Herb is a retired Presbyterian minister with 25 years experience in the financial industry. He specializes in Medicare Advantage and Supplement products, life insurance estate planning and Long Term Care Planning.
Scott is a 27 year veteran of the financial industry and a native of Chattanooga. He works in the area of retirement “income” planning using both annuities and investment related products.
Stuart has more than 15 years of experience as a stockbroker, insurance agent, and financial advisor. He works in the areas of portfolio management, stock options, portfolio construction, and financial planning.
Russ is a 7 year veteran financial advisor specializing in income solutions, retirement planning, and wealth transfer. He takes pride in establishing a close relationship and maintaining regular communication with his clients.
Ken is an Ooltewah resident with over 20 years of experience. He likes to implement easy-to-understand strategies such as social security timing, rollovers, Medicare review, and retirement income planning.
Nikki has been with Monarch Financial Group for six years. She and her husband reside in the Chattanooga area.
Donna is our newest member at Monarch Financial Group. She has many years of administrative experience and looks forward to being of assistance to our clients.