Our Team

Rick specializes in helping clients with their overall investment management.  This involves a deep understanding of a client’s goals, objectives, and tolerances.  Investment management encompasses all assets in a client’s net worth, not just those exposed to the stock market.  Rick diligently focuses on diversification, liquidity, and the tax consequences of investing.  Diversification and asset allocation strategies do not assure profit or protect against loss

rick@sdp-planning.com

Will specializes in financial advice for his clients, who tend to be dentists, business owners, professionals, or long-standing employees of large corporations. Will focuses on protecting his client’s interests and assets, whether under the umbrella of a comprehensive financial plan, or through the use of financial products.

will@sdp-planning.com

Craig Fowler is fully licensed in securities, holding the Series 7 and Series 66, and all forms of life insurance, health insurance, and annuities enabling him to provide professional assistance and planning. Graduating with honors, Craig holds a Bachelor of Science in Business Administration with a major in Finance. He is a member of The Society of Financial Service Professionals and The National Association of Insurance and Financial Advisors which contributes to his breadth of knowledge and his ability to serve the needs of his clients and those of SDP. When Craig is not busy serving his client family, he spends his time serving the community of Knoxville as an active member of Rotary International and the community Rotaract club.

craig@sdp-planning.com

Quentin Ledford, a member of the financial planning firm of SLATE, DISHAROON, PARRISH, & ASSOCIATES, LLC works providing quality risk management, advisory services, and financial strategies to individuals and employers, offering a plethora of suitable solutions and services in assisting clients attain the insurance, investment, and other financial services they need for their family income protection, disability and long term care needs, ongoing retirement administration, and estate planning.

When living in Baltimore, Quentin entered the industry in1982, working with the highly respected firm of Blumberg & Morgan servicing the life, disability, and health insurance markets. Moving to Tennessee in 1993, Quentin chose the rewarding field of serving his neighbors in middle Tennessee in meeting their financial needs.

With over 25 years of experience designing benefit and financial planning programs for Employers, Non-Profits, Governmental entities, as well as independent Medical, Legal, and Accounting firms, Quentin’s specialties also include… Providing comprehensive insurance analysis, benefit design, and personalized financial strategies, cash flow planning, goal setting, investment guidance, retirement asset advisory services, estate, and legacy planning.

Quentin works closely with clients to help them develop strategies to meet their goals and objectives.
Please feel free to contact Quentin for a free consultation to help you get started in fully analyzing your needs and seeing recommendations for appropriate solutions that will help you meet your financial goals.

quentin@sdp-planning.com

With over thirty years of experience in our Fairfield Glade office, The Bear specializes in making folks who enter Village Green Mall smile with the messages he writes on his dry erase board. The Bear also pitches in on maintenance around the office.  He always smiles!  We’re not 100% positive whether he would ever bite or not, but no one has ever complained.