(865) 357-7370 kim@sdp-planning.com

Our Team

Conrad Slate

Conrad Slate

CLU, ChFC, MSFS

Conrad specializes in comprehensive planning for individuals and business owners.  With over 40 years of experience, the key is in understanding what the client wants to achieve and then translating that into a plan of action that fits their timeline and comfort zone.

conrad@sdp-planning.com

Rick Disharoon

Rick Disharoon

CFP®, AIF®

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 Parrish

Will Parrish

CDFA™

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will@sdp-planning.com

Craig Folwer

Craig Folwer

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

Crossville Office

Victoria Parsons

Victoria Parsons

Vickie Parsons returns to the SDP Team as the Business & Marketing Manager for our Fairfield Glade office. Vickie worked as Mike Brown’s Administrative Assistant from 2012-2015 and after living in Nashville for 3 years, she decided to move back to the community she loves. You’ll see Vickie each day at our offices in the Village Green Mall, or out and about at a variety of community events and activities. Vickie grew up in Cumberland County and is a resident of Fairfield Glade. She has 2 wonderful kids and 3 beautiful grandbabies that are also a part of the Fairfield Glade community.  She enjoys golfing, swimming and music, and her favorite time of the year is of course… Football Season!

vickie@sdp-planning.com

LICENSE DISCLOSURE
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA (www. finra.org) and SIPC (www.sipc.com), to residents of: AL, AR, AZ, CA, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NJ, NY, NV, OH, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY. Cambridge and Slate, Disharoon, Parrish & Associates, LLC are not affiliated.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

Cambridge does not provide tax advice.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck. 

CONTACT INFORMATION
KNOXVILLE
9724 Kingston Pike, Suite 701
Knoxville, TN 37922
(865) 357-7370 Phone
(865) 357-7374 Fax

CROSSVILLE
126 Stonehenge Drive, Suite C-3
Crossville, TN 38558
(931) 707-7200