Tim Franklin
Principal and Wealth Management Advisor|CFP®
Get to know my dedicated team
I regard clients' financial security among the most important issues and so does my team of professionals that are focused on understanding and serving each individual client. I work with a dedicated staff and have access to network specialists, both of whom help me provide the quality service customers desire. Call whenever you have a question, concern, or need. My team and I are eager to help!
Clarisa L Jones
Associate Financial Representative
Clarisa Jones joined my team in July 2006 about a year prior to graduating from The University of Tennessee at Chattanooga.
Clarisa is primarily responsible for preparing the materials necessary to make the best use of our time during appointments, but she values the opportunity to help me service my existing client base. Her passion for helping others motivates Clarisa to respond to clients' requests promptly and effectively. Clarisa's goal is to make each customer service experience enjoyable.
She is licensed through Northwestern Mutual as an associate insurance agent and holds a producer's license in TN for life, health, disability, and long term care sales.
Lara Mimms
Financial Representative Assistant
Lara joined our team in July 2022, but she has many years of experience in the insurance industry, most recently with Blue Cross Blue Shield of Tennessee.
Lara manages Tim's schedule and assists clients with enrolling in our client website. Lara also works to ensure that client records and planning analyses are kept up-to-date so that we keep pace with their changing circumstances.
Lara's hometown is Clarksville, TN. However, she is happy to call Chattanooga home now. She attended The University of Tennesee at Martin and graduated from The University of Tennessee at Chattanooga in 2017.
Lara is Life & Health licensed in the State of Tennessee and working toward being securities-registered.