“Courage and perseverance have a magical talisman, before which difficulties disappear and obstacles vanish into air.” – John Quincy Adams

This quote  is an inspiring reminder in these uncertain times that we forge our own futures.

May 2021 bring new happiness, new goals, new achievements, and many new inspirations on your life.  Wishing you and yours a safe, healthy, and prosperous new year!

One of the real joys of the Holiday Season is the opportunity to say Thank You and to wish you the very best for the New Year!

Cheers from your Acumen Team ~ Reese, Amy, Beth, Cheryl, Grant, Jacob, Jerome, Jill, Julie, Katie, Lindsay, Arie, Reese R, Shawna, and David

We are happy to announce David has joined our team for an eight-week internship this winter.  David holds a Bachelor of Science in Chemical Engineering from the University of Tennessee at Knoxville and is currently pursuing a Master of Science in Business Analytics from the University of Notre Dame.  He has gained strong research and process development experience.  David is assisting Acumen’s Portfolio Management Committee in utilizing various statistical and machine learning techniques to further understand financial market fluctuations.

At the University of Notre Dame, David’s master’s program focuses on applying various analytical techniques to large data in order to gain valuable insights and help guide complex business decisions. He serves as an equity research analyst in the MBA Finance and Investments Club’s student-led managed portfolio (Golden Dome Fund) valued at around $900,000.  Prior to graduate school, David was a process development engineer specializing in packaging for Wacker.  Some of his responsibilities were driving benchmarking projects, monitoring, and analyzing statistical process control alarms to assure processes are efficient, and leading a cross functional team to identify and eliminate root cause of defects in packaging processes.

David is working for the Chartered Financial Analyst® (CFA®) designation and is currently studying for Level One.  The CFA® consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of four years of work experience, and multiple letters of recommendation.  Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics.   He loves studying financial markets, statistics and modeling and enjoys hiking, camping, exercising in his free time.  David currently volunteers as a 6th grade tutor for Robinson Community Learning Center every Wednesday via Zoom.

We enjoy having David be a part of our team!

To learn more about how Acumen can help you Invest Intentionally®, please contact us.

We are proud to announce Jerome You was recently awarded the Certified Trust & Financial Advisor (CTFA) professional certification from the American Bankers Association.

The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

Jerome is a Financial Planner and has been with Acumen Wealth Advisors for nearly five years.  He is responsible for assembling financial plans and creating projections based upon a client’s historic data, present financial standing, and future financial goals.  Jerome works alongside Acumen’s CFP® in discussing investment strategies, estate planning considerations, risk management protection through insurance, tax efficiency strategies, charitable intent, and retirement accumulation and distribution tactics.  Jerome is active in the community and is proud to serve on the Northside Neighborhood House (NNH) Board which promotes the independence of residents in North Chattanooga by providing education and assistance through various programs.

Financial services professionals, working through ABA, initiated the CTFA certification and seven others in order to establish meaningful standards of knowledge in specialty areas of the financial services industry. ABA Professional Certifications formally recognize those who meet these standards and meet professional continuing education and development requirements.

ABA Professional Certifications promote the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise. To learn more, visit www.aba.com/certifications.

To learn more about how Acumen can help you Invest Intentionally®, please contact us.

We are pleased to announce Shawna McCoy has joined the Acumen team as a Private Client Relationship Manager.  Shawna brings more than 20 years of client service experience in a variety of roles.  She is currently responsible for developing and strengthening relationships and focusing on enhancing the client experience.  Shawna serves as the personal point of contact for clients and assists with their various needs, processes client requests, researches and analyzes financial information, and delivers reports and presentations for client meetings.  She also supports and collaborates with Acumen’s executive team to coordinate resources for the firm for the benefit of the client.  Among Shawna’s many strengths are her love of learning, creativity, problem solving, and organizational skills.  She is self-motivated and enjoys building relationships with clients and helping them reach their goals through deliberate and detailed approaches.

Shawna has worked in the banking and financial industries over 15 years with a focus on assisting and supporting client needs.  She began at Regions Bank and then transferred to Morgan Keegan and Co as a sales assistant.  Most recently, Shawna worked for NorthShore Financial Strategies as a Client Service Associate and Registered Operations Manager.

Shawna earned a Bachelor of Arts in History and a combined Bachelor of Arts in Philosophy and Religion from the University of Tennessee at Chattanooga.  She currently holds her Series 7 and Series 66 licenses.  Born in Florida, Shawna has called Tennessee home since 1996.  She currently lives in Dunlap, Tennessee with her husband and young daughter and enjoys reading and learning.

On this Veterans Day, we honor all current and former members of the Armed Services. Our country’s greatness is built on the foundation of your courage and sacrifice. Thank you!

We are pleased to announce Jacob has joined our team for a nine-month internship for the 2020-2021 school year.  Jacob is a junior finance major at the University of Tennessee at Chattanooga’s (UTC) Gary Rollin’s College of Business.  He has gained strong research and forecasting skills as well as experience in analyzing company financials, operations, and portfolio management and brings a fresh perspective to our team.  Jacob is helping Acumen analyze investment opportunities and writing commentaries on macroeconomic events such as the presidential election.

While at UTC, Jacob has served as the Freshman Senate Treasurer, on the Chancellor’s Student Advisory Board, on the Dean’s Student Advisory Council, and as a member of the Alpha Lambda Delta and Phi Eta Sigma Honor Societies.  Jacob has been instrumental in managing the investments for UTC’s $700,000 Student Managed Investment Learning Experience (SMILE) Fund in the equity market and has been promoted to Vice President of Market Analysis.  He has led the SMILE Fund’s macroeconomic research and allocation strategy and was instrumental in achieving the fund’s record performance by outpacing the S&P 500 by 8% in 2Q 2020.

Jacob worked as a Financial Services Intern for a year with the Tennessee Valley Authority’s EnergyRight program where he helped manage the group’s residential programs and create multiple customer resources in response to COVID-19.  He has volunteered over 400 hours in Ingram Sowell Elementary School’s mentorship and remediation program.  Jacob has been awarded the 2019 Outstanding Leadership Award for UTC’s Business Living Learning Community and UTC SMILE Fund’s 2019 Best Lead Analyst.  We enjoy having Jacob in the office!

To learn more about how Acumen can help you Invest Intentionally®, please contact us.

Acumen Wealth Advisors, LLC® is proud to announce the Chattanooga Chamber of Commerce recognized the firm as the Small Business of the Year for 2020 for businesses between 1-20 employees.  Congratulations to all the other winners and finalists!

Postponed from its original date in April due to COVID-19, the Chattanooga Chamber hosted its Chamber Awards virtually on September 17th to honor this year’s winners.  Small Business Award finalists and recipients were selected by an independent volunteer committee of local business leaders convened by the Chamber.

“On behalf of our team, we are honored to receive the Small Business of the Year Award.  It means so much to be recognized for our hard work and dedication through the years,” said Arie Veltenaar, Client Relations, Acumen Wealth Advisors.  “We love our community and believe Chattanooga is the best place to live and grow a business.”

Everyone at Acumen is driven by their desire to make an impact in our client’s lives. We are incredibly grateful for the trust they have placed in us.  A big thank you to everyone who voted and participated with the Chattanooga Chamber to make this award possible.

Learn more about the Chamber award recipients HERE.

To learn more about how Acumen can help you Invest Intentionally®, please contact us.

 

We are pleased to announce Acumen Wealth Advisors has surpassed a quarter of a billion dollars in assets under management (AUM) this month.  The heart of our relationship with our clients and our approach to wealth management is defined by Chris Butler’s quote: “Trust is earned when actions meet words.”

Our mission is simple:  Protect legacies, grow assets, and always put our clients first.

As an independent Registered Investment Adviser and fiduciary, our goal is to be one of our clients’ most trusted advisors and help them “Invest Intentionally®”.  Despite the uncertainty 2020 has brought, we continue to strive to work tirelessly every day by understanding our client’s unique circumstances and leveraging investments in technology and resources to enhance the client experience.  We are incredibly grateful for the confidence our clients have placed in us.  Our team, consisting of specialists in financial planning, portfolio management, and retirement advisory services, are driven by our desire to make an impact in our clients’ lives.  Acumen is thankful to our clients for allowing us to serve them.

To learn more about how Acumen can help you Invest Intentionally®, please contact us.