OUR TEAMThe SDP Team is made up seasoned financial specialsts
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.
Email Conrad Slate at firstname.lastname@example.org
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
Email Rick Disharoon at email@example.com
Will Parrish, CDFA™
Will specializes in Risk Management for his clients, who tend to be business owners and 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.
Email Will Parrish at firstname.lastname@example.org
Rich Barbee brings a great deal of expertise to SDP. As a licensed Realtor, Rich helps SDP advise clients on their real estate holdings both residential and commercial. Rich also specializes in assisting Realtors in the Knoxville area with their investment planning both in the real estate and securities worlds. Rich is a Marriage and Family Specialist, and brings further expertise by helping SDP navigate sensitive issues in the transition of family owned businesses. He founded Knoxville Family Fellowship, a community service organization to provide resources and information on relationships to families in and around Knoxville. He likes to focus on comprehensive planning, but also enjoys assisting clients with rollovers and asset allocation.
Email Rich Barbee at email@example.com
Michael Brown, Registered Principal
Michael Brown has more than 36 years’ experience in financial services, specializing in estate and investment strategies. He maintains close relationships with attorneys, actuaries, trust companies, CPAs, and estate management specialists, who provide him with advice and the latest knowledge in a wide area of expertise as it pertains to client investment and estate issues.
For over 25 years, Quentin Ledford has specialized in working toward the financial security of business owners, professionals, their families, and their employees. Quentin puts forth every effort in working diligently to provide clients with valuable, professional guidance on the spectrum of financial tools and services available. Quentin focuses is to unify as a team the efforts of the respective attorneys, CPAs, and other professionals (as required) in integrating client resources to mitigate risks, avoid uncertainty, and provide real tangible value to every client.