About Us

PYA Waltman’s team of professionals has the experience, education, and credentials to handle your financial services needs. We work with you to BE BOLD.

• J. William Waltman, Jr., CPA, CFP® – President (standing 2nd from right 2nd row)
• Eric E. Foster, CPA, CFP® – Vice President (standing 2nd from left 2nd row)
• Connie Stacy – Executive Assistant (standing middle 1st row)
• April Smith – Operations Manager (seated left 1st row)
• Jessica Ott – Chief Compliance Officer (seated right 1st row)
• Nathan K. Smith – Portfolio Trading Operations Manager (standing right 2nd row)
• Melissa Kesling – Financial Planning Associate (standing 2nd from right 1st row)
• Aaron Sams, CFA® – Portfolio Manager (standing left 2nd row)
• Amy Gattis – Assistant Investment Operations Manager (standing 2nd from left 1st row)

Contact Us

Phone Numbers

Phone: 865-693-6301 | Toll-Free: 888-430-3798 | Fax: 865-693-6302

Email the Team

J. William Waltman, Jr., CPA, CFP® – President
Eric E. Foster, CPA, CFP® – Vice President
Connie Stacy – Executive Assistant
April Smith – Operations Manager
Jessica Ott – Chief Compliance Officer
Nathan K. Smith – Portfolio Trading Operations Manager
Melissa Kesling – Financial Planning Associate
Aaron Sams – Portfolio Manager
Amy Gattis – Assistant Investment Operations Manager

Address

2076 Lakeside Centre Way, Knoxville, TN 37922