Rightsizing for Retirement

What does your home really cost?

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Featured Team Member

J. William Waltman, Jr.

Bill is the President of PYAW and provides investment and financial planning counsel to high-net worth individuals and institutions. He received his B.S. in Accounting from Indiana University.

Eric Foster

Eric is PYAW’s Director of Institutional Services and Portfolio Manager. He received his B.S. in Business Administration and M.A. in Accounting from the University of Tennessee.

Melissa Ballard

As the Director of Financial Planning Services, Melissa’s goal is to help our clients connect their money to their lives. She works with clients to create a framework that aligns their financial plan with their life goals.

Jessica Ott

As the Chief Compliance Officer at PYAW, Jessica works with all aspects of the firm to maintain policies designed to comply with federal and state securities law.

Doug Yoakley

Doug serves as a Wealth Management Consultant at PYAW. Doug is a CPA and has provided tax and estate planning services to a wide variety of business organizations, individuals, and industries in over 35 years of public practice.

Aaron Sams

Aaron is the Senior Research Analyst and Portfolio Manager and member of the firm’s investment committee. Aaron is responsible for overseeing investment research and managing the firm’s model portfolios.

Connie Stacy

Connie serves as the Client Liaison. She enjoys working with clients on a personal basis and has over 20 years of executive level administrative experience.

April Smith

Excellent client service is the heart of PYA Waltman. As a Senior Client Service Associate, April works to ensure no stone is left unturned. From new account opening to asset movement, April ensures all client questions are answered.

Roch Monnig, Jr.

As a Financial Planning Associate, Roch provides analysis and detailed reviews that help our team to provide tailored and personal guidance.

Lisa Young

Lisa serves as a Client Services Associate and is the initial point of contact when you visit our office. In addition, Lisa is responsible for invoicing, retirement plan client support, and maintaining our online marketing efforts.

Jonathan Mills

As an Associate Analyst at PYA Waltman, Jonathan provides research, analyses and report preparation as a part of our Investment Management team. He earned his B.S. in Business Administration from the University of Tennessee, Knoxville.

Office:	865-693-6301
Fax:	865-693-6302