Who Makes PYA Waltman

Meet Our team

J. William Waltman, Jr.
J. William Waltman, Jr.

President

Knoxville, TN
Bill, President of PYA Waltman, provides financial counsel to high-net-worth clients. A CPA and CFP®, he enjoys biking, hiking, reading, and traveling with his wife and five children.
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Eric Foster
Eric Foster

Director of Institutional Services

Knoxville, TN
Eric, Director of Institutional Services at PYA Waltman, is a CPA and CFP® serving institutions and individuals. He enjoys skiing, camping, and supporting at-risk children.
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Melissa Ballard
Melissa Ballard

Director of Financial Planning Services

Knoxville, TN
Melissa, Director of Financial Planning at PYA Waltman, empowers clients and mentors advisors. She enjoys family time, travel, the outdoors, and volunteer work.
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Jessica Ott
Jessica Ott

Chief Compliance Officer & Director of Client Service

Knoxville, TN
Jessica, PYA Waltman’s Chief Compliance Officer, ensures regulatory compliance and client service excellence. She enjoys hiking, camping, and time with her family.
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Doug Yoakley
Doug Yoakley

Wealth Management Consultant

Knoxville, TN
Doug, a Wealth Management Consultant at PYA Waltman, has 40+ years of tax and estate planning experience. He enjoys tennis, traveling, and serving his community.
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Hunter Bunnell
Hunter Bunnell

Portfolio Administrator

Knoxville, TN
Hunter, Portfolio Administrator at PYA Waltman, supports advisors and regulatory testing. He enjoys hiking, traveling, binge-watching TV, and spending time with his wife and pets.
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Zoe Egly
Zoe Egly

Marketing & Events Coordinator

Knoxville, TN
Zoe, Marketing and Events Coordinator at PYA Waltman, manages branding, content, and client experience. She enjoys fitness, reading, cooking, and research.
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Trevor Gunter
Trevor Gunter

Financial Advisor

Atlanta, GA
Trevor, a Financial Advisor in Atlanta, provides personalized financial guidance. He enjoys sports, travel, and exploring new restaurants with his wife, Rue.
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Lisa Higdon
Lisa Higdon

Client Service Associate

Knoxville, TN
Lisa, a Client Services Associate, manages scheduling, invoicing, and documents. She enjoys coffee shops, traveling, and spending time with her husband and son.
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Jake Hoheisel
Jake Hoheisel

Financial Advisor

Knoxville, TN
Jake, a Financial Advisor, oversees client financial plans and ensures they stay on track. He enjoys golf, documentaries, exploring new restaurants, and time with friends.
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Claire Kluth
Claire Kluth

Financial Advisor

Knoxville, TN
Claire, a Financial Advisor, helps clients plan their financial future. She enjoys volleyball, reading, volunteering with Emerald Youth, and exploring with her husband.
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Austin Koplan
Austin Koplan

Research Analyst & Portfolio Manager

Knoxville, TN
Austin, a CPA and Investment Committee member, assists with research, trading, and analysis. He enjoys exercising, traveling, hiking with his wife, and baking.
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Caden Mumford
Caden Mumford

Financial Planning Associate

Knoxville, TN
Caden, a Financial Planning Associate, develops financial analyses and oversees client engagements. He enjoys golf, bow hunting, running, and exploring new places with his wife, Anna.
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Aaron Nolan
Aaron Nolan

Financial Advisor

Knoxville, TN
Aaron, a Financial Advisor and CFP®, provides analysis and reviews to guide clients. He enjoys time with his wife, Disney trips, live theater, and volunteering.
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Aaron Sams
Aaron Sams

Senior Research Analyst & Portfolio Manager

Knoxville, TN
Aaron, Senior Research Analyst and Portfolio Manager, oversees investment research and model portfolios. He enjoys family time, reading, traveling, and working outdoors.
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Amber Sayle
Amber Sayle

Financial Planning Support Specialist

Knoxville, TN
Amber, Financial Planning Support Specialist, ensures clients' financial plans stay on track. She enjoys family time, mahjong, reading, and watching her sons play lacrosse.
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April Smith
April Smith

Relationship Manager

Knoxville, TN
April, a Relationship Manager, fosters strong client connections and ensures an exceptional experience. She enjoys farming, raising chickens and goats, and spending time with family.
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Services

Financial Planning

PYA Waltman’s financial planning process helps you navigate life’s changes, set goals, and stay on track with a personalized, evolving strategy.
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The team welcoming a guest at PYA Waltman Capital

Investment Management

PYA Waltman’s investment management focuses on minimizing risk, identifying undervalued assets, and building portfolios aligned with your goals.
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a team member working at PYA Waltman Capital

Institutional Services

PYA Waltman provides tailored investment consulting and fiduciary risk management to help institutions achieve financial stability and long-term success.
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Retirement Plan Consulting

We help plan fiduciaries navigate retirement plan complexities with audits, fee analysis, and investment monitoring to ensure compliance and efficiency.
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PYA Waltman Capital is a registered investment advisor and may only transact business in those state in which it is registered or qualifies for an exemption or exclusion from registration requirements. The content on this website is developed from sources believed to be providing accurate information. The information in this material does not constitute legal, accounting, tax or other professional advice or services. The opinions expressed and material provided are for general information and should not be considered as solicitation for the purchase or sale of any security.

©PYA Waltman LLC
1402 Ebenezer Road, Knoxville, TN 37922 945 E Paces Ferry Road NE Suite 2100, Atlanta, GA 30326