Broker Check

404 E Bernard Ave
Suite A
Greeneville, TN 37745
Office: (423) 972-4830

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • Will I have enough income to live the retirement lifestyle I desire?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Brian Click, CFP®

Financial Advisor

423-972-4830

brian.click@cornerstonewealthTN.com

Brian, a co-founder, has worked in the financial service industry since 1998. He has previous experience working with Prudential, Edward Jones, and LPL Financial. He is a graduate of both Walters State and Tusculum College and has...

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Chris O'Dell

Financial Advisor

423-972-4830

chris.odell@cornerstonewealthTN.com

Chris, a co-founder, has worked in the financial services industry for over 25 years and has been a Financial Advisor for the majority of that time. Chris is a native of Greene County and received his Business Degree from ETSU.

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Lori Harmon

Senior Operations Associate

423-972-4830

423-972-4832

lori.harmon@cornerstonewealthTN.com

Lori is a fully licensed associate and has worked closely with Chris O'Dell servicing their clients for the past 7 years. She has lived in Greene County since 1984 and is married to Sonny Harmon. She loves spending time with her...
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Buffie Shepherd

Operations Associate

423-972-4830

423-972-4832

buffie.shepherd@cornerstonewealthtn.com

Buffie is a native of Greene County and has 18 years of banking experience and customer service skills. She is married to Jimmy Shepherd and they have one son. In her spare time she enjoys spending time with her family and loves to...
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