Our Qualifications

Robert E. Payne, CFP®

*Bachelors Degree - University of Tennessee-Martin

*Graduate of the College of Financial Planning - CFP Professional Education Program

*Licensed Certified Financial Planner practitioner(CFP®)

*Registered Representative, Osaic Wealth, Inc., member FINRA & SIPC

*Investment Advisor Representative, Osaic Wealth, Inc., a registered investment advisor

*Securities Licensed, Series # 6, 7, 24, 26, 51, & 63.

*Licensed Insurance Agent, State of Tennessee, since 1980.

Personal Biography:

     While working my way toward a business degree at The University of Tennessee-Chattanooga I accepted an apprentice position with a financial planning company.  That part time position became a full time career and a year later I relocated to Nashville, TN and opened a branch office for the company.  Within eight years our office had over 20 full time brokers and was a multi-million dollar operation.  With the sale of the firm a few years later I decided to focus my career on serving clients instead of managing brokers and set up an independent financial planning practice in 1993. Today I am blessed to serve over 200 clients in 12 states.  My wife Jennefer & I live in Franklin, TN (where all three of our children grew up). We love to travel, fish & play golf together, but our favorite time is spent with our children and five grandchildren.