Our Firm

    Kathleen S. Parks began her training as a family wealth manager at the knees of her mother and the right hand of her father. Management of the family-owned construction business taught Kathy the value of hard work, tenacity, preparedness, and the single-minded commitment to seemingly impossible goals. She is now on the Board of the Directors of that corporation which continues to grow and flourish to this day. These experiences have given her the skills necessary to address the unique challenges faced by business owner couples while helping them meet their financial objectives. While Kathy felt her father’s influence in the welding shop, she felt her mother’s influence in the kitchen. Bridging the practicality and logic of traditional male tasks with her intuitive and creative female influence makes Kathy uniquely qualified to assist women with inherited wealth with their special needs and issues. Her intuitive style is instrumental in seeing through to the cause of clients’ issues, rather than just dealing with the symptoms of the situation. Kathy strives to bring all of her experience and talents to each interaction in an effort to create unique and transformational experiences for clients and colleagues. Kathy received her Bachelors of Science in Business Administration from The Ohio State University and her Certified Financial Planner designation from the University of Houston. She is deeply committed to her personal mastery as well as her continued professional development. Kathy sees the work she does for her clients and the life she helps create for her family, clients, and coworkers as one of her biggest legacies. She considers herself enormously fortunate to have been married to her husband Bobby since 1988. They have been a part of the Knoxville community since 1995.