Knoxville Office

Building image

Knoxville Office

1322 Dowell Springs Blvd
Knoxville, TN 37909
Phone: (865) 588-9333

Get In TouchOur Knoxville TeamClient Resource Center

 

Our Knoxville Team

headshot

Jacki S. Imbrey
CFP ®, CLU®

Partner

Phone: (865) 588-9333
Email Jacki
Read Bio

headshot

David H. Jeffries
CFP ®, RICP®

Partner

Phone: (865) 588-9333
Email David
Read Bio

headshot

John L. Roberts

Financial Professional

Office: (865) 588-9333
Email John
Read Bio

headshot

Beth Richardson

Office Administrator - Executive Assistant and Benefits Service

Phone: (865) 588-9333
Read Bio

Lisa Benish headshot

Lisa Benesh

Office Administrator - Investment and Insurance Service

Phone: (865) 588-9333
Read Bio

Client Resource Center

There are currently no resources at this time.

Office Events

There are no current events at this time. Please check back soon.

Jacki S. Imbrey, CFP®, CLU®

Partner

If I had to pinpoint one driving force in my career it would be the desire to help people help themselves by making good financial decisions. One might argue that financial planning is not as noble a career as being a doctor or nurse, but I think it’s a very important aspect of most people’s lives. I find the work I do to be immensely rewarding and worthwhile in many ways, having developed many true friendships with clients along the way.

It’s not as rare as it once was to be a woman in a primarily male dominated field, but in some ways I think it has made me a better person and advisor. I could not have succeeded without being analytical, but I believe my best attributes are the ability to listen and be empathetic, while still motivating people to make sometimes difficult, but correct choices as their "financial coach". I’m able to see the big picture and break that down into manageable tasks for myself and my clients. I think it’s important to be able to communicate a sense of enthusiasm to clients, while also being very realistic in a world of dollars and cents.

From the day I entered this business, I felt strongly that knowledge was critical to becoming a top notch advisor. I’ve made a commitment throughout my career to stay abreast of the latest products, theories and concepts in financial planning by availing myself to some of the best training available in our industry. I’ve completed several rigorous programs and attained numerous designations such as, becoming a CERTIFIED FINANCIAL PLANNER™ professional, earning a Certificate in Financial Planning from the Wharton School of Business at the University of PA, and more recently earning the Retirement Income Certified Professional® designation.

Those who know me know that I love life, and I love what I do! I believe a person who has peace with their financial situation can enjoy life more. I strive to make the process of managing your finances pleasant while fostering a sense of satisfaction in that while you are working hard for your money, your money is working hard for you.

FINRA Series 1, 7, 63, 65 Registrations
CA Insurance License #0H41623

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

David H. Jeffries, CFP®, RICP®

Partner

People often comment that I have a knack for taking a complex financial concept and making it easy to understand. To me, one of my primary responsibilities as a financial planner is to help my clients quantify their goals and then understand all of the options that are available to them as potential solutions. I think a good financial planner should be adept at both listening and teaching.

I’ve always enjoyed the analytical aspects of financial topics and strategies, so it’s not surprising that I ended up majoring in Finance, while receiving my degree from the University of Tennessee in 1984. Like many college graduates looking to enter the work force, I accepted the job that offered a robust compensation package, becoming a claims adjuster with a major property & casualty insurance company. I learned a lot about insurance, management and people in general, but after 15 years I felt a change was in order. I knew that working in the financial world was my true calling, so I made a deliberate choice to change careers and began the task of studying and credentialing to become a financial advisor, and I’ve never looked back!

In addition to all of the initial credentialing and continuing education required by the State of Tennessee and FINRA, I have endeavored to continue to broaden my professional education at the highest level. I earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2010, followed by the Retirement Income Certified Professional® designation in 2015.

I’m very proud of my partnership with Jacki Imbrey. We make an excellent team, sharing the same level of integrity and zeal for education and client service. We believe that our combined skill sets, experience and work ethic make us a special planning firm with whom to do business. Our clients are the beneficiaries of our team chemistry and experience, and because of this they continue to refer their friends and relatives to us.

FINRA Series 7, 24, 63, 65 Registrations
CA Insurance License # 4159951

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

John Roberts

Partner

John Roberts began his career in financial services in 2019 before joining Equitable Advisors and the office of Jacki Imbrey and David Jeffries in 2020. As a financial professional, he helps clients in the areas of protection, accumulation and the preservation of assets. This consists of organizing current assets and then strategizing for identified goals, gaps and opportunities.

John is a graduate of Texas A&M University and enjoyed a long and distinguished career in education spanning over 25 years serving in the roles of professor, principal, teacher and coach. Every day offered several occasions to develop the skills of analysis, education, leadership and management.

John and his wife Amber live in Oak Ridge, TN with their five children: Lathan, Canon, Hagen, Brighton and Zaxton. They are proud supporters of several charitable organizations. John is an avid sports enthusiast and enjoys soccer, golf and pickleball to name a few.

  • Doctorate – Leadership
  • Master of Business Administration (MBA)
  • Anderson County Chamber of Commerce
    • Board of Directors
    • Government and Relations Committee
  • The Breakfast Rotary Club of Oak Ridge, Member
  • FINRA Series 7 and 66 Registrations

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Beth Richardson

Office Administrator - Executive Assistant and Benefits Service

Beth joined Waypoint Financial Partners (formerly Imbrey & Associates) in 2004. She brings many years of customer service experience to our firm and one of her greatest strengths is a desire to help us and our clients. Beth has learned a tremendous amount about our practice and it's workings since she came here and will go out of her way to obtain answers to any questions that arise if needed.

Additionally, Beth acts as office "team captain" by making sure things are running smoothly. She is our in-house compliance person and makes sure we are all properly appointed and licensed in the many states in which we work.

Beth Richardson offers administrative support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Lisa Benesh

Office Administrator - Investment and Insurance Service

Lisa joined Waypoint Financial Partners (formerly Imbrey & Associates) in 2007, after having a background in banking and customer service. Using her strong organizational skills she provides administrative support to our office and handles the processing and day-to-day client service for our investment advisory and brokerage accounts business.

Additionally, Lisa handles the processing of new life insurance business as well as any necessary changes to existng business. Besides running proposals for and assisting us with our client service, Lisa also takes pride in assisting clients with their needs.

Lisa Benesh offers administrative support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.