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  • Northeast Tennessee: Biographies

  • Bonnie Hagy

    Bonnie J. Hagy, CRC®

    Vice President, Senior Financial Advisor

    1155 Volunteer Parkway, Ste. 202, Bristol, TN 37620
    423-990-6750
    bjhagy@FTBAdvisors.com

    EXPERIENCE

    • 28 years in the financial services industry
    • Currently focused on providing investments, insurance, full-service brokerage products and retirement counseling through CRC® designation

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 6, 7 & 24
    • Series 63 and Series 65
    • Life and Health Licenses
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Member, First Baptist Church
    • Lifetime Recognition, Past President YWCA
    • Volunteer, Tri-Cities Christian School and Sullins Academy

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    Candice Chandley

    Candice Landers Chandley, CFP®

    Vice President, Financial Planner

    2112 N Roan Street, 8th Floor, Johnson City, TN 37601
    423-461-1238
    clchandley@FTBAdvisors.com

    EXPERIENCE

    • 10 years in the financial services industry
    • Currently focused on providing financial planning services to the clients of Northeast Tennessee

    EDUCATION

    • Bachelor of Business Administration in Corporate Finance from East Tennessee State University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Financial Industry Regulatory Authority License 7, 63
    • Insurance licensed in areas of Life, Accident & Health & Variable Contracts

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    Darby Dickenson

    Darby W. Dickenson, CRC®

    Vice President, Senior Financial Advisor

    2112 N. Roan St., Johnson City, TN 37601
    423-461-1211
    dwdickenson@FTBAdvisors.com

    EXPERIENCE

    • 17 years in the financial services industry
    • Currently focused on providing comprehensive financial planning including professional money management, insurance and estate planning, and customized retirement income strategies

    EDUCATION

    • Bachelor's in Business Administration/Economics, East Tennessee State University, 1994

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 63, 66, 24
    • Life, Health
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Volunteer, Little League basketball, baseball coach

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    David Tomita

    David Tomita, CRC©, AIF©

    Vice President, Financial Advisor

    2112 N. Roan Street, 8th Floor, Johnson City, TN 37601
    423-461-1224
    dktomita@FTBAdvisors.com

    EXPERIENCE

    • 9 years in the financial services industry
    • Currently focused on providing comprehensive financial and estate planning, investment management and corporate retirement plans

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, General Securities Representative
    • Series 26, Investment Company Products/Variable Contract Principal
    • Series 31, Futures Managed Funds
    • Series 63, Uniform Securities Agent State Law
    • Series 66, Uniform Combined State Law Exam
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Washington County Commissioner – District #4
    • Science Hill Band Boosters – President
    • Dawn of Hope Foundation – Member Board of Trustees & Finance Committee
    • Dawn of Hope Foundation – Chairman of Endowment Committee
    • Hands On! Regional Museum - Member Board of Directors
    • Johnson City Development Authority – Member Board of Commissioners
    • Junior Achievement of the Tri-Cities – Board of Directors & Classroom Volunteer
    • JC Chamber Youth Leadership Program – Member of Steering Committee
    • First Tennessee Bank – NE Tennessee Diversity Council Representative
    • Second Harvest Food Bank of NE Tennessee – Prior Board President
    • 2011 United Way Campaign Public Employee Co-leader
    • Member – Johnson City Noon Rotary Club
    • Member – Munsey Memorial United Methodist Church

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    Linda Lowe

    Linda J. Lowe

    Senior Vice President, Trust Services

    2112 N. Roan Street, Johnson City, TN 37601
    423-461-1259
    ljlowe@FTBAdvisors.com

    EXPERIENCE

    • 24 of years experience in Institutional Trust Services
    • 13 years of experience in ERISA & Management of Corporate Retirement Services
    • 11 years of specialized experience in Fiduciary, Estate & Legacy Planning

    EDUCATION

    • Associate degree in Accounting
    • Graduate of Cannon Financial Trust School
    • Certified Retirement Specialist Designation

    PROFESSIONAL AFFILIATIONS/LICENSES

    • NASD Series 7 and Series 66
    • TN/VA Life and Health Insurance License
    • Currently working on Special Needs Advisory Certification

    COMMUNITY INVOLVEMENT

    • Member, Estate Planning Council
    • Previous Board members include Girls, Inc. YWCA and American Cancer Society
    • Member, Advanced Planned Giving Board

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    Mike Hardin

    Michael W. Hardin, CRC®

    Vice President, Senior Financial Advisor

    2112 North Roan Street, 8th Floor, Johnson City TN 37601
    423-461-1277
    mwhardin@FTBAdvisors.com

    EXPERIENCE

    • 17 years in the financial services industry
    • Areas of expertise include all aspects of Investment Management and Retirement Income Planning

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Retirement Management AnalystSM (RMA), Retirement Income Industry Association
    • Certified Retirement Counselor® (CRC), Retirement Income Industry Association
    • Financial Industry Regulatory Authority License 4, 6, 7, 24, 26, 53, 63, 66
    • Insurance licensed in the areas of Life, Health, Disability, Long Term Care and Medicare Supplements

    COMMUNITY INVOLVEMENT

    • Deacon – First Christian Church

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    Patrick Johnson

    Patrick S. Johnson, CFP®

    Vice President, Financial Advisor

    2841 E. Andrew Johnson Hwy., Greeneville, TN 37745
    423-798-2249
    psjohnson@FTBAdvisors.com

    EXPERIENCE

    • Eight years in the financial services industry
    • Currently focused on providing fee-based money management and financial planning

    EDUCATION

    • B.S. Mechanical Engineering - Tennessee Technological University - 1993
    • Masters of Business Administration - East Tennessee State University - 2001

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Series 7 General Securities Representative
    • Series 66 Uniform Combined State Law Exam
    • Life Insurance (TN)
    • Accident & Health Insurance (TN)

    COMMUNITY INVOLVEMENT

    • Greene County Partnership
    • Greene County YMCA Board of Directors Past President and Trustee
    • Tusculum College Arts Outreach Program
    • United Way

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    Paul Jepson

    Paul Jepson, CFP®, CLU®

    Vice President, Financial Planner

    2112 North Roan St., 8th Floor, Johnson City, TN 37601
    423-461-1209
    pijepson@FTBAdvisors.com

    EXPERIENCE

    • 25 years in the financial services industry
    • Currently focused on providing financial planning

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Chartered Life Underwriter®

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    Steve Smith

    Steve Smith, CRC®

    Vice President, Senior Financial Advisor

    4301 Ft. Henry Drive, Kingsport, TN 37663
    423-239-5304
    rssmith@FTBAdvisors.com

    EXPERIENCE

    • 19 years in the financial services industry
    • Currently focused on providing solutions to investment and retirement needs

    EDUCATION

    • Bachelor's in Business and Economics from King College

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, 63, Licenses
    • Life and Health Insurance Licensed
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Finance Committee Member for Central Presbyterian Church

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    Teresa Unick

    Teresa L. Unick, CFP®

    Vice President, Financial Advisor

    235 E. Center Street, Kingsport, TN 37660
    423-378-7013
    tlunick@FTBAdvisors.com

    EXPERIENCE

    • 20 years in the financial services industry
    • Areas of expertise include all aspects of financial planning, retirement planning analysis, and investment management and analysis

    EDUCATION

    • Bachelor of Science, Economics, Rollins College

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 63, 26 Licenses
    • CERTIFIED FINANCIAL PLANNERTM professional
    • Insurance licensed in the areas of life, health, and disability

    COMMUNITY INVOLVEMENT

    • Treasurer, Girls, Inc., Kingsport
    • Active in Boys and Girls Club of Kingsport

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    Yvette Slagle

    Yvette Z. Bryan, CRC®

    Vice President, Senior Financial Advisor

    2112 N. Roan Street, 8th Floor, Johnson City, TN 37601
    423-461-1307
    yzbryan@FTBAdvisors.com

    EXPERIENCE

    • 19 years in the financial services industry
    • Currently focused on providing comprehensive financial and estate planning, investment management, and corporate retirement plans

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 26, 63, 66 Licenses
    • Life Insurance, Accident & Health Insurance & Variable Contracts License
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • United Way of Washington County, TN – Board Chair
    • Mountain States Foundation – Board of Directors
    • Telford United Methodist Church – Finance Committee, Endowment Committee Chair
    • Rotary Club of Johnson City – Member, former Board of Directors

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