After obtaining his degree in corporate finance with a concentration in investments, Zach founded Jamison Wealth Management at the beginning of 2017. He and his team specialize in financial planning with professional athletes and entrepreneurs developing comprehensive financial plans that allow his clients to achieve their goals. His areas of expertise include wealth management, insurance planning, retirement income planning, tax and estate planning strategies, and business continuation planning.

After his college football career and obtaining his MBA in Finance, Chad started his financial planning practice in early 2017. Along the way, he has worked closely with business owners, real estate investors, business professionals, and families of all sizes to develop comprehensive financial plans to help clients achieve their goals.

His areas of expertise include wealth management, insurance planning, retirement income planning, tax and estate planning strategies, and business planning. Chad has achieved FORUM each of the last four years, which is awarded to the top 2% of financial advisors within the Northwestern Mutual family.

Justin has been a financial advisor since 2019 and recently joined as a partner in early 2024. He specializes in strategic planning for business professionals, medical practitioners, and real-estate investors. Justin’s areas of expertise include wealth management, insurance planning, tax and estate-efficiency, and investment analytics. He is responsible for analyzing our clients’ investments and planning strategies, playing a crucial role in our team’s ability to craft detailed financial plans tailored to each client’s unique needs.

Tanner joined as a junior partner at the beginning of 2023. After completing his college football career and earning his degree in sports management, he wanted to build a career around his love of sports and helping people. Tanner plays a key role in delivering world class service to our professional athlete clients on a daily basis. He is responsible for client service and developing financial plans that help clients reach their potential.

Amanda has been with us since 2017 and assists with all day-to-day operations of the practice and coordinates direct communication with clients and acts as a liaison to our home office support. She assists with scheduling appointments, underwriting operations, processing service needs - including name, address, beneficiary, and banking changes, and Insurance policy information.

Elisabeth Thompson has been affiliated with Northwestern Mutual since June of 2018 as part of SET team. She has recently joined Levels Wealth Partners and holds her Life & Health Insurance license in TN. As an Associate Financial Representative, Elisabeth specializes in client service needs and is a liaison between the home office, the financial advisor and clients.

Originally from Florida, Elisabeth and her husband reside in Limestone, TN., where she enjoys spending time with her six adult children and traveling.

Melina joined the team in 2021 and is licensed in TN for Life & Health Insurance. She assists clients with IRA rollovers, account set up, transfers, along with various other investment account administration & maintenance. She also assists in processing service needs related to client onboarding and insurance.