Background & Expertise

• Southern Adventist University

• FINRA Series 6, 7, & 63

• Life, Health, and Long-Term Care Insurance Licenses

• Industry Experience: 11 years

Area of Focus

Jonathan joined BrightView Capital in 2019, after beginning his career with Northwestern Mutual in 2013. He serves as a private wealth advisor with expertise in discovering and implementing financial planning strategies designed to secure our clients’ future. He is committed to protecting our clients with the use of unique insurance and investment solutions to deliver personalized, comprehensive financial planning solutions.

Personal Bio

Jonathan and his wife Kristi have two daughters, Georgia and Charlie. They enjoy going on family adventures out west, or any destination that provides the opportunity for skiing, golf, or fly fishing. He is honored to serve on the board of directors for YMCA of Metropolitan Chattanooga.

Background & Expertise

• Belmont University

• Certified Financial Planner (CFP®)

• Chartered Financial Consultant (ChFC®)

• Retirement Income Certified Professional (RICP®)

• FINRA Series 6, 7, 63, & 65

• Life, Health, and Long-Term Care Insurance Licenses

• Industry Experience: 12 years

Area of Focus

During his years at Belmont University and in the minors with the Kansas City Royals, Derek left his mark on the diamond with grit and tenacity. Driven by loyalty to his teammates, Derek thrived on the long grind, season after season. Now, Derek brings that relentless determination and ingrained sense of responsibility to his role as a private wealth advisor with BrightView Capital. Committed to a robust knowledge of this constantly evolving industry, Derek walks alongside his clients through the complexities and joys of each stage of life.

For Derek, this is so much more than just a career, allowing him to put his persistence and commitment to integrity into the service of others. Rather than simply pushing a product or providing a canned answer to a multifaceted life situation, Derek forges meaningful relationships, learning each distinctive story and crafting holistic, personalized guidance.

Personal Bio

Derek and his wife Alexis have two daughters, Peyton and Tatum, and live in Brentwood. When not in the office, you can find Derek volunteering in the youth ministry at Grace Church Nashville, buried under a pile of books (mostly history and sports non-fiction) or watching Tennessee Vols football.

Background & Expertise

• University of West Florida

• Retirement Income Certified Professional (RICP®)

• FINRA Series 63 & 7

• Life, Health, and Long-Term Care Insurance Licenses

• Industry Experience: 20 years

Area of Focus

Len Martini joined BrightView Capital in May 2015 as an investment specialist, with 11 years of prior experience in the financial services industry. Having worked with clients through both the ups and downs of stock market cycles, Len understands the real-world impact of financial risk and return. As a private wealth advisor, he brings that experience to life, building all weather portfolios designed around his clients’ individual financial planning goals.

Personal Bio

Len and his wife Danielle have three young children, Madeline, Abigail, & Benjamin. As a family, they are avid Tennessee Vols football fans and uphold a prestigious reputation as the best dressed family every year for Halloween.  Len enjoys hunting, supporting his amazingly talented daughters in their art of dance, and coaching his son in baseball.

Background & Expertise

• Abilene Christian University
• Certified Financial Planner (CFP®)
• Retirement Income Certified Professional (RICP®)
• FINRA Series 6, 7, 63, & 66
• Life, Health, and Long-Term Care Insurance Licenses
• Industry Experience: 35 years

Area of Focus

With 35 years of experience as a trusted advisor, Rodney is a seasoned Certified Financial Planner® who has built lifelong relationships through serving his clients. He is known for his deep expertise in strategic investment planning, ensuring that his clients' portfolios are properly diversified to optimize growth and manage risk.

His extensive background encompasses wealth management, asset and income protection, incentive compensation plans, and comprehensive financial planning tailored for both individuals and businesses. Rodney’s holistic approach to financial planning includes a focus on tax-efficient retirement distribution strategies, helping clients maximize their retirement income while minimizing tax liabilities.

Whether crafting a detailed financial plan or advising on complex investment strategies, Rodney brings a wealth of experience and a commitment to excellence to every client relationship.

Personal Bio

Rodney grew up on a farm in east Texas, where he developed a strong work ethic and a love for the outdoors. He continues to stay connected to his roots by raising beef cattle with his brother. Rodney lives in Cool Springs with his wife, Elizabeth. They are incredibly proud of their three adult children: Hannah, Rachel, and Haddon. 

The Alexanders are members of Grace Chapel Church and enjoy being involved in their community. Outside of his professional life, Rodney enjoys watching SEC football and staying active through working out, hiking, cycling, and traveling with family.

Background & Expertise

• University of Tennessee at Knoxville
• Certified Financial Planner (CFP®)
• Certified Public Accountant (CPA)
• FINRA Series 6, 7, & 63
• Life, Health, and Long-Term Care Insurance Licenses
• Industry Experience: 5 years

Area of Focus

As a daughter of a Northwestern Mutual advisor, Hannah’s passion for having a robust understanding of financial tools and strategies was naturally sparked at a young age. After earning her master’s degree in accounting, she launched a career as a Certified Public Accountant with PwC. She has drawn from that unique foundation of expertise in discovering her true calling as a Private Wealth Advisor with BrightView Capital.

Being immersed in the world of financial auditing and analysis equipped Hannah with an ability to dissect complex financial data and present clear, actionable insights. She specializes in cultivating strategic plans for business owners, executives, medical professionals, and families in need of intergenerational planning. With an intuitive ear and big-picture vision, Hannah finds joy in understanding what matters most to her clients and empowering them to achieve their dreams.

Personal Bio

Hannah’s roots are in Franklin, TN, but she is captivated by the majestic mountains and winding rivers of the western United States. A lover of the outdoors and adventure, she frequently travels with friends to explore new trails, discover hidden waterfalls, hit the ski slopes, or try her hand at fly fishing. Back home, she enjoys yoga, connecting with women in her community at the Breakfast Club of Nashville, and is honored to serve on the advisory board at St. Augustine’s Chapel.

Background & Expertise

• Harding University

• Retirement Income Certified Professional (RICP®)

• FINRA Series 7 & 63

• Life & Health Insurance Licenses

• Industry Experience: 23 years

Area of Focus

If you need an answer to a complex problem or someone to walk you through the weeds of intricate account issues, Stephanie finds genuine joy in rolling up her sleeves and stepping into the fray.

Over the past 20 years, Stephanie has grown through the ranks of a variety of specialized financial firms. Through this layered immersion, she developed a wide scope of expertise and developed a keen eye to meticulous accuracy. From her time with UBS Financial Services, Inc., Laffer Investments, and Capital Trust Wealth Management, Stephanie gleaned comprehensive experience that she brings to each client relationship with BrightView Capital.

Personal Bio

With her two young boys, Mads and Leo, Stephanie lives in Nashville and dreams of traveling and adventure as soon as she has a spare moment.

Background & Expertise

• University of Tennessee at Chattanooga

• FINRA Series 6, 7, & 63

• Life, Health, and Long-Term Care Insurance Licenses

• Industry Experience: 11 years

Area of Focus

Anna Lloyd joined BrightView Capital in May 2017, but has been with Northwestern Mutual in various roles since 2013. She specializes in investment analysis, research, and preparing comprehensive planning proposals. Anna provides excellent support for all investment-related questions and service needs.

Personal Bio

A proud Chattanooga native and GPS alumnae, Anna and her husband John Michael have a young daughter named Mary Scott and a golden doodle named Raleigh, who still thinks she’s the baby of the family. They enjoy weekend getaways with friends and soaking up these moments of parenting a fast-growing toddler.

Background & Expertise

• Covenant College

• Certified Financial Planner (CFP®)

• FINRA Series 7 & 63

• Life, Health, and Long-Term Care Insurance Licenses

• Industry Experience: 8 years

Area of Focus

Stephen Sutherland worked for Northwestern Mutual as a college intern in 2017 and joined the BrightView Capital team in 2019. He plays a vital role in assisting our clients with opening investment accounts, processing trades and transactions, and utilizing our sophisticated planning analysis software to show our clients where they stand in the pursuit of their unique goals. Stephen is a diligent problem solver and is eager to assist our clients with any questions they have regarding their investment portfolios.

Personal Bio

Stephen is originally from Maryland, but made Chattanooga his home after attending Covenant College, where he played collegiate soccer. He continues to enjoy playing team sports whenever possible and is actively involved in youth ministry at Northshore Fellowship.

Background & Expertise

• University of Tennessee

• FINRA Series 7 & 63

• Life & Health Insurance Licenses

• Industry Experience: 5 years

Area of Focus

Energized by rigorous challenges and collaboration, Austin thrives in his role as an advocate for our clients’ success. He enjoys getting to know clients as he helps simplify their lives through exceptional service.  He is an innovator who is always looking for ways to improve our client experience and is a great resource for all questions related to investment accounts and portfolio performance.

Austin’s desire to serve others in the financial industry has led him to explore some diverse aspects of the market. After working for 21st Mortgage and Regions Financial Corporation, Austin gathered all this expertise and found his home at Sterner Financial.

Personal Bio

Austin lives in White House, TN where you’ll find him pacing the room during Vols and Titans games, then calming down by taking laps in the pool or casting a line into the river.

Background & Expertise

• FINRA Series 6, 63, & 65
• Life & Health Insurance Licenses
• Industry Experience: 12 years

Area of Focus

With 9 years of prior industry experience, Jason joined the BrightView Capital team in the Franklin office in August 2021. He plays a pivotal role in helping clients navigate the complexities of wealth management with a calm and thoughtful demeanor. His keen understanding of what it takes to implement investment strategies and navigate market dynamics makes him a trusted partner in providing personalized advice and support to our clients.

Personal Bio

Jason developed a love for travel through the unique childhood experience of living in both the United States and Australia. He and his wife, Autumn, enjoy camping and exploring Tennessee state parks with their dog, Chevy. He enjoys golf, fishing, and rooting for the Titans, San Francisco 49ers, and the Golden State Warriors.

Background & Expertise

• Trinity University
• Bryant University (MBA)
• FINRA Series 7 & 66
• Life and Health Insurance Licenses

Area of Focus

Before joining joined the BrightView Capital team in July 2024, Brian gained firsthand experience in client relations and investment strategies through working as an advisor with another firm. He fills an important role in guiding clients through the new account opening procedures and handling investment service requests. Brian is attentive and focused on making each client feel supported and confident through the entire process of implementing their personalized investment plan.

Personal Bio

Brian grew up just outside of Philadelphia but landed in Nashville after college. Outside of work, Brian’s passion for baseball continues to play a significant role in his life. As a former college player, he now shares his love for the game by coaching a youth baseball team in his spare time. He also enjoys golf, pickleball, discovering new restaurants, and cheering for his favorite Philadelphia based teams such as the Eagles, 76ers, Phillies, and Flyers.

Background & Expertise

• University of Tennessee at Chattanooga
• Bryan College (MBA)
• Chartered Life Underwriter (CLU®)
• FINRA Series 6, 7, & 63
• Life, Health, and Long-Term Care Insurance Licenses
• Industry Experience: 13 years

Area of Focus

An essential and loyal team member since April 2011, Amy Shuff ensures that we spend the right amount of time, at the right time, with our clients.  She is detailed, thorough, and well aware that our clients are busy, hardworking people who understand the value of planning for their futures. She manages John's calendar, assists clients with paperwork, and is happy to answer questions or provide information about insurance policies and accounts.

Personal Bio

Amy was born and raised in Chattanooga, and we are convinced she is friends or acquaintances with at least half of the city’s population. She recently married her husband Ryan and together they enjoy traveling and being active outdoors with their friends and faithful dog, Stella.

Background & Expertise

• Sewanee: The University of the South
• FINRA Series 7 & 63
• Life & Health Insurance Licenses
• Industry Experience: 7 years

Area of Focus

With assuredness and poise, Emma guides clients through the underwriting process and provides first-rate service to existing policyowners. Whether applying for life, disability, or long-term care insurance, or navigating the workings of your policies, you can count on Emma’s attentiveness and guidance.

Personal Bio

Emma and her husband Colby live in Chattanooga where you’re likely to find them spending quality time with friends, family, and their dog, Mr. Peanut Butter. 2024 has been an exciting year as they welcomed their son, Arthur, to their family!

Background & Expertise

• Southeast Missouri State University
• FINRA Series 6 & 63
• Life & Health Insurance Licenses
• Industry Experience: 16 years

Area of Focus

Jennifer has worked with Northwestern Mutual since she began her career as an intern in 2008. Holding various roles within the company has allowed her to gain a comprehensive breadth of knowledge and a genuine understanding of what it means to guide clients towards financial health and security. Her goal is to ensure our clients feel they are working with a trusted partner while executing their insurance planning.

Personal Bio

Growing up on a farm in Missouri instilled in Jennifer a love of the outdoors (and the St. Louis Cardinals). She lives in Nashville with her husband Matt and two young children, Parker and Addie, and volunteers with Mother to Mother and Hope Clinic for Women in her free time.

Background & Expertise

• Young Harris College
• Life & Health Insurance Licenses
• Industry Experience: 1 year

Area of Focus

Coming from a background in management and customer service as a Fleet Production Supervisor for Enterprise Holdings, Sarah eagerly jumped into a new industry when she joined our team in 2023. Over the last year, Sarah has shown an enthusiasm and aptitude for learning and providing exceptional service. She gracefully guides clients through the steps of insurance underwriting and advocates for the best outcomes possible along the way.

Personal Bio

Sarah lives just outside of Chattanooga in her hometown of Wildwood, GA. She and her husband, Rhett, have a friendly cat named Skunk and a dog named Lincoln. Together, they enjoy all things active and outdoors, especially pickleball, beekeeping, and her collegiate sport of basketball.

Background & Expertise

• University of Tennessee at Chattanooga
• Certified Public Accountant (CPA)
• FINRA Series 7 & 63
• Life & Health Insurance Licenses
• Industry Experience: 25 years

Area of Focus

Tommy Adkins joined the BrightView Capital team in 2022 as our Chief Financial Officer. In addition to his operational responsibilities for the firm, he also adds valuable expertise for tax efficient planning analysis. His career experience includes tax and audit in both public accounting and private industry.

Personal Bio

Tommy is a Chattanooga native who left for several years to work in Washington, DC and New Orleans. He and his wife, Kim, have returned to Chattanooga with their dog, Ray.  Their love and curiosity for experiencing the diversity of our world has led them to travel all over the globe to be immersed in other lands and cultures.  They live life fully, with another adventure always on the horizon!

Background & Expertise

• Bryan College
• FINRA Series 6 & 63
• Life, Health, and Long-Term Care Insurance Licenses
• Industry Experience: 17 years

Area of Focus

Since 2007, Beth has faithfully served in many different roles for BrightView Capital. Her problem-solving skills and propensity to see challenges as opportunities for growth have been a valuable asset to the team over the years. Her current focus is on marketing, enhancing the client experience, and office administration.

Personal Bio

Working part-time allows Beth to enjoy these fleeting years of raising her four children, Lily, Luke, Ella, & Ivey. She and her husband Rob are actively involved at Calvary Chapel Northside. They enjoy coaching their kids’ sports teams, managing several vacation rentals, and being active in all the outdoor beauty Chattanooga has to offer.