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Our Team
About Philip
Philip is a seasoned financial professional with nearly a decade of experience working with investments, insurance, and complex financial plans.
With an emphasis on values-based planning and advice, Philip works to co-create financial plans that align with what is most important to his clients. As a CFP® professional, Philip ensures his clients’ interest come first and that he is prepared to help them through each of life’s many transitions.
Philip has a bachelor’s degree from William Carey University and a master’s from the Southern Baptist Theological Seminary in Louisville, KY. He is married to his wife, Allison Alford, a licensed clinical mental health counselor, and has one daughter, Nola. Philip and his family enjoy hiking, live music, and investing time with family, friends, and their community.
About the Team
We serve individual investors who feel like they’re juggling too much to manage their financial life properly
Samuel K. Ross
CFP® Certified Financial Planner
ChFC® Chartered Financial Consultant
CLU® Chartered Life Underwriter
MBA Masters of Business Administration
MSFS Masters of Science Financial Services
Born and educated in Pensacola, FL., Sam graduated Summa Cum Laude from Harding University in 1979 with a B.S. degree in Business Management. He followed his B.S. with an MBA from Tennessee Tech. Sam went on to earn a Masters Degree in Financial Services.
Sam began his career with MetLife as a financial services representative advancing into various management positions during his past thirty years in the Tri-Cities area.
He has set many company and industry sales records, qualifying for the prestigious Million Dollar Round Table seven times. He has held various officer positions in many of the local professional organizations, such as NAIFA and the Estate Planning Council.
Sam resides in Kingsport, TN with wife Pam, where they are active in church and missionary work. They have 3 children and 4 grand-children.
Professional Organizations
Nat’l Assn of Insurance & Financial Advisors
Tri-Cities Estate Planning Council
Million Dollar Round Table – Court of the Table
America’s Top Financial Planners – Consumer’s Research Council of America
Michael D. Bird
CFP® Certified Financial Planner
ChFC® Chartered Financial Consultant
MBA Masters of Business Administration
A native-born Texan, Michael graduated from Texas Tech University with a BS degree in Industrial Engineering. He followed his B.S. with an MBA from University of Memphis, CFP designation, and ChFC.
Michael began his career in manufacturing before moving into financial planning, which makes his approach more analytical than most. He has held various leadership positions in many organizations, and has most recently served as President for the Bristol Morning Rotary.
Michael conducts a bi-weekly financial radio show on WKPT, 1400 AM on Wednesday mornings.
Michael resides in Johnson City, TN with wife Donna, where they actively lead in their local church. Sam and Michael teach a retirement course that rotates among a couple of local colleges.
Professional Organizations
Financial Planning Association
Tri-Cities Estate Planning Council
America’s Top Financial Planners – Consumer’s Research Council of America
Jordan Carrier
Bachelors of Business Administration
Jordan was born in Bristol, TN. Shortly after high school he enlisted in the United States Air Force where he was a military police officer stationed in Texas and Montana. After returning home, Jordan worked for several years at the local veteran’s hospital before becoming a financial advisor. He now lives in Bluff City, TN with his wife Megan.
Jordan earned his degree from King University and is currently seeking his CFS Certified Fund Specialist designation.
Growing up in east Tennessee, my parents worked hard to provide for my brother and I while being honorable stewards of God's provisions. As teenagers our father unexpectedly passed away, leaving our family with worry and doubts about finances. During this difficult time God led us to a financial advisor who guided us through challenging circumstances and decisions. Such circumstances helped me realize at an early age my desire to serve others. I began by serving in the military and later at the local veteran’s hospital before becoming a financial advisor. My goal as your advisor is to be the best steward with what you have worked hard to obtain. I will guarantee you my honesty, attentiveness, availability, and ethics in helping you reach your financial goals. Whether you are new to personal finances or a seasoned veteran, I look forward to working with you.
Philip Alford
CFP® Certified Financial Planner
Philip is a seasoned financial professional with nearly a decade of experience working with investments, insurance, and complex financial plans.
With an emphasis on values-based planning and advice, Philip works to co-create financial plans that align with what is most important to his clients. As a CFP® professional, Philip ensures his clients’ interest come first and that he is prepared to help them through each of life’s many transitions.
Philip has a bachelor’s degree from William Carey University and a master’s from the Southern Baptist Theological Seminary in Louisville, KY. He is married to his wife, Allison Alford, a licensed clinical mental health counselor, and has one daughter, Nola. Philip and his family enjoy hiking, live music, and investing time with family, friends, and their community.
Our Comprehensive Financial Planning Process
1.
Getting Started
To begin this journey together, we offer you a two hour complimentary consultation. This provides both of us the opportunity to determine if we are a “match” for working together. We want you to be comfortable with the process; therefore, you set the pace.
Our objective is to build strong, lasting client-counselor relationships.
2.
Discovery
Just like your medical doctor, we also make a thorough examination of your “financial health” prior to providing a prescription. Prescriptions in our business represent solutions to problems uncovered during your financial exam. Just as you would expect your doctor to make proper discovery through a detailed examination, you can expect our advisors to approach your planning with similar detailed fact gathering.
3.
Fee Structure
At the conclusion of our complimentary fact-gathering sessions, we will recap what we grasp to be your life goals and what you hope to get out of the planning process. We will then present our fee schedule for the financial plan development.
4.
Analysis
After gathering details during your “financial check up,” we analyze the data using the latest technology along with our years of education and experience. A Financial Plan is then generated addressing up to ten areas of financial concerns.
5.
Recommendations
Having completed the in-depth analysis, we then present our findings which are unique to you. We also tailor solutions to meet your goals. As investment advisors, our loyalties are to you, our valued client.
6.
Reviews
We expect, at a minimum, to meet with you annually for a review and any course corrections as we proceed. We will continue to guide you towards your ultimate destination.
Clarity, confidence, and control
You’ve done the hard work to earn it. We build the system to protect it
We serve individual investors who feel like they’re juggling too much to manage their financial life properly—but they know the stakes are too high to keep winging it.
Our system brings together tax, investment, education, and retirement planning into one coordinated process—with personalized advice, execution, and ongoing clarity.
What Our Clients Are Saying
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For your complimentary initial consultation, please call us at (423) 789 - 2000
Securities offered through The O.N. Equity Sales Company
Member FINRA / SIPC, One Financial Way Cincinnati, Ohio 45242 (877) 663-7267.
Investment Advisory services offered through O.N. Investment Management Company.
Members of the firm are licensed to offer insurance and other financial products in AR, CO, FL, GA, IL, KY, PA, TN, VA, WA and WV.
Office Locations
1810 Hwy 394,
Blountville, TN 37617
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