Our Qualifications
We provide financial services for both individual clients and companies. Our work with individual clients includes overall financial and retirement planning, wealth management including brokerage services, risk management (life, disability, long-term care, and health insurance), and estate planning. Our work with companies includes employee benefits, ranging from group insurance to retirement savings plans, as well as financial services for employees.
Marian Geohegan (Direct: (865) 384-7270)
Whether assisting individuals or businesses, Marian strives to be comprehensive in her work, true to the requirements of the CERTIFIED FINANCIAL PLANNER™ certification.
In addition to her registrations and licensing, Marian Geohegan has earned the CERTIFIED FINANCIAL PLANNER™ certification. Individuals certified by CFP Board have submitted to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. Marian has also earned the Chartered Retirement Plans SpecialistSM certification.
Marian received her Bachelor's Degree from Shenandoah Conservatory in Virginia and her Master's Degrees in music (M.M.) and business administration (M.B.A.) from the University of Illinois in Champaign-Urbana. She has over 35 years of business management and consulting experience, working with a wide range of businesses and individuals.
In addition to her education and experience, Marian is securities licensed and also holds life and health licenses from the states of Tennessee, Alabama, Colorado, Kentucky, Georgia, Missouri, New York, Texas, and Virginia. She may become licensed in additional states as needs of clients arise.
Marian has also been active in professional and community organizations, previously serving as president of several key organizations, including the Council of West Knox County Homeowners, Inc.
Aaron Buck (Direct: (865) 742-0910)
Aaron Buck is a financial advisor with over a decade of experience in financial services. Since beginning his career in 2015, he has focused on helping clients organize their financial lives, make informed decisions, and work toward their long-term goals.
Aaron takes a comprehensive approach to financial planning and believes good advice starts with understanding each client's unique goals, concerns, and priorities. He has earned the CERTIFIED FINANCIAL PLANNER™ certification, which reflects extensive education, examination, experience, and ethical requirements established by CFP Board.
Aaron earned his Bachelor of Science in Accounting and Master of Business Administration from Western Governors University. In addition to his education and experience, Aaron is securities licensed and an Investment Adviser Representative in Tennessee. He may become licensed in additional states as client needs arise.
Aaron is also active in the community and is a graduate of the 2017 class of Leadership Oak Ridge.
Aaron lives in Knoxville with his wife and two children. Outside of work, he enjoys spending time with family, traveling, and being outdoors.