Whether it's more rounds of golf or more time with those grandkids, we're here to develop and implement a plan for the lifestyle YOU want.
At Blue Ridge Wealth Planners, we plan for YOU.
Our mission is to empower retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles, and we do this by providing guidance to help you develop an overall strategy for the different aspects of your retirement. We lead and coordinate a strong team of professionals in a variety of industries who work together to help ensure you receive all the assistance you need not only in developing your retirement strategy but also in maintaining it for decades to come.
We believe it’s important to plan for everything, and that means creating a strategy that allows you to get the things you really want out of your retirement. Whether it’s more rounds of golf or more time with your grandkids, we’re here to help develop the best plan for the lifestyle YOU want.
As the founder of Blue Ridge Wealth Planners, Bob Fugate is focused on helping clients work toward their retirement dreams with a comprehensive and personalized strategy.
After balancing a long career in agriculture with his part-time work in finance, Bob began working full time in the financial services industry in 1998. Because of the limitations he encountered within the captive brokerage industry and a genuine desire to work for the best interests of his clients rather than a specific company, he became an independent advisor in 2003. Bob focuses on coordinating the efforts of financial professionals in various fields in order to create comprehensive and personalized financial plans for retirees and pre-retirees in East Tennessee and beyond.
Bob holds his life and health insurance licenses in Tennessee, Georgia, North Carolina, and Virginia as well as Alaska, Arizona, Colorado, Florida, Indiana, Massachusetts, Missouri, Ohio, and Texas. He is a Certified Financial PlannerTM, a Chartered Financial Consultant, a Chartered Life Underwriter, and a Life Underwriter Training Council Fellow Recipient, and he has passed the Series 6, 7, 63, and 65 securities exams. Bob also has a Bachelor of Science degree in agricultural business and economics from the University of Tennessee and has completed 36 hours of post-graduate work in finance and economics.
Bob has been seen on or quoted in several media outlets, including The Wall Street Journal, USA Today, ABC, NBC, CBS, and Fox as well as local stations including WBIR, WVLT, and 98.7 WOKI.
As a former football player for the University of Tennessee under Coach Phillip Fulmer and high school state champion wrestler, John Vandergriff brings an important team mentality to Blue Ridge Wealth. John worked in various ministry and coaching positions for five years before joining the team in 2012.
Combining his ministry experience and his financial training from Bob, John has worked with many clients in his time at Blue Ridge Wealth. He is a dually licensed Insurance Agent and Investment Adviser Representative and is currently working to earn his CFP® Certification. John also holds a Bachelor of Arts in psychology from The University of Tennessee.
In addition to working at Blue Ridge Wealth, John continues to actively teach in his church, and he enjoys filling his extra time golfing, exercising, watching sports, and enjoying marriage with his wife, Ashley, Bob’s youngest daughter.
Brad earned his undergraduate degree in audio production and enjoys writing and recording music with his wife, Rachel, and the rest of their band.
Carolyn Sherritze joined Blue Ridge Wealth Planners in 2009. Having served in the banking industry since 1973, Carolyn is a licensed Insurance Agent, and her unique and valuable experience is an important asset to the team.
Carolyn enjoys traveling, shopping, and spending time with her husband, Bill, as well as her children and grandchildren.
Chris Gee leads our Chattanooga team. He began his career in financial services in 2003 and has been working as a financial advisor for over 12 years. Having passed the Series 7 and Series 66 exams and holding his Life, Health, Variable and Long-Term Care insurance licenses, Chris is fully equipped to utilize the entire range of investments available to our clients. Before beginning his career in finance, Chris was a U.S. Marine and Navy Chapel Candidate Officer in the United States military. He decided to make Chattanooga, Tennessee, his home 16 years ago and now enjoys spending time with his wife and six children, playing golf, and cheering on our Tennessee Vols!
Bill Hunter leads the service department for the team. He is exceptional at finding answers for clients and remembering the details of their investments. Bill has been in the financial services industry since 1994 and a member of our team since 2006.
In addition to playing organ at his church, Bill enjoys spending time with his wife, Pam, and their two children, Sarah and Andrew.
Jeannie Bullard is the first person you will meet when you walk into our Knoxville office. She is a great listener, and she genuinely cares about the interests and needs of others above herself. Jeannie joined our team in 2009 after moving to Knoxville from Waycross, Georgia. She enjoys spending time reading, walking, going to church, and cooking for her family.
Charlotte Jensen handles all things marketing and event related at Blue Ridge Wealth Planners and has more than 25 years of professional marketing experience for companies including Chick-fil-A, Petros Chili & Chips, and H&R Block. As a Blount County native, she has also worked with Boy Scouts, Girl Scouts, Knox County Schools, and has volunteered for multiple non-profit organizations in the Knoxville area. In her free time, Charlotte enjoys being outdoors, running and going to UT football games with her husband and family.
Will Houston's role is to oversee the design and management of the various technical aspects of our business, including our case design software, database, and various internal tracking systems. After working as a software engineer in a Fortune 500 company in Silicon Valley, Will decided to move back to his native home of Tennessee.
Will was Brad’s college roommate and the best man in his wedding. He enjoys hiking, traveling, and cooking.
Request a complimentary copy of our Retirement Planning Starter Kit below and learn about all the tools available to help get the results you need for the lifestyle you want. Enter your email address below to request your no-obligation kit.
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Blue Ridge Wealth Planners or Madison Avenue Securities, LLC (MAS).
Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.
Brad Fugate - TN, GA, FL, TX
Bob Fugate -TN, GA, FL, TX
John Vandergriff - TN, GA, FL, TX
Chris Gee - TN, GA