Wealth Management in Knoxville

Knoxville, TN

Wealth Management in Knoxville

Address

9717 Cogdill Road, Suite 202
Knoxville, Tennessee 37932

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Hours

M – F: 8am – 5pm
Sat: Closed
Sun: Closed

Phone

Call us today at (865) 481-0385

Jill Hudgins

Client Service Associate

Knoxville, TN

Jill Hudgins

Client Service Associate

Knoxville, TN

Department: Client Service

Experience: Clients services since 2003

Education: Associated in office systems technology

Jill joined the Modern Wealth Management team in June 2024 following the acquisition of C&J Wealth Advisors in Knoxville, Tenn. She handles the day-to-day tasks that help to keep the office running smoothly. Jill is also responsible for the management of client appointments and oversees the paperwork process for all accounts.

Jill has lived in Knoxville her entire life. When not working, she and her husband, Larry, enjoy boating, camping, hiking, gardening, going to the beach, and spending time with their dog, friends, and family.

Jenny Huskey

Client Relationship Manager

Knoxville, TN

Jenny Huskey

Client Relationship Manager

Knoxville, TN

Department: Client Service

Experience: Wealth Management since 1999

Education:  University of Tennessee – Bachelor of Arts in French and International Business from the University of Tennessee and Master of Science in Trade and Logistics from the University of London/Bayes Business School

Jenny became a member of the Modern Wealth team in June 2024 after the acquisition of C&J Wealth Advisors in Knoxville, Tenn. She came to C&J Wealth Advisors after completing business school and fulfilled many tasks related to compliance, operations, billing, and reporting. Jenny assists Modern Wealth advisors and works with our client services team.

Jenny was excited to join the Modern Wealth team and leverage the firm’s resources, enhanced technology, advisory team, wisdom to draw from to better serve clients, and growing the Knoxville office.

Jenny and her husband, Brian, have one daughter, Alta. They enjoy running, traveling, baking, and trying new food together. She is also an avid audiobook and podcast listener, likes to draw, and is always planning her next adventure. Jenny is a proud member of Knoxville Track Club and Zeta Tau Alpha. The charitable causes she supports are Knoxville Track Club and Aid to Distressed Families of Appalachian Counties (ADFAC).

Mark King, CFP®

Managing Director and Executive Advisor

Knoxville, TN

Mark King, CFP®

Managing Director and Executive Advisor

Knoxville, TN

Department: Advisors

Experience: Wealth Management since 1998

Education: Studied finance at the University of Tennessee

Mark joined our firm in June 2024 when C&J Wealth Advisors merged with Modern Wealth. The opportunity to be a part of a fast-growing firm that was committed to its clients and that could offer expanded advisory services was one that Mark found very appealing. Mark has primarily served clients in Oak Ridge, Tenn., by advising them with income planning and the investment management process. Mark arrived at C&J Wealth Advisors in 2003 following a five-year stint as a financial planning at ORNL Federal Credit Union.

Helping clients enhance their financial success is one of Mark’s top priorities. The most important thing in his life are the relationships he has with his children and granddaughter. Mark maintains an active lifestyle via golfing and other outdoor activities. He enjoys cheering on the University of Tennessee Volunteers no matter the season. Mark also supports Aid to Distressed Families of Appalachian Counties (ADFAC) and Community Mediation Services.

Jeff Loos, ChFC®, CLU®, RICP®

Lead Advisor

Knoxville, TN

Jeff Loos, ChFC®, CLU®, RICP®

Lead Advisor

Knoxville, TN

Department: Advisors

Experience: Wealth Management since 1989

Education: B.S. Finance from the University of Tennessee

Jeff enjoys helping clients with their life and retirement planning, tax management, and portfolio management. He joined the Modern Wealth team in June 2024 following the acquisition of C&J Wealth Advisors in Knoxville, Tennessee. Jeff brought 35 years of experience in the wealth management industry when he came onboard at Modern Wealth. He started his career as an agent and registered rep with Mass Mutual Financial Services. Jeff then moved to First Tennessee Bank (now First Horizon Wealth Management) in 1998 before starting his own practice in 2007. Jeff went on to join the C&J Wealth Advisors team in 2010.

Jeff excels with real life scenarios and planning. He has been on both sides of the fence—as a small business owner and as an employee—and knows how things work on each side.  Jeff knows how to budget money because he has a large family and knows how to make sure that clients are maximizing the different avenues of savings, retirement, insurance planning, and estate planning. He uses a logical and common-sense approach to things and understands how different financial vehicles work within financial plans.

Jeff and his wife, Lisa, have nine children—three are biological and six were adopted from China. They also have three grandchildren. Jeff loves competitive crappie fishing, boating, being on the lake with family, and playing pickup basketball. He’s the director of the Western Heights Charity golf tournament, which raises money for underprivileged kids and families of Knoxville. Jeff is also a member of Rotary Club of Knoxville and the National Association of Insurance and Financial Advisors.

Scott Smith, CIMA®

Investment Specialist

Knoxville, TN

Scott Smith, CIMA®

Investment Specialist

Knoxville, TN

Department: Advisors

Experience: Investment Management since 2008

Education: Bachelor of Science in Finance from the University of Tennessee

Scott became a member of the Modern Wealth Management team in July 2024 when our firm acquired C&J Wealth Advisors in Knoxville, Tenn. As a Certified Investment Management AnalystSM professional, Scott helps our Director of Investments, Stephen Tuckwood, CFA, build and maintain a robust platform of investment solutions across asset classes that enable efficient portfolio construction and successful client outcomes. Scott spent 16 years in a similar role at C&J Wealth Advisors.

Before graduating cum laude from the University of Tennessee in 2001, Scott had the honor of traveling to Omaha three times as an undergraduate to meet Warren Buffett. Scott is also a member of the Investment & Wealth Institute.

Scott and his wife, Danielle, have a large, blended family of five sons and three daughters that keep him busy and on the go. Alongside family, Scott is active in his faith and attends Providence Church. In his spare time, Scott enjoys the outdoors, reading, and playing sports, particularly tennis and ping pong.

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