We are a Knoxville, Tennessee-based registered investment advisor founded in late 2012 by Donald Nalls, CFP®. Our practice was built upon the dual pillars of Don’s two decades of financial advisory experience, as well as the honor and integrity instilled in him during his time spent with the United States Military. In 2014, Don was joined by T. Lee Sherbakoff, CPA/PFS CFP® also a US Military veteran and experienced investment professional, to form The Nalls Sherbakoff Group, LLC. Kim Spencer, CFP®, CDFA® joined the group in January 2016, complementing Don and Lee with her focus on women going through divorce and other life transitions. Combined, our team has over sixty years’ investment experience, a deep appreciation of the financial markets, and investor behavioral insight, not to mention a relentless pursuit towards excellent client service. Together, we look forward to many years helping our clients pursue financial security.
Our Core Purpose
To partner with our clients as an advocate, teammate, and counselor, putting their interests first to give them the best opportunity to reach their lifetime goals.
Our Knoxville Investment Advisor Edge
Selecting an investment advisor who provides sage and accurate advice improves client investment outcomes, and for some clients, changes their lives. However, it can be difficult to decide on the right investment advisor partner. That’s why we set ourselves apart with our:
Emphasis on Education
A good financial advisor is first, and foremost, an educator. Having conversations with our clients, we seek to prevent inappropriate decisions at inappropriate times that could destroy lifetime goals and objectives.
We are a fee-only advisory firm, meaning we do not receive commissions of any kind, including 12b-1 fees, sell products, or participate in revenue sharing.
We offer pension consulting services to employee benefit plans and their fiduciaries, both for new and existing plans.