(423) 398-1133

Financial Strategies Built for Life

At East Tennessee Wealth Partners, we help individuals, families, and business owners make confident financial decisions—especially as they approach or navigate retirement.

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Who We Serve

We focus on working with:

Business owners

Strategic financial strategies to help protect your business, reduce taxes, and support long-term wealth goals.

Couples & Families

Personalized strategies focused on retirement income, tax efficiency, and protecting what matters most.

Pre-Retirees & Retirees

Clear, confidence-building plans designed to help your income last and navigate retirement smoothly.

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Our Approach

A Clear Path Forward

Our strategy-driven approach considers all aspects of your financial picture, not solely investment performance

Retirement Income Strategies

Strategies designed to help your income last as long as you do

Investment Management

Risk-aware strategies aligned with your goals and timeline

Tax-Aware Strategies

Coordinating with your CPA to improve tax efficiency now and in retirement

Life Insurance, Disability Insurance, & Employee Benefits

Protecting what you’ve built

Long-Term Care & Healthcare Strategies

Preparing for one of retirement’s biggest risks

Legacy & Estate Strategies Support

Helping ensure your wishes are carried forward

What Makes Us Different

Transparency, education, and long-term relationships are at the core of everything we do.

Community & Relationships

As a local East Tennessee firm, relationships matter to us. We’re proud to serve our community and build long-term relationships with the people and families we work with.

Strategy Over Products

We take the time to learn your story, your concerns, and your goals—then design a personalized strategy that brings everything together in a way that makes sense.

Let’s Build a Strategy You Understand

Call us now 423-398-1133

Meet the Team Behind Your Strategy

A dedicated group of professionals focused on clear guidance, thoughtful solutions, and lasting relationships.

R. Todd Potter*

Partner

Todd Potter is a Partner at East Tennessee Wealth Partners, bringing more than 30 years of leadership experience in the financial services industry. Throughout his career, Todd has built a reputation for steady guidance, integrity, and a strong commitment to serving both clients and advisors. He holds his FINRA Series 6 and 63 licenses and continues to play an active role in mentoring and developing others within the profession. Outside of the office, Todd is deeply committed to his faith and community, serving as a Deacon at Church on the Life. He and his wife, Wendy, are proud parents of two children and grandparents to two grandchildren, cherishing time spent with family.

Brian Moles*

Partner

Brian Moles, CLF, LUTCF, is a Partner at East Tennessee Wealth Partners and Head of Agency Development for OneSouth Financial Group. Since joining the firm in 2017, he has led the growth of the Eastern Tennessee operation while supporting financial professionals development across multiple states. Brian began his career in 2008 with AIG Financial Network, where he advanced into leadership roles including Associate Manager and National Management Trainer. He focuses on training, advanced case design, and helping financial professionals build scalable, client-centered practices. He holds his FINRA Series 6 and 63 licenses and resides in Blountville, Tennessee.

Bryan Clark*

Financial Advisor

Bryan Clark is a Financial Advisor at East Tennessee Wealth Partners with a decade of experience helping individuals and families build long-term financial strength. Born and raised in Kingsport, Tennessee, Bryan brings both local roots and global perspective to his practice, having earned his MBA in Glasgow, Scotland. He focuses on in asset accumulation strategies designed to help families grow wealth with purpose and clarity. Known for his thoughtful, relationship-driven approach, Bryan is committed to guiding clients through every stage of life with confidence and care.

Joe Cassell

Financial Professional

Joe Cassell is a Financial Service Professional at East Tennessee Wealth Partners. Born and raised in Kingsport, Tennessee, Joe began his second career in financial services after a successful 20-year tenure with Eastman Chemical Company. He brings a disciplined, service-oriented mindset to his work, long-term care planning, and life insurance strategies to help families protect what matters most. Joe holds his Life and Health insurance license and is committed to building long-term relationships grounded in trust and clarity. He is married to Angela and is the proud father of two sons, Logan and Hayden. Outside of work, Joe has spent many years coaching youth basketball, pouring into young athletes and investing in his community.

Frequently Asked Questions
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more about us
We offer comprehensive financial strategies designed to help individuals and families plan for retirement, manage investments, reduce taxes, protect assets, and plan for long-term care and legacy goals. Our approach is holistic—looking at your full financial picture, not just one piece.
We offer comprehensive financial strategies designed to help individuals and families plan for retirement, manage investments, reduce taxes, protect assets, and plan for long-term care and legacy goals. Our approach is holistic—looking at your full financial picture, not just one piece.

We primarily serve pre-retirees, retirees, business owners, and families who want clarity, confidence, and a long-term plan for their financial future. Many of our clients are nearing retirement or already retired and want to ensure their income lasts.
We primarily serve pre-retirees, retirees, business owners, and families who want clarity, confidence, and a long-term plan for their financial future. Many of our clients are nearing retirement or already retired and want to ensure their income lasts.

Unlike banks or large brokerage firms that often focus on products, we focus on personalized strategies. We take the time to understand your goals and build a plan tailored to your needs—combining investments, retirement income planning, tax-aware strategies, insurance solutions, and risk management.
Unlike banks or large brokerage firms that often focus on products, we focus on personalized strategies. We take the time to understand your goals and build a plan tailored to your needs—combining investments, retirement income planning, tax-aware strategies, insurance solutions, and risk management.

Compensation varies depending on the services provided and may include advisory fees, commissions, or a combination of both. We are always transparent about how we are compensated and explain all costs upfront so there are no surprises.
Compensation varies depending on the services provided and may include advisory fees, commissions, or a combination of both. We are always transparent about how we are compensated and explain all costs upfront so there are no surprises.

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