My Team
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Tatum Powell
Originally from Georgia, Tatum earned a bachelor's degree in biology from Georgia Southern University in 2015. She and her husband moved to Chattanooga in the spring of 2019 and she joined Anthony's team shortly thereafter in August. She enjoys spending her free time with friends and family, traveling, and working on her hobbies of DIY and carpentry.
Tatum oversees the day-to-day operations of the practice and can assist with both investment and insurance account servicing. Please contact her for help with the following:
- Account balances
- Processing service needs - including name, address, beneficiary, and banking changes
- Investment questions and distribution requests
- Insurance policy information and service questionsÂ
Licenses: Tennessee Life and Health Insurance License, Series 7, Series 63
Jordan Lee Humble
Jordan is a Chattanooga native and graduate of the University of Tennessee. He has been in the financial industry for several years and joined Anthony's team in 2020. He lives with his wife, Jaclyn, and their two dogs, Gumbo and June, in the town of Signal Mountain.
Jordan works with Anthony on:
- Investment portfolio design and monitoring
- Comprehensive financial planning – both pre-retirement accumulation and post-retirement distribution strategies
- Market research and fund selection
- 401(k) retirement plan creation
- Retirement solutions for businesses – including 401(k), SIMPLE, and SEP plans
Please contact Jordan for help with investment account servicing needs – including general questions and any changes or updates.
Licenses: Tennessee Life and Health Insurance License, Series 7 and 63
Rebecca Carter
Rebecca graduated with a bachelor's degree in Interdisciplinary Studies from Covenant College in 2020 and joined Anthony's team in 2021. She grew up in Michigan and takes advantage of any opportunity to be active, travel with friends and family, and enjoy the great outdoors.
Rebecca is responsible for onboarding new clients and coordinating direct communications with Anthony. Please contact her for help with the following:
- Scheduling appointments with Anthony
- Underwriting operations
- Policyowner services
Licenses: Tennessee Life and Health Insurance License