Acumen Wealth Advisors, LLC

Colby Kaluzniak is a financial advisor at Acumen Wealth Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience with firms including Cetera and George Wealth Management. Acumen Wealth Advisors, LLC serves individuals, trusts, estates, charitable organizations, corporations, profit-sharing plans, and private investment funds by providing asset management, financial planning, investment consulting, and retirement plan consulting. The firm manages around $638 million in assets and utilizes model portfolios with tactical adjustments, incorporating a range of investment vehicles and tax optimization strategies.

Reed Walters is a financial advisor at Acumen Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Principal Street Partners, Bank of America, Merrill, and Nuveen Asset Management. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm manages approximately $638 million in assets, using model portfolios with tactical adjustments and offers both discretionary and non-discretionary management alongside standalone planning and employer plan services.

David Wolfe is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding a Series 65 credential with three years of industry experience. Prior to joining Acumen Wealth Advisors in 2021, he worked at HHM CPAs for five years. Acumen Wealth Advisors serves individuals—including high-net-worth clients—trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a defined-objective, long-term investment process with diversified model portfolios and acts as a private fund sponsor and manager, providing advisory services for affiliated private real estate funds.

Jennifer Morrison is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding Series 65 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Regions Bank, ProNvest, Edward Jones, and the Tennessee Valley Authority. Acumen Wealth Advisors serves a diverse client base including individuals, trusts, charitable organizations, and corporations, offering asset management, financial planning, and retirement plan consulting. The firm employs a model portfolio approach with oversight by an investment committee and incorporates various asset classes alongside tax optimization and sub-adviser support.

Katherine Staten Sneed is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, with six years of industry experience. She holds the Series 65 designation and has previously worked at New York Life Insurance Company and Il Primo. Acumen Wealth Advisors provides asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and private funds. The firm manages approximately $638 million in assets using model portfolios with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside standalone planning and employer plan services.

Kent Mann is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Acumen Wealth Advisors, LLC. He previously worked at The Vanguard Group, Inc. for four years and has held roles at The Mann Group and Run For Your Life. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds with comprehensive portfolio management and financial planning. The firm employs a disciplined investment process centered on long-term, diversified model portfolios and also acts as a private fund sponsor and manager through affiliated real estate pooled vehicles.

Shawna Mccoy is a financial advisor at Acumen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Acumen Wealth Advisors since 2020, following two years at Wells Fargo Advisors Financial Network. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach with tactical flexibility and acts as a private fund sponsor and manager, providing advisory services for affiliated real estate pooled vehicles.

Amy Stone is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Acumen Wealth Advisors, LLC since 2016. Outside of her advisory role, she is also an insurance agent with The ASA Group. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach with tactical flexibility and acts as a private fund sponsor and manager, providing advisory services for affiliated private real estate funds.

Michael Albertson is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding a Series 65 designation with one year of experience at the firm. His prior work includes roles at Xpress Valet, Bluegrass Institute, Atlanta Consulting Group, Bellwether Hospitality, and West Jessamine High School. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a defined-objective, long-term investment approach with diversified model portfolios and also acts as a private fund sponsor and manager, offering advisory services for affiliated private real estate funds.

Jerome You is a financial advisor at Acumen Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Saveday, DSQ Technology, and WorkHound. Jerome has been associated with Acumen Wealth Advisors in two separate periods totaling six years. Acumen Wealth Advisors, LLC provides asset management, investment consulting, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm manages approximately $638 million in regulatory assets and uses a defined investment process that includes discretionary and non-discretionary portfolio management, model portfolios, and household-level tax optimization.

Marinus Veltenaar is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with Acumen Wealth Advisors, LLC since 2016. Outside of his advisory role, he serves as an insurance agent with The ASA Group. Acumen Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and private investment funds. The firm uses a disciplined investment process with diversified model portfolios and also acts as a private fund sponsor and manager, offering services that include advisory support for private real estate pooled vehicles.

Julie Weddle is a financial advisor with Acumen Wealth Advisors, LLC in Chattanooga, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Wells Fargo Advisors. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and corporations. The firm employs a model portfolio approach with oversight by an investment committee and manages both discretionary and non-discretionary accounts, including private pooled investment vehicles.