PYA Waltman Capital, LLC

Aaron Sams is a CFA® charterholder with 15 years of experience in the financial industry. He has been with PYA Waltman Capital, LLC since 2011, working as part of a nine-advisor team based in Knoxville, TN. PYA Waltman Capital provides financial planning, investment supervisory and management services, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with supplemental technical analysis for timing, managing portfolios on an individualized basis.

Melissa Ballard is a CFP® and holds a Series 65 license, with 17 years of industry experience. She has been with PYA Waltman Capital, LLC since 2008. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis and manages accounts on an individualized basis with regular reviews.

Claire Kluth is a CFP® professional with two years of industry experience, currently serving as a financial advisor at PYA Waltman Capital, LLC since 2022. Her prior work includes positions at Liberty University and Ronald Blue Trust. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis and offers individualized portfolio management with performance-based fee arrangements for qualified clients.

Eric Foster is a CFP® professional with 20 years of industry experience, currently serving at PYA Waltman Capital, LLC since 2005. He also works as an independent insurance agent for various insurance companies. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis with both discretionary and non-discretionary options.

Austin Koplan is a financial advisor with PYA Waltman Capital, LLC, holding a Series 65 designation and four years of industry experience. He has worked at PYA Waltman Capital since 2020 and previously spent three years at RSM US LLP. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on a personalized basis and offering performance-based fee arrangements to qualified clients.

Aaron Nolan is a CFP® professional with four years of experience, currently serving at PYA Waltman Capital, LLC since 2019 with some interruptions. His prior experience includes roles at Liberty University and Horizon Financial Solutions as well as a long tenure at Cross Lanes Christian. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, pension plans, trusts, estates, and charitable organizations. The firm uses a tactical investment approach combining fundamental-value and technical analysis and manages accounts on an individualized basis with regular reviews.

Jack Waltman Jr. is a CFP®-certified financial advisor with 20 years of industry experience. He has been with PYA Waltman Capital, LLC since 2005, where he is part of a nine-advisor team based in Knoxville, TN. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis with regular reviews.

Douglas Yoakley is a financial advisor at PYA Waltman Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at PYA Waltman Capital since 2014, concurrently maintaining roles in tax planning and as a director and treasurer for several local organizations, including a professional hockey team and medical research entities. Additionally, he serves as a director on the board of Mountain Commerce Bankshares. PYA Waltman Capital provides financial planning, investment management, and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with technical analysis for timing and manages accounts individually across a range of securities, including mutual funds, ETFs, stocks, and bonds.

Caden Mumford is a CFP® professional at PYA Waltman Capital, LLC with two years of experience. Prior to joining PYA Waltman Capital, he worked at HSC Wealth Advisors and has a background in education, including four years at Liberty University and four years at Cambridge Springs Jr/Sr High School. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis and offering performance-based fee arrangements to qualified clients.