Roan Capital Partners

Joy Garland is a financial advisor at Roan Capital Partners with 30 years of industry experience. She holds a Series 63 designation and has worked at several firms including LPL Financial and Cetera Advisor Networks. Garland has been with Roan Capital Partners since 2018. Roan Capital Partners provides investment management and financial planning primarily to individual and high net-worth clients, employing a mainly passive investment approach focused on low-cost index funds and tax efficiency. The firm also offers business planning, employee benefits optimization, and estate and tax planning as part of its services.

Jeffrey Kastner is a financial advisor at Roan Capital Partners with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Regions Bank, LPL Financial, UBS Financial Services, CWM, LLC, and GAAM Wealth Advisors. Roan Capital Partners serves individual and high net-worth clients by providing investment management and financial planning, including business planning, employee benefits optimization, and estate and tax planning. The firm uses a primarily passive investment approach focused on low-cost index funds and ETFs, combined with fundamental, technical, cyclical, and charting analysis to tailor discretionary management.

Robert Green is a financial advisor with Roan Capital Partners in Oak Ridge, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has operated his own CPA firm since 1989. Green serves as executor and trustee for several family-related estates and trusts. Roan Capital Partners provides investment management and financial planning primarily to individual and high net-worth clients, emphasizing low-cost, tax-efficient portfolios that utilize index mutual funds and ETFs. The firm also offers business planning, employee benefits optimization, and estate and tax planning as part of its advisory services.

Rebekah Taylor Burton is a CFP® professional with two years of experience at Roan Capital Partners. She has a long tenure in the financial industry with prior roles at Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., AmSouth Bank, and Regions Bank. Roan Capital Partners provides investment management and financial planning services primarily to individual and high net-worth clients, offering a range of advisory services including business planning, employee benefits optimization, and estate and tax planning. The firm emphasizes a primarily passive investment approach using low-cost index funds and ETFs, with a combination of analytical methods and client-specific investment policy statements guiding discretionary management.