Advisors at this firm
Benjamin N
CFP®, Series 65
Johnson City, TN
Values First Advisors, Inc.
Benjamin Nunn is a CFP® and Series 65-registered advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. Outside of his advisory role, he is licensed to sell insurance and may receive commissions from insurance product sales. Values First Advisors is an independent SEC-registered firm that provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing overlays with fundamental analysis and utilizes both internal and external resources to tailor portfolios through asset allocation and ongoing monitoring.
Roy N
Series 63, Series 65
Johnson City, TN
Values First Advisors, Inc.
Roy Nunn is a financial advisor at Values First Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Values First Advisors since 2009. Outside of advising, he is licensed to sell insurance and receives commissions from insurance product sales. Values First Advisors is an independent SEC-registered firm that provides portfolio management and financial planning for individuals, trusts, estates, retirement plans, and charitable organizations. The firm incorporates a Biblically Responsible Investing overlay in its investment process, combining fundamental analysis with external sub-advisers and tailored asset allocation.
Clifford T
CFP®, Series 65
Johnson City, TN
Values First Advisors, Inc.
Clifford Taylor is a CFP® and Series 65-registered advisor with Values First Advisors, Inc. in Johnson City, TN, where he has worked since 2021. He has four years of industry experience and previously worked at Barracks Financial Group and Liberty University. Prior to his financial career, he was involved in the air duct cleaning business for five years. Values First Advisors is an independent SEC-registered firm that provides financial planning and portfolio management for individuals, trusts, estates, retirement plans, and charitable organizations. The firm incorporates Biblically Responsible Investing principles through a combination of fundamental analysis, in-house model management, and third-party sub-advisers.
Michael M
Series 65
Greenville, IL
Values First Advisors, Inc.
Michael Mitchell is a financial advisor at Values First Advisors, Inc. with 15 years of industry experience and holds a Series 65 designation. He has worked at Eurofins Pharma Discovery Services since 2016, where he serves as a Product Manager focused on drug safety and efficacy, alongside his advisory role. Mitchell has been with Values First Advisors since 2009. Values First Advisors is an independent SEC-registered firm that provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing principles with fundamental analysis, model management, and third-party due diligence to tailor portfolios and manage assets across various client types.
Connie P
Series 63, Series 65
De Soto, KS
Values First Advisors, Inc.
Connie Pearson is a financial advisor at Values First Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2010. Values First Advisors is an independent SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing principles with fundamental analysis and external sub-advisers, tailoring portfolios through asset allocation, rebalancing, and planning tools.
Kenneth B
Series 65
Johnson City, TN
Values First Advisors, Inc.
Kenneth Brewer is a financial advisor at Values First Advisors, Inc. with 17 years of industry experience. He holds a Series 65 credential and has been with Values First Advisors since 2009. In addition to his advisory role, he has served as an assistant professor of psychology at Tusculum College since 2012. Values First Advisors is an independent SEC-registered firm that provides portfolio management and financial planning for individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing (BRI) principles with fundamental analysis and uses a combination of in-house management, external sub-advisers, and tactical ETF and stock selection tailored through asset allocation and ongoing monitoring.
Larry E
CFP®, Series 65
Johnson City, TN
Values First Advisors, Inc.
Larry Ellis is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Values First Advisors, Inc. since 2009. The firm is an independent SEC-registered advisory team that manages portfolios and provides financial planning for individuals, trusts, estates, retirement plans, and charitable organizations. Values First Advisors applies a Biblically Responsible Investing overlay to its investment process, combining fundamental analysis with model management and outside sub-advisers, using tailored asset allocation and periodic rebalancing.
