Acumen Wealth Advisors, LLC?

Get to know - Julie Weddle What’s the best piece of advice you’ve ever received and why? The best piece of advice I’ve ever received is, “Don’t sweat the small stuff!” Throughout the day, we encounter so many stressors — whether it’s a news story, politics, traffic, or waiting in line. The list goes on. But when you take a step back and look at the bigger picture, most of those things really don’t matter in the grand scheme of life. At the end of the day, what’s most important to me is the well-being of my family and friends. Keeping that perspective helps me stay focused on what truly matters and reminds me not to “sweat the small stuff.” What do you enjoy about working at Acumen? One of the things I enjoy most about working at Acumen is the opportunity to make meaningful connections — not just with our clients, but with my colleagues as well. I also appreciate the chance to continue learning in my field. Whether it’s through attending conferences, taking continuing education classes, or learning from my co-workers on a day-to-day basis, there’s always an opportunity to expand my knowledge and improve. What motivates you? I’m motivated by the drive to keep improving in all aspects of my life — both personally and professionally. https://lnkd.in/eQGuwYaK

Get to know... Paul Johnson! What motivates you?? I’m highly motivated by a sense of purpose and calling, as well as the inspiration and encouragement of family and friends. At work, I’m energized by innovation and the opportunity to equip others with the tools, resources, and technologies they need to better support clients and strengthen the team as a whole. What do you enjoy about working at Acumen?? My favorite thing about Acumen is that everything we do is focused on the best interests of clients and delivering a truly superior experience. In a world where many claim excellence, I believe we set ourselves apart by actually delivering on that promise. Paul worked in the banking industry for more than 24 years and loves playing games with his family. He’s a great team member and we so appreciate everything he does for our clients.??

We think it's important for people to get to know our team members who make a difference for so many. With that said, we'd love to take a few seconds of your time to help you get to know - Jennifer Morrison What do you enjoy about working at Acumen? It is so refreshing to work for a firm where everyone on the team has the same thoughtfulness for others and is working towards the same goal which is to do the right thing for our clients and each other. The positive and supportive environment I experience daily is very rare and I'm blessed to be a part of it. I have always taken pride in the work that I do, but I can say that the level of motivation that I have here at Acumen is far and above anything I’ve experienced in the past. What motivates you? I have a passion for human connection, empowering people, impactful work, meaningful relationships, and being an agent of change in the workplace. I am motivated by providing innovative and efficient solutions to complex problems. Jennifer is great and we are so thankful for her to be a part of our team. Click to learn even more about her. https://lnkd.in/dfewivg8

We are so proud of Acumen's Katie Sneed, CRPP?, AIF? volunteering her time and talents again this year to support the CHI Memorial Foundation and the MaryEllen Locher Breast Center! Katie was a co-chair for Color Chattanooga Pink week. Color Chattanooga Pink week is a time for our community to come together and educate people about the importance of taking care our ourselves and celebrating those experiencing breast cancer, our survivors and those who are no longer fighting the battle. CHI Memorial offers breast screening through four locations throughout the greater Chattanooga community and two mobile mammography buses. The lack of insurance should not prevent individuals from seeking care. There are wonderful partners and grants to care for all. The goal is to inform the community of the many resources available. You did an incredible job this week, Katie!

We are excited to announce Jill Green is now a Partner at Acumen Wealth Advisors!?Jill has been a vital part of our firm, bringing wisdom, dedication, and vision. Her contributions and commitment have been instrumental in building Acumen to where we are today. ? As Acumen’s Real Estate Strategist and a member of the executive leadership team, Jill brings expertise in real estate investment, banking, and portfolio development. With over two decades of experience in mortgage banking and real estate, Jill has a proven track record of navigating complex transactions, building partnerships, and delivering results. Her understanding of the market and hands-on experience managing her real estate portfolio make her an invaluable resource for our clients. ? Jill’s dedication to real estate, integrity, and commitment to client success continue to strengthen Acumen’s mission. We are grateful for Jill’s insights and leadership, and we look forward to this next chapter together!

Ryan is working for the Chartered Financial Analyst? (CFA?) designation and has successfully passed Level One!?The CFA? consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of four years of work experience, and multiple letters of recommendation.?Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics. Way to go, Ryan!

Today is National Day of Mourning as we remember former President Jimmy Carter. U.S. stock markets, including the New York Stock Exchange (NYSE) and Nasdaq, will be closed, however, Acumen will remain open.

We are thrilled to welcome Noah Yoshida to Acumen Wealth Advisors as a Client Service Associate. With over a decade of experience in the service industry, Noah brings exceptional client engagement skills, a proactive mindset, and a deep understanding of human psychology. His background, which includes coordinating special events at the Hunter Museum and excelling in the restaurant industry, reflects his ability to deliver outstanding service. Originally from California, Noah has called Chattanooga home for three years, enriching our team with his diverse experiences and talents. Noah is always smiling and ready to help our clients and team!?Welcome, Noah!

Luke is working for the Chartered Financial Analyst? (CFA?) designation and has successfully passed Level One and Level Two!?The CFA? consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of four years of work experience, and multiple letters of recommendation.?Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics. Way to go, Luke!!!

From all of us at Acumen, we wish our clients, partners, and friends a season filled with joy, peace, and gratitude and a fantastic start to the New Year!