ABOUT US
We’re invested in you.
Our mission is to develop relationships with individuals, families, and businesses by providing holistic financial and accounting services that meet each client’s unique goals. We guide our clients on growing and protecting their assets, providing tax free retirement plans and nursing home funding, college savings, estate planning, and self-employment/small business needs. Perhaps most importantly, we always keep tax liability top of mind.
Ron Koplan — Founder
‘I have been in this business for 4 decades! I am a Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, Chartered Global Management Accountant and Accredited Estate Planner. I am a dog lover, daily exerciser, and skier, and my favorite dessert is cheesecake.’
OUR TEAM
Joanna Nash — Financial Professional
I’ve been in financial services for a very long time now. When I first started, I was the quietest voice in the room — Not anymore.
As a financial professional, a single mom of a child with special needs & an aging parent with health challenges — I quickly realized, conventional financial wisdom, just wasn’t quite enough.
It was going to take more than just life insurance, a few months of savings and a 401k to implement a financial plan that would truly give me peace of mind.
I knew I couldn’t be alone. As a result, I have made it my purpose in life to help women map out a plan for their financial future — a plan that serves them, their families, and ultimately their legacies.
Away from Guardian, I can be found traveling with my family and five dogs or at my second home in Costa Rica.’
Anne Koplan — CPA, MBA
‘I’ve been doing corporate taxes since mid-2006 when I joined Ernst & Young LLP. I stayed there for two years and then joined BlueCross BlueShield of Tennessee in the tax department. I was there for two years and then joined Ron in his firm. I earned my CPA license in 2009.
My undergraduate degree was in Computer Science from Indiana University of Pennsylvania. I also earned an MBA from UTC .
Fun fact – I LOVE dogs and like to garden and cook.’
Heather Brame — Director of Marketing
‘I moved to Chattanooga, TN, in 2005 from Memphis, TN. I have spent all these years working on myself and learning to do hard things. I was a teen mother, widow, and college graduate, all before I turned 23. When I graduated with my Nursing degree, I felt unstoppable, like I could do this life thing well. During these years in healthcare, I loved nursing and pursued my bachelor’s and then a master’s in nursing. I took on more responsibilities in the hospital and was finding my niche. Then COVID hit. Anyone in or who has worked in healthcare understands what COVID did to us. I needed a way out.
After months of applying for remote nursing jobs and getting turned down, I had enough. Joanna wanted to know if I knew of someone who could help her with marketing and taking on some of the responsibilities required for a successful practice in the digital age. When I was reading through the list of duties, I knew that it was something that I could do. I leaped, and I have yet to look back. I am grateful for my time serving in the hospital, but I am now serving my community in new ways that allow me some autonomy and creativity. I have always been a supporter of Money Mavens and now, I get to help it grow!’
Karen Overstreet — Tax Preparer, QuickBooks ProAdvisor
‘I have been a tax preparer for the last 5 years. I have a bachelor’s degree in accounting and am a certified QuickBooks Pro Advisor. Fun Fact: I love to travel!
Dylan Vernon — Licensed Agent-Specializing in Medicare
‘Dylan is a foodie, animal lover, and traveler. If you ever hear of new restaurants in town, don’t hesitate to let Dylan know! Dylan is passionate about helping people, which is how he got into the Medicare and financial planning fields.’
Johanna Meyer — Tax Preparer
‘My background is in Marketing -radio, tv, & digital. I also worked at a law firm in NJ for several years.
I have 3 dogs, 3 kids and love to travel. In my early twenties, I visited about 14 different countries .
I have a Bachelor's degree in Business Management - Marketing.’
Mary Nunez— Office Manager
‘I've been in Customer Service since 2012. I went to ETSU and majored in Public Relations - which makes sense when you meet me! Fun facts: I love cheering for my kids on the sidelines/bleachers, enjoy a good DIY and am a certified iced coffee addict.’
Welcome Jillanna Babb-Cheshul & Jeannie Babb!
Jillanna & Jeannie are the newest members of our team. They specialize in Quickbooks Bookkeeping. Stay tuned to learn more!