Michael Schaffer

Hi, I’m Caroline (Murphy) Friedrich CPA, CFP®, a financial planner and founder of Hillvale Wealth Management. Growing up I was always brainstorming business ideas and loved organizing, which led to my first venture, “Caroline’s Closets.” My father, an accounting professor, suggested I become an accountant to organize numbers instead. Today, I organize much more than just closets and numbers – I help people achieve peace of mind through financial planning. A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA.  I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. Our Mission Many people leave meetings with financial advisors feeling overwhelmed by investment jargon and economic updates. When I transitioned into wealth management, I noticed a strong emphasis on investments, often at the expense of tax planning and client education. Leveraging my unique expertise in financial planning, investments, and tax strategies, I founded Hillvale Wealth Management to offer personalized recommendations tailored to your goals. My mission is to provide clients with clarity, understanding, and confidence in their financial decisions.

Sheena Mccall is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management in Knoxville, Tennessee. She has extensive experience in wealth management, having served in her current role for many years after beginning her career as an Investment Analyst in London, UK. Sheena specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Sheena holds a Master's Degree and a Bachelor's Degree from the University of Glasgow in Scotland. She is also designated as a Personal Investment Advisor (PIA). Drawing upon decades of financial experience, she works closely with clients to develop personalized financial strategies that align with their long-term goals, emphasizing the importance of discipline during market volatility. She is actively involved in the Knoxville community, serving on the boards of the Knoxville Symphony, Knoxville Jazz Orchestra, Marble City Opera, and Knoxville Opera. Previously, she has held leadership roles with the Knoxville Museum of Art, Helen Ross McNabb Mental Health Center, University of Tennessee Clarence Brown Theatre Advisory Board, and the University of Tennessee School of Music Advisory Board. Sheena has a passion for the arts and enjoys attending concerts and theatre productions locally and internationally. In her personal time, she enjoys boating on the Tennessee River.