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.

Riley Alexander is a Planning Consultant at Fidelity Investments, where they have been serving since 2023. Their approach centers on transparency in client relationships, aiming to understand each individual's unique situation before assisting with the next steps in the financial planning process. Riley's professional experience at Fidelity Investments includes roles as a Relationship Manager from 2022 to 2023 and as a Workplace Planning Consultant from 2021 to 2022. Riley's career progression at Fidelity Investments reflects a focus on financial planning and client relationship management. Outside of their professional responsibilities, Riley has interests in football, golf, pets, soccer, traveling, and writing.

Travis Bigwood is a Financial Consultant who works with individuals and families to navigate their financial futures. He collaborates with clients to identify their specific goals and develop plans using Fidelity's tools and resources. He has experience as an Investment Consultant at Fidelity Investments since 2020 and previously served as a Financial Advisor at Blue Ridge Wealth Planners from 2017 to 2020. Outside of his professional work, Travis enjoys attending concerts, watching movies, listening to music, and photography.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.

Jefferson Cross is a Wealth Management Advisor with Merrill Lynch Wealth Management in Knoxville, TN. He has been advising clients for more than 28 years, focusing on helping individuals and families organize, plan, and track their financial goals through personalized wealth management strategies. Jefferson works with the Cagle Cross Group, a team of nine professionals with extensive experience in the financial services industry, including members who hold the CERTIFIED FINANCIAL PLANNER® certification. Jefferson’s areas of expertise include college education planning, family wealth management strategies, employee financial health, legacy planning, retirement income, portfolio management, and tax minimization. He aims to educate clients about market movements while maintaining focus on their long-term objectives, emphasizing the importance of managing emotions in investing. Jefferson holds a Bachelor’s Degree from the University of Tennessee and the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). Beyond his professional work, Jefferson is a family man who values spending quality time with his wife and three children. His faith is central to his life, guiding his daily actions, and he is actively involved in his church community. Jefferson is also a passionate supporter of the University of Tennessee athletics, sharing his enthusiasm for the Vols with his children as they continue a cherished family tradition.

Petra Dunn is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA), focusing on family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Petra works with a limited number of families, allowing her to provide dedicated attention and develop customized wealth management strategies that address tax and estate planning considerations. Petra began her career in the financial services industry in 1991 after earning a Bachelor of Science degree in Finance from the University of Tennessee. Her experience in banking, wealth management, and planning equips her to advise clients on a wide range of financial issues, from straightforward to highly complex. She employs a proprietary process to help clients create a vision for their wealth and implement strategies to preserve and grow their assets. In addition to her professional work, Petra is actively involved in her community. She is a member of First Baptist Concord and the Junior League of Knoxville, and a mentor for Amachi Knoxville. She has served on the boards of Christian Hospitality Network, The Center School, One Vision International, and The City Ballet. Petra enjoys outdoor activities such as hiking, scuba diving, skiing, swimming, and spending time with her family.