Acumen Wealth Advisors, LLC

Colby Kaluzniak is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, George Wealth Management, and several other firms. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach supported by fundamental and macroeconomic analysis and also acts as a private fund sponsor and manager.

Reed Walters is a financial advisor at Acumen Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch, Bank of America, and Nuveen Asset Management. Walters is based in Chattanooga, TN. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement consulting. The firm employs a long-term, diversified investment approach with discretionary tactical adjustments and acts as a private fund sponsor and manager for affiliated real estate pooled vehicles.

David Wolfe is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding a Series 65 credential with three years of industry experience. Prior to joining Acumen Wealth Advisors in 2021, he worked at HHM CPAs for five years. Acumen Wealth Advisors serves individuals—including high-net-worth clients—trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a defined-objective, long-term investment process with diversified model portfolios and acts as a private fund sponsor and manager, providing advisory services for affiliated private real estate funds.

Jennifer Morrison is a financial advisor at Acumen Wealth Advisors, LLC with four years of industry experience. She holds Series 65 and Series 66 designations and has previously worked at Regions Bank, ProNvest, Edward Jones, and the Tennessee Valley Authority. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach supported by fundamental and macroeconomic analysis, and it also acts as a private fund sponsor and manager for affiliated real estate pooled vehicles.

Katherine Staten Sneed is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, with five years of industry experience. She holds a Series 65 credential and has worked at Acumen Wealth Advisors since 2019, following prior roles at New York Life Insurance Company, Il Primo, Ruby Tuesday, and Red Bank School. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a long-term, diversified investment approach supported by fundamental and macroeconomic analysis, and also acts as a private fund sponsor and manager.

Kent Mann is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Acumen Wealth Advisors, LLC. He previously worked at The Vanguard Group, Inc. for four years and has held roles at The Mann Group and Run For Your Life. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds with comprehensive portfolio management and financial planning. The firm employs a disciplined investment process centered on long-term, diversified model portfolios and also acts as a private fund sponsor and manager through affiliated real estate pooled vehicles.

Shawna Mccoy is a financial advisor at Acumen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Acumen Wealth Advisors since 2020, following two years at Wells Fargo Advisors Financial Network. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach with tactical flexibility and acts as a private fund sponsor and manager, providing advisory services for affiliated real estate pooled vehicles.

Amy Stone is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Acumen Wealth Advisors, LLC since 2016. Outside of her advisory role, she is also an insurance agent with The ASA Group. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach with tactical flexibility and acts as a private fund sponsor and manager, providing advisory services for affiliated private real estate funds.

Michael Albertson is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding a Series 65 designation with one year of experience at the firm. His prior work includes roles at Xpress Valet, Bluegrass Institute, Atlanta Consulting Group, Bellwether Hospitality, and West Jessamine High School. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a defined-objective, long-term investment approach with diversified model portfolios and also acts as a private fund sponsor and manager, offering advisory services for affiliated private real estate funds.

Jerome You is a financial advisor at Acumen Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Acumen Wealth Advisors during two separate periods, as well as at Saveday, DSQ Technology, WorkHound, and FSG Bank. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach supported by fundamental and macroeconomic analysis and manages both affiliated and unaffiliated private investment funds.

Marinus Veltenaar is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with Acumen Wealth Advisors, LLC since 2016. Outside of his advisory role, he serves as an insurance agent with The ASA Group. Acumen Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and private investment funds. The firm uses a disciplined investment process with diversified model portfolios and also acts as a private fund sponsor and manager, offering services that include advisory support for private real estate pooled vehicles.

Julie Weddle is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, LLC, Wells Fargo Advisors, Higher Ground Technologies, and other firms. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach with tactical flexibility and acts as a private fund sponsor and manager, providing advisory services for affiliated private real estate funds.