We're here to help you navigate the chaos of everyday life and help build the financial security to free you to use your time and resources how you want.
The goal in creating CrestPoint was to be able to have the best resources available to work most effectively for our clients, and to always be able to provide non-biased advice. Our decision to partner with our brokerage, Cambridge Investment Research, Inc, came from careful consideration of their technology, wide range of product offerings, and representative service. Cambridge helps us serve you as our client better. You can learn more about Cambridge on their website.
Our range of services is designed to help clients financially manage the journey of life. The financial considerations of starting a family, funding college education, building a retirement portfolio, and passing that legacy on are issues we often work on with our clients.
Meet Our Team
Our team has many years of experience in the financial planning and asset management industry, and is dedicated to listening, discussing, and working with you to achieve your long-term goals.
Monte Miller - Monte has spent over twenty-two years as a financial advisor. He has a passion for working side-by-side with clients to achieve their financial goals. He is a graduate of the University of Tennessee and holds the following FINRA licenses:
Series 6 -- Investment Company and Variable Contracts Products Representative
Series 7 -- General Securities Representative
Series 24 -- General Securities Principal
Series 51 -- Municipal Securities Fund Limited Principal
Series 63 -- Uniform Securities Agent State Law
Outside of his work, Monte enjoys spending time outdoors, traveling, and reading. He is a deacon at First Baptist Church of Knoxville, where he also serves on the finance committee. Monte has been married to Megan for 8 years, and they have two daughters, Josie, five, and Georgia, two.
Amber Harrison - Amber serves as the Client Relations Manager at CrestPoint Wealth Management. She holds a bachelor’s degree in Communications from the University of Tennessee, and has worked in Human Resources, Marketing and Administration roles, with a continued passion for relationship building and problem solving. Amber enjoys reading, cooking and spending time outdoors with her son, husband and cantankerous hound dog, Otie. In her spare time she serves as Secretary to the North Farragut/Hardin Valley chapter of MOMS Club International.
Laura Robinson - As a marketing undergraduate student at the University of Tennessee, Laura began working for CrestPoint in June of 2016 as Marketing Manager. She develops social media platforms and plans client events. Aside from gaining valuable skills in the workplace, Laura loves staying active whether by playing tennis with friends, going to the gym with sorority sisters, or taking on a weekend hike. Laura graduated from Webb School of Knoxville in 2015 and has two younger sisters.
Marissa Lawrence - Marissa began her career at Cambridge in 2016. Since that time, she has gained experience with new accounts, retirement accounts, and alternative investments. She attended Indian Hills Community College for Administrative Assistance. Marissa plays a key role on the Cambridge Source team by assistanting rep advisors with client paperwork and establishing new accounts. In her free time, Marissa enjoys spending time with her daughter, playing board games, and taking her to gymnastics. She also enjoys reading and watching documentries.