WMG Professional Network
WMG Companies is a company dedicated to finding a solution for each client’s unique financial situation. We have partnered with various Financial Professionals throughout the southeast including Attorneys, CPA Firms, Benefits Consultants and Asset Protection Consultants to help in designing financial strategies. Meet WMG Companies' Home Office Team:
D. William Bergner, CEO WMG Company Registered Representative, Lincoln Financial Securities D. William Bergner began his business career in 1987 as a tax accountant for KPMG Peat Marwick. He entered the financial services business in 1989 with MetLife where he was a managing partner until 2002 when he founded the Wealth Management Group. Bill has earned the CLU, ChFC, CRPS, CRPC and AEP designations and is finishing up the prestigious MSFS. Bill is a member of MDRT Top of the Table and a sustaining Premier Partner with Lincoln Financial. Registered Representative, Lincoln Financial Securities Jim Aldmon is the vice president of operations for WMG Companies and a registered representative with Lincoln Financial Securities. He began his career in the financial service industry in 2004. Jim Aldmon is a native to the Knoxville area and earned his bachelor degree from the University of Tennessee in Business Administration. Today Jim works with our strategic partners to provide clients with personalized financial solutions. Jim is registered to sell general securities, mutual funds and variable annuities enabling him to better aid clients in managing their wealth.
Director of WMG Benefits Lamarr is WMG Companies' Director of Benefits Plans. He holds a BS in Business Administration from the University of Tennessee (1981), and a JD from the University of Tennessee College of Law (1985). His work experience includes 5 years as a special agent with Northwestern Mutual Life Insurance Company, founding the Employee Benefits division of a Knoxville based financial planning firm, and owning his own benefits consulting firm here in Knoxville.
Registered Representative, Lincoln Financial Securities LuAnn Jarnagin, WMG’s Director of Retirement Plans, is a passionate business leader with 20 plus years of human resource experience with a Fortune 500 company. As a senior HR executive, LuAnn led a team that supported up to 5,500 hourly and salary employees providing a full array of HR services. LuAnn’s experience with employee benefits and retirement plans led her to enter the financial industry in 2009 and become WMG’s resource in retirement plan offerings. LuAnn has a BS in Mathematical Sciences from UNC-Chapel Hill with a concentration in Actuary Sciences.
Registered Representative, Lincoln Financial Securities Michael is WMG's Director of Financial Strategies and has earned the designation of Chartered Financial Consultant. Michael holds several industry registrations that allow him to sell general securities, mutual funds, and annuities as a Registered Representative of Lincoln Financial Securities and a license to sell insurance. He is a Knoxville native who graduated from Carson-Newman College in 1966 with a degree in Accounting. He began his accounting career as an Internal Auditor with the Internal Revenue Service. Since 1991, Mike has been a retirement and estate strategies professional in the Financial Services Industry and is dedicated to helping people strive to create, protect and enjoy their personal wealth.
Shelley Rodefer Shelley serves as Business Solutions Specialist for WMG. She has over 20 years of experience serving as HR Manager and Treasure for a multi-state contractor, and as a Finance Manager for an auto-dealership. Here at WMG, she draws on her experience to assess and respond to the needs of her clients in a dynamic, timely and cost efficient manner, at the same time, supporting an environment that encourages retention of their valued team members. Shelley lives in Knoxville, TN where she is active in various community activities including the Knoxville Symphony League, Akima, FISH Hospitality Pantries and the Episcopal School of Knoxville.
Jonathan Jackson is WMG's Executive Facilitator. He began his career in the Financial Services field in 2003. Jonathan received his bachelors in Finance from the University of Memphis in 2001, and previously worked with MetLife as the Agency Sales Director. Jonathan has successfully completed the FINRA sponsored Series 6, Series 7, and Series 63 examinations and currently holds his Life and Health licenses.
Elizabeth DeWan is WMG’s Office Facilitator. She graduated from the University of Tennessee’s Business School in 2008 and began her career in the financial field with WMG. Elizabeth currently holds her Life license, is sitting for the FINRA sponsored Series 7 examination and is WMG Financial's office Notary.
Professional Network
WMG Companies has many financial professionals outside of our home office. Below you will find a list of professionals in and around the area.
Bluff City, TN Derek L. McDilda 455 A Exide Drive
Knoxville, TN Donald Jackson & Coby Harper 9217 Parkwest Blvd, Suite E4
Maryville, TN Rob Sheets, Alan Walker,
Cathy Ridenour
Hopkinsville, KY Tom Lovelady & Matt Kem
Huntsville, AL Mike Innes
Fort Payne, AL Sy Giles
|
D. Lamarr Stout 
Contact Info
620 Mabry Hood Rd.
Knoxville, TN 37932
Map and Directions
Phone: 865-288-5000
Fax: 865-342-0977