You:
Seeking mindful rest to focus on the family, causes, and activities that give you energy and life.
Us:
Dedicating every day to make sure you have the financial freedom to think beyond money.
We bring confidence and rest to your financial life so you can focus on the people, causes and activities that give you energy and life.
Wealth can be complicated, but it doesn’t have to complicate your life. That’s why we are here to help.
Approaching retirement. In your post-work years. Facing a major life transition. We work with you during all of life’s seasons—planning, protecting, guiding.
Insights
For the past 30 years, we’ve maintained our commitment to making relationships and personalization the cornerstone of our retirement planning and wealth management services.
Credit
How to Freeze Your Credit Reports
Each year, we see a persistent flow of companies who make headlines for allowing personal…
Estate Planning
Securing Estate Planning Documents and Other Valuables
Many clients ask about the best place to save their estate planning documents and other…
Meet Your Team
Steven S. Hall, CFP®
Founder
“I enjoy the people that I’ve had the privilege of serving for many years, hearing their life stories, and knowing that I may have played—even a small part—in their financial security.”
Steven S. Hall, CFP®
Founder
“I enjoy the people who I’ve had the privilege of serving for many years, hearing their life stories, and knowing that I may have played—even a small part—in their financial security.”
Over the past 30 years, Steve has garnered numerous industry accolades, served on multiple boards, and has promoted financial literacy by teaching adult financial education classes at non-profit organizations. Steve founded Retirement Planning Services in 1985, with the goal of bringing financial rest to his clients so that they can focus on the people, causes, and activities that bring them energy and life. For Steve, energy comes from early morning reads, quality time with grandchildren, and bike rides through Cades Cove.
Spencer S. Hall, CFP®, MBA, MDiv.
President
“What I love most about this work is being able to help my clients enjoy life. When people’s resources are aligned with their core values, they are free to engage in the activities that they enjoy with the people they love most.”
Spencer S. Hall, CFP®, MBA, MDiv.
President
“What I love most about this work is being able to help my clients enjoy life. When people’s resources are aligned with their core values, they are free to engage in the activities that they enjoy with the people they love most.”
As an experienced wealth manager and a humanitarian with years of service experience, Spencer has held onto his passion for helping his clients “live and give” in each season of life. Spencer’s focus, warm personality, and analytical skills are the cornerstones of his ability to serve as a trusted financial advisor. For Spencer, fulfillment comes from family time—whether it’s date night tapas with his wife Emily or kickball in the backyard with his kids. He also finds meaning in being part of the fabric of the community—playing early morning basketball, ensuring the area’s economic future, protecting the region’s open lands, and serving as a local church leader.
Beth Blair
Director of Client Services
“I enjoy helping clients transform any uncertainties they may have about their financial future into confidence they can make the most of their retirement years.”
Beth Blair
Director of Client Services
“I enjoy helping clients transform any uncertainties they may have about their financial future into confidence so they can make the most of their retirement years.”
Beth embodies one of our firm’s key assets—the skill of being fully attentive to every client with warmth, compassion, and exemplary service. As the overseer of our firm’s administrative details, she ensures the smooth functioning of all operations, thus enabling our financial advisors to optimally serve our clients. After achieving a BS degree in Education with a major in Human Services, Beth joined RPS as Director of Client Services in 1999, bringing with her a wealth of wisdom and experience. Her greatest joys are traveling and adventuring with her husband, Michael, and her 2 children, Jordan & Carson. She also enjoys spending quality time with family and friends and serving in her community.
Melissa Christopher
Registered Client Services Manager
“It’s a great day when I can ease a client’s financial concerns while providing the services that will help establish a new course for their lives.”
Melissa Christopher
Registered Client Services Manager
“It’s a great day when I can ease a client’s financial concerns while providing the services that will help establish a new course for their lives.”
Having spent the majority of her professional life in the financial services industry, Melissa joined RPS in April 2014. Her in-depth experience in the areas of compliance and regulatory requirements combined with her exceptional customer care has made her a key player on the RPS team. As a graduate of the University of Tennessee, she began a mortgage lending career followed by 4 years in the operations department of our current broker/dealer, Securities Service Network, and over a decade as a registered principal for a small independent firm. Melissa, her husband, Brian of 25 years and their two children love going to movies and spending time on Norris Lake.
Vicki Humphreys
Client Services and Marketing Specialist
“My continual goal is to create a welcoming atmosphere. I enjoy connecting with our clients, hearing about their lives and being a helpful resource.”
Vicki Humphreys
Client Services and Marketing Specialist
“My continual goal is to create a welcoming atmosphere. I enjoy connecting with our clients, hearing about their lives and being a helpful resource.”
Vicki is our queen of client communications. Daily, she is focused on providing warm hospitality to our clients, scheduling appointments and meetings, planning and overseeing events as well as initiating follow up. Vicki began her career with a B.S. in Computer Science and worked in the areas of software engineering and operations. She later recognized her interests and talents were more people-oriented, especially when organizing and leading events. A committed humanitarian volunteer, Vicki and her husband, Brian are recent empty nesters after raising three children. They are avid tennis fans and enjoy concerts and musical theatre.