Roan Capital Partners is an independent, fee-only, boutique advisory firm. We are proud to be the first NAPFA registered investment advisory firm in the Tri-Cities region. We feel that human capital is as crucial as financial capital, and building and maintaining trusting client relationships is at the forefront of who we are.
We focus on developing a true understanding of our clients’ financial goals so that we are able to prioritize, plan and position our clients to best meet their objectives.
Mission Statement: To foster trusting client relationships, leverage technology and education to create strategies that enable our clients to be the best possible stewards of their financial resources.
Vision: To attain the highest client satisfaction rating of any fee-only advisory firm in the Southeastern
United States.
In the advisory industry, there are many extreme viewpoints, much like society as a whole. Many firms think there is no need to change or evolve, while others solely rely on technology to do it all. At Roan Capital Partners, we believe that the sum of a trusting relationship, along with custom and credible wealth coaching, financial planning, and investment management, is best. While we engage the latest technology, we see it as a collaborative tool when building strategy. We understand that it does not serve as a replacement for personal interaction and connection. Getting to know our clients and developing a true understanding of who they are and what drives their financial goals is the foundation of what we do.
Phone: 423-737-6103
Email: jgarland@roancp.com
Joy was born and raised in Bristol, and is a lifelong resident of the Tri- Cities area having lived in Johnson City for the last 30 years. After attending East Tennessee State University with a focus on Finance and Accounting, Joy now has 30+ years of experience in the industry and was named th
Phone: 423-737-6103
Email: jgarland@roancp.com
Joy was born and raised in Bristol, and is a lifelong resident of the Tri- Cities area having lived in Johnson City for the last 30 years. After attending East Tennessee State University with a focus on Finance and Accounting, Joy now has 30+ years of experience in the industry and was named the “Best Financial Planner” in 2013-2019 by the Kingsport Readers Choice Awards. Joy loves building relationships with her clients and making sure that they are up to date and well prepared for the future. She has been married to her husband Scott for 35 years. They have two children Savannah and Grayson. They are very active as a family, they love to travel and do lots of hiking. She also has two dogs Chloe, Shelby and a cat named Gordon.
CIS™, Certified Income Specialist
CFS®, Certified Fund Specialist
AIF®, Accredited Investment Fiduciary
Phone: 423-747-5936
Email: jkastner@roancp.com
Jeff has over 20 years experience as a financial advisor and investment professional. He has been with Private Wealth and Trust team at Regions Bank in the Knoxville, TN. While at Regions, Jeff was awarded Chairman’s Club honors in 2019 and 2021 as well as the Directors Award and MVP award in 2
Phone: 423-747-5936
Email: jkastner@roancp.com
Jeff has over 20 years experience as a financial advisor and investment professional. He has been with Private Wealth and Trust team at Regions Bank in the Knoxville, TN. While at Regions, Jeff was awarded Chairman’s Club honors in 2019 and 2021 as well as the Directors Award and MVP award in 2019.
Jeff has served as Senior Wealth Advisor and Co-Chief Investment Office at GAAM Wealth Advisors in Kingsport, TN.
Jeff graduated from Lambuth University in Jackson, TN with a B.S. in history. He graduated from the University of Tennessee with an MBA, and Lincoln Memorial University with a PHD in Business Administration (DBA).
He has also earned his Certified Investment Management Analyst (CIMA), Certified Trust and Financial
Advisor (CTFA) and Certified Income Specialist (CIS).
Phone: 423-863-5512
Email: pfogle@roancp.com
Pam was born in Kingsport and raised in Gate City, Virginia. She has lived in Kingsport for the last 34 years with her husband Scott. They have a 12 year old yorkie named Jaxon. They also have twin Godchildren Alexander and Isaac and love spending time with them.
She enjoys singing on the Praise t
Phone: 423-863-5512
Email: pfogle@roancp.com
Pam was born in Kingsport and raised in Gate City, Virginia. She has lived in Kingsport for the last 34 years with her husband Scott. They have a 12 year old yorkie named Jaxon. They also have twin Godchildren Alexander and Isaac and love spending time with them.
She enjoys singing on the Praise team at her Church. She is part of the Mentor program at John Adams Elementary School. She also loves to travel and relax with her friends at the pool. Pam has been in the financial industry for 15+years.
Phone: 423-956-1274
Email: rburton@roancp.com
Rebekah has been a lifelong resident of Kingsport and graduated from East Tennessee University State University with a B.B.A. in logistics and Supply Chain Management and a minor in Accounting. She is a Certified Financial Planner professional with over 18 years of experience in the financial s
Phone: 423-956-1274
Email: rburton@roancp.com
Rebekah has been a lifelong resident of Kingsport and graduated from East Tennessee University State University with a B.B.A. in logistics and Supply Chain Management and a minor in Accounting. She is a Certified Financial Planner professional with over 18 years of experience in the financial services industry, and is passionate about building lasting relationships and being a trusted advisor to her clients.
Rebekah resides in Kingsport with her husband Justin, sons Kendall and Rylan, and two very spoiled and sassy dogs, Sadie and Toby.
CTFA, Certified Trust and Financial Advisor
CFP®, Certified Financial Planner
AFIM®, Accredited Fiduciary Investment Manager
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday through Friday by appointment only
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