Values First Advisors Employee Directory

Q: What is Values First Advisors known for?

Values First Advisors was founded in 2009. Values First Advisors operates in the Financial Services industry.

Q: How many employees does Values First Advisors have currently?

Values First Advisors has approximately 11 employees.

Financial ServicesUnited States11-50 Employees

We incorporate biblical principles as a foundation for your investment management and financial planning process.

We don’t just offer the technical abilities needed for investing, retirement planning, estate planning, tax planning, and more. We also understand your biblical values, and how these impact financial decisions.

Founded in 2009, our team of professionals serves over 900 clients in over 30 states. We use our wealth of knowledge and experience to offer substantial benefits to individuals, families, business owners, and churches.

Locations:  Johnson City, TN  |  Jacksonville, FL  |  Kansas City, KS

For social media terms of use and additional disclosures, please visit: https://valuesfirst.com/socialmedia.

Find Values First Advisors employees' phone numbers or email addresses

Values First Advisors Global Highlights

North America
18

United States Of America
18

Africa
1

Tunisia
1

Values First Advisors's Leadership

A. E.
Ceo, Founding Partner
Mobile Phone
Email
R. N.
Co-Founder / Registered Investment Advisor
Mobile Phone
Email
J. M.
Founding Partner, Ceo
Mobile Phone
Email
S. W.
Client Experience Manager
Mobile Phone
Email
C. T.
Financial Planner
Mobile Phone
Email
C. P.
Investment Advisor Representative
Mobile Phone
Email
B. N.
Financial Plannet
Mobile Phone
Email
B. P.
Investment Advisor Representative And Financial Planner
Mobile Phone
Email

Contact profiles from Values First Advisors

Name

Title

Contact Info

Location

Last Update

A. E.
Ceo, Founding Partner
Mobile Phone
Email
United StatesFlorida
Dec 02, 2025
R. N.
Co-Founder / Registered Investment Advisor
Mobile Phone
Email
United StatesVirginia
Dec 01, 2025
J. M.
Founding Partner, Ceo
Mobile Phone
Email
S. W.
Client Experience Manager
Mobile Phone
Email
Dec 01, 2025
C. T.
Financial Planner
Mobile Phone
Email
United StatesTennessee
Dec 02, 2025
C. P.
Investment Advisor Representative
Mobile Phone
Email
United States
Dec 01, 2025
B. N.
Financial Plannet
Mobile Phone
Email
UNITED STATES
Sep 10, 2025
B. P.
Investment Advisor Representative And Financial Planner
Mobile Phone
Email
Oct 21, 2024
E. T.
Associate Financial Advisor
Mobile Phone
Email
Oct 17, 2024
J. E.
Executive Assistant
Mobile Phone
Email
United StatesTennessee
Jul 29, 2024

Frequently Asked Questions

What is Values First Advisors known for?

Values First Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 801 Sunset Dr, Suite C100 Johnson City, Tennessee 37604, US; you can contact the main corporate office by phone at

+1-877-832-****

. Explore Values First Advisors's company overview page for more information.

What is Values First Advisors's most common email format?

Values First Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Values First Advisors email formats with LeadIQ.

How many employees does Values First Advisors have currently?

Values First Advisors has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Values First Advisors's key employees and leadership?

As of December 2025, Values First Advisors's key employees include:

Ceo, Founding Partner: A. E.
Co-Founder / Registered Investment Advisor: R. N.
Founding Partner, Ceo: J. M.
Client Experience Manager: S. W.
Financial Planner: C. T.

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