Knoxville

Meet The Team

 

Kathleen S. Parks, CFP®
Senior Financial Advisor

Senior Financial Advisor Kathy Parks has been helping clients reach their long-term financial goals for more than 20 years. She received her CFP® designation while living in Houston, TX before relocating to Knoxville, TN and launching her practice in 1995.

Ms. Parks grew up around her family’s concrete business in Painesville, OH and received her business degree from The Ohio State University. Her lifetime involvement with her family business gave her the skills necessary to not only successfully run businesses, but also the perspective to assist other business owners in overcoming their unique challenges in meeting their financial objectives.

Ms. Parks is passionate about learning and has participated in many of the top educational programs available in the financial planning profession. She utilizes these skills and talents to help families and individuals navigate the issues associated with life’s most common challenges, such as the loss of a parent or spouse, divorce, the sale of a business, and retirement.

Ms. Parks has contributed to her community through various organizations, including the Financial Planning Association, Rotary International, and Knoxville Habitat for Humanity. She also enjoys sharing her knowledge through speaking engagements whenever the opportunity avails itself.

 
 
 

Connor S. Maniatty*
Senior Associate

Connor Maniatty joined Symmetry Partners, Apella Capital’s sister firm in 2014. In his role as Senior Associate, Connor provides financial planning and technology support to the firm’s financial advisors. He also provides cross-departmental support for company growth initiatives.

Mr. Maniatty received his B.S. in Finance from the Dolan School of Business at Fairfield University. He currently resides in Avon, CT.

 
 

Leland Bergen*
Paraplanner

In his role as Paraplanner, Leland Bergen partners with Apella Capital’s financial advisors to prepare financial analyses and comprehensive financial plans. He also provides client service and client relationship management support. 

Mr. Bergen holds a B.A. in Economics and History from Fairfield University. He currently resides in Bloomfield, CT. 

 
 

James Tavares*
Paraplanner

James Tavares brings more than 10 years of experience in the insurance and financial services industries to Apella Capital from his previous roles at State Farm Insurance and Foresters Financial Services, Inc.  As Paraplanner, Mr. Tavares partners with Apella’s financial advisors to prepare financial analyses and comprehensive financial plans. He also provides client service and client relationship support. 

Mr. Tavares holds a B.A. in Communications from Marist College. When he is not working, Mr. Tavares enjoys spending time with his family and friends. He lives in Wethersfield, CT with his wife and two young children.

 
 

Meghan Martin Gormley*
Operations and Client Relationship Group Supervisor

Meghan Martin Gormley provides operational and client relationship support to Apella Capital’s team of financial advisors. She believes in providing a superior customer service experience to every client. In her last role, Ms. Gormley was employed by Symmetry Partners, Apella’s sister firm, as the Director of Operations. During her 14 years at Symmetry, Ms. Gormley gained experience with billing, trading and customer service. She stepped down from her position at the firm in 2014 to raise her two daughters.

Ms. Gormley lives in West Hartford, CT with her husband and two daughters, Hayden and Winnie.

 

 
 

Jennifer Biamonte*
Senior Client Relationship Specialist

Jennifer Biamonte provides client relationship support to Apella Capital’s team of financial advisors. She has more than 15 years of experience in financial services and has worked with individual investors, small businesses and endowment plans. Prior to joining Apella, Ms. Biamonte was employed by the Chief Investment Officer at the University of Connecticut Foundation to assist with investment committees and hedge fund manager due diligence. She was awarded the Excellence in Fundraising Award for her work with the University of Connecticut’s Newtown, CT scholarship fund.

Ms. Biamonte lives in Storrs, CT with her three children.

 

 
 

Christopher Longo*
Client Relationship Specialist

Mr. Longo provides client relationship , operational and systems support to Apella Capital’s growing network of financial advisors. In his previous role as Marketing Specialist for Symmetry Partners, LLC, Apella Capital’s sister company, Mr. Longo focused on digital communications, web administration and CRM implementation.

He holds a B.A. in Communications from the University of Connecticut and currently resides in Glastonbury, CT.

 

* Support staff located in Glastonbury, CT

Please be advised that Apella Capital, LLC does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.

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