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.

 
 
 

Laura Plants
Client Relationship Specialist

Laura Plants provides client relationship and operational support to Apella’s Knoxville office. Prior to joining Apella, Ms. Plants was employed by Cincinnati Insurance in multiple roles, most recently as the Field Premium Auditor for the East Tennessee territory. She has a passion for customer service and more than 5 years of experience coaching, mentoring, and providing operational support within large companies.

Ms. Plants graduated Denison University with a B.A in German and a minor in Philosophy and she holds the Associate in General Insurance (AINS) certification. A native of Middle Tennessee, she currently resides in Knoxville, Tennessee.

 
 

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.

 

 
 

Shawn O’Sullivan*
Client Relationship Specialist

Shawn O’Sullivan first joined Apella Capital’s sister firm, Symmetry Partners, LLC, as an intern in 2016. In the spring of 2017, Mr. O’Sullivan transitioned into the role of Client Relationship Specialist as a full-time employee. In his current role, he serves as a resource to Apella’s clients in multiple capacities, including assisting in the financial planning process and offering client relationship and operational support. Additionally, Mr. O’Sullivan supports Apella’s growing team of advisors to ensure that the needs of clients are met on a daily basis.

Mr. O’Sullivan graduated from The University of Connecticut with a bachelor’s degree in Economics. He grew up in southern Connecticut and currently resides in New Haven County.

 

* 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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