Team

 

Founding Partners

James H. Miller

Founding Partner

(423) 218-1403

James is co-founder of Values First and has over 30 years experience in the investment industry.

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Alex Ellis

Founding Partner

(877) 832-3847

Alex co-founded Values First and has 10 years of experience in the financial services industry, overseeing tens of millions in client assets and directing the firm's operations.

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Roy E. Nunn

Founding Partner

(276) 623-1225

Roy co-founded Values First and has more than 30 years experience in the financial services industry, overseeing tens of millions in client assets.

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Key Partners and Portfolio Managers

Benjamin Nunn

Investment Advisor Representative & Financial Planner

(276) 623-1225

Benji joined the Values First team in 2014. He brings to our team a broad range of knowledge that includes investments, social security, insurance, credit and debt management, educational planning, and retirement planning.

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Connie Pearson

Investment Advisor Representative

(913) 585-1095

Connie joined the Values First team in 2010, having begun in the investment industry in 2000 and serving the investment needs of hundreds of families.

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Ed West, IACCP®

Operations Manager & Compliance Associate

(423) 218-1403

Ed joined the Values First team in 2012. He works to ensure smooth and efficient operation of various processes that contribute to the day-to-day services provided to the firm and its clients, and he assists with the overall compliance.

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George Parks, CFP®

George, a Certified Financial Planner (CFP®), is Vice-President and Chief Investment Officer with American Values Investments.

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Ken Brewer

Investment Advisor Representative

(423) 218-1403

Ken has been an employee of Values First since 2009 and previously served with the Founding Members at American Values Investments.

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Michael D. Mitchell

Investment Analyst & Portfolio Manager

(423) 218-1403

Michael has been with Values First since 2009. He has been researching and analyzing stocks for more than a decade.

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Client Support

Sharon Nunn

Executive Assistant

(276) 623-1225

Sharon provides office management and assistance in client management and client services.

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