Ask an Adviser
This three-part series was held at the Collegedale Church of Seventh-day Adventists in the South Atrium. All webinars were live-streamed and recorded. Scroll to watch the webinars below.
Webinar Archive
Building A Strong Financial Home
with Jay Dedeker
Financial Planning for Early Investors
with Adam Dutton
Estate Planning for Young Parents:
Protect Your Legacy in Every Season
with Monica Edwards
Get To Know The Advisers
Click to learn more about each of our guest advisers.
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Jay Dedeker
Personal Financial Representative
As a Personal Financial Representative in Ooltewah, Jay Dedeker has gotten to know
many local families. He understands that when it comes to preparing for your financial
future, each person’s needs are unique. Jay looks forward to helping you prepare a
strategy to achieve your financial goals. From saving for your child’s education to
your retirement, his ongoing priority is to help you to create a financial strategy
to achieve the peace of mind that you deserve.
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Adam Dutton
Adam Dutton earned his B.B.A. from Middle Tennessee State University in 2004. Prior
to joining Raymond James in 2018, he worked as a financial advisor at Edward Jones
and co-founded Tandem Financial Partners of Ameriprise Financial. In addition to his
years of experience in the financial industry, Adam took self-study courses and earned
the esteemed Certified Financial PlannerTM designation. Clients know they can rely on Adam to help them align their financial
aspirations with their life goals. He offers clients an array of essential services,
including retirement income planning and holistic financial planning, such as protection
planning, estate planning and asset management. Adam is deeply dedicated to his clients
and enjoys creating lasting friendships with them and seeing the great value they
bring to each other’s lives.
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Monica Edwards
Monica Edwards is the Planned Giving Director at It Is Written, Inc., a media ministry
headquartered in Collegedale, TN. Monica graduated from Chapman University School
of Law in Irvine California and has practiced law as an estate planning attorney for
several years before joining It Is Written, Inc. In her role as Planned Giving Director,
Monica enjoys assisting It Is Written donors with creating effective estate plans
to ensure their families are well taken care of when they die. She also educates and
assists donors with creating charitable planning strategies that allow them to advance
God’s Kingdom through their support of their favorite ministries, while at the same
time, creating for themselves tax benefits and lifetime income.