IMBREY & ASSOCIATES - Knoxville, Tennessee

JACKI S. IMBREY,CFP^®,ChFC,CLU            

Jacki graduated from the University of Florida with a bachelor's degree in insurance and finance. She earned the Chartered Life Underwriters designation in 1979, became a Chartered Financial Consultant in 1983, and became a CERTIFIED FINANICAL PLANNER^TM professional in 2000. To expand her knowledge and grow professionally, Jacki recently completed the course work for a Wharton Certificate in Retirement Planning*.  She joined the Equitable Life Assurance Society of the United States in 1977 and has received many awards and recognition for her sales achievements and client service.  Additionally, Jacki has consistently been a life and qualifying member of the Million Dollar Round Table and entered into AXA's Hall of Fame in 1986.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

RICHARD M. IMBREY,CFP^®,ChFC,CLU 

After attending the University of Tennessee, Richard owned a retail bedding and furniture business for eleven years, giving him a strong background in business management and client relations. Richard joined the Equitable Life Assurance Society of the United States in 1982. In 1985 he earned the Chartered Life Underwriter designation, became a Chartered Financial Consultant in 1989, and a CERTIFIED FINANICAL PLANNER^TM professional in 1998. He was the Knoxville General Agents & Managers Association, Agent of the Year in 1988,1989 & 1990. Richard is also a life and qualifying member of the Million Dollar Round Table. and was entered into AXA's Hall of Fame in 2005.

DAVID H. JEFFRIES

David, a native of Knoxville, holds a Bachelor of Science degree from the University of Tennessee. Before joining AXA Advisors in 2000, he spent 15 years in the property and casualty insurance claims arena. He was previously a Divisional Vice-President for AXA Equitable, overseeing the Knoxville district office. Now a Financial Consultant with AXA Advisors, David became an associate with Imbrey and Associates in 2005, and joined the firm as a partner in 2007. David is also a member of the National Association of Insurance and Financial Advisors and has begun his education for his designation as a CERTIFIED FINANCIAL PLANNER^TM.

AXA Life Insurance Company, AXA Advisors, and AXA Network are affiliated companies.

CFP^®,CERTIFIED FINANICAL PLANNER^TM and CFP(with flame logo)are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. ChFC and CLU are professional designations of the American College,          Bryn Mar,PA.