Our Qualifications

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

After graduating from the University of Florida with a degree in Finance and Insurance, Jacki started her career in the Financial Services and Insurance industry with Equitable Life Assurance Society of the United States in 1977. Jacki's professional achievements include: Chartered Life Underwriter designation in 1979,  Chartered Financial Consultant in 1983, and became a CERTIFIED FINANICAL PLANNER^TM professional in 2000.                             To expand her knowledge and grow professionally, in 2007 Jacki completed the course work for a Wharton Certificate in Retirement Planning*.  She 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. Jacki was honored in 2010 by AXA's Old Guard as the Southern Region Honor Agent, one of the AXA Equitable's highest honors.

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

Arkansas License #65578

RICHARD M. IMBREY,CFP^®,ChFC,CLU 

Richard is a University of Tennessee alumnus, majoring in Business Administration and Marketing. In 1971, he opened a retail furniture and bedding business in Knoxville, which he sucessfully expanded and operated before selling his compnay in 1982. This gave Richard a strong background in business management and client relations.                                        Richard then started his career in the Financial Services and Insurance industry with the Equitable Life Assurance Society of the United States in 1983. In 1985 he earned the Chartered Life Underwriter designation, became a Chartered Financial Consultant in 1989, and 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,CFP^®

A native of Knoxville, David graduated from the University of Tennessee with a Bachelor of Science degree in Finance in 1984.  After graduation, David spent 15 years in the property and casualty insurance claims arena.  During that time, he worked in various management capacities including Territorial Claims Manager with Colonial Insurance Company of California and Property Unit Manager with Allstate Insurance Company.                                                                                David joined AXA Advisors in 2000, later serving as a Divisional Vice-President overseeing the Knoxville District office.  He became an associate with Imbrey and Associates in 2005, and joined the firm as a partner in 2007.                           David earned the CERTIFIED FINANCIAL PLANNER professional® designation in 2010 and is a member of the National Association of Insurance and Financial Advisors.

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.