About Insight

We are an independent financial services firm that provides comprehensive financial planning to individuals and business owners. Located in Chattanooga, Tennessee we have clients in nine different states and two foreign countries. Our team of professionals is ready to help you reach your financial goals whether you measure your nest egg in the thousands or millions.

It all starts with a piece of paper and a no cost, no obligation, conversation.


 
 



SCOTT PATTON
INSURANCE PLANNER

A Chattanooga native Scott graduated from Red Bank HS and UTC. He is married to Susan and they have three awesome children. When the weather is nice you will find Scott on the golf course. He has been in the insurance services industry for more than 25 years.

More About Scott:

  • 2016 Chattanooga TPC Champion

  • Million Dollar Producer


STUART VAUGHN
FINANCIAL PLANNER

Born in Chattanooga with brief stops in Crossville, TN, Pikeville, TN, and Greensboro, NC Stuart his wife, Chris, and the twins live on Signal Mountain. He graduated from The Baylor School and Guilford College (a fighting Quaker). Stuart likes to read in his spare time. He has been in the financial services industry for 20+ years.

More About Stuart:

  • Wealth Management Specialist (WMS) / Kaplan University

  • Executive Certificate in Financial Planning / UTC

  • Investment Management Consultant / Raymond James Institute of IMC

  • Fiduciary Series 7, 63 & 24

  • Million Dollar Producer


TERESA BRAZIER
OFFICE MANAGER

Teresa joined Monarch in 2018 and has 30 years of experience in this industry with her Series 7, 63 and 66 License.  She and her husband Roy reside in Chattanooga.  They enjoy spending time with their family, Joseph, Rachel and Jon and are especially proud to be Mamie and Bop to their grandsons Oliver and Boone.  In her spare time, Teresa enjoys cooking, jewelry making, shopping (especially for shoes) and any outdoor activities.


NIKKI FLIS
OPERATIONS MANAGER

Nikki and her husband reside in Chattanooga.  They enjoy outdoors activities, especially hiking, paddle-boarding, and gardening. Nikki loves gaming of all varieties and enjoys doing crafts.  She has been referred to by her coworkers as the crazy cat lady on account of her and her husband raising three cats including two Bengals.  Her favorite thing is to spend time with her family and friends.

 

 
 

The Insight Sheet is the most powerful tool for developing a good financial plan. Really seeing your finances in front of you and truly understanding what the numbers mean will give you new insight on your path to financial independence.