top of page
Julie A. Pinkerton, CLU, ChFC, LUTCF

Chief Executive Officer

Julie brings 33 years of financial industry experience, along with a national network of relationships to the planning table. She entered the industry in 1986 with a career trajectory focused on risk management and life insurance. Her final corporate position was as National Sales Manager - Practice Management with a leading insurance carrier. In this role, Julie and her team led financial planners across the country through best industry practices utilizing advanced life insurance concepts. 

In 2017, Julie focused her attention on the creation of Evozen, LLC and the proprietary financial planning paradigm, Plan (D)reamTM that addresses the 26 areas routinely overlooked in a typical "comprehensive" financial plan. She is authoring an upcoming book, "BLINK: Because Life Isn't Neat & Clean."

Avid artists and photographers, Julie and her husband, David, love to travel worldwide. Locally, they are strong supporters of Brightstone (benefitting developmentally challenged adults) and One Gen Away (focused on feeding the homeless in Middle Tennessee).

Bachelor of Business Administration, Baylor University
Chartered Life Underwriter, The American College

Chartered Financial Consultant, The American College

Life Underwriter Training Council Fellow, The American College

bottom of page