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Our Team

Every member of the PYA Waltman team seeks to serve as the catalyst for positive change in the life of each one of our clients. When you entrust our team with your personal or business finances, you will experience consistency, respect, dedication, and transparency.

J. William Waltman, Jr. Photo
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J. William Waltman, Jr.

President

J. William Waltman, Jr.

President

wwaltman@pyawaltman.com


Bill is the President of PYA Waltman and provides investment and financial planning counsel to high-net worth individuals and institutions. He received his B.S. in Accounting from Indiana University and is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional. Bill is also a member of the Financial Planning Association and the American Institute of Certified Public Accountants.

Bill loves coming to work every day, knowing his clients are receiving unparalleled and personalized service. He currently serves on the board of directors of the Sedes Sapientiae Foundation, Dominican Sisters of St. Cecilia Planned Giving Advisory Committee, and the University of Tennessee Economics and Finance Advisory Councils.

When he’s not in the office, Bill enjoys riding road and mountain bikes, hiking, reading and traveling with his wife, Kristine, and their five children.

“Do what you love. Know your own bone; gnaw at it, bury it, unearth it, and gnaw it still.” – Henry David Thoreau


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Eric Foster

Director of Institutional Services

Eric Foster

Director of Institutional Services

EFoster@pyawaltman.com


Eric is PYA Waltman’s Director of Institutional Services and Portfolio Manager. He joined the company in its early days and is honored to work with such a hardworking and disciplined clientele including institutions and individual clients. He received his B.S. in Business Administration and M.A. in Accounting from the University of Tennessee. Eric is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNERTM professional and is a member of the Financial Planning Association.

When he’s not in the office, Eric and his wife, Cara, enjoy snow skiing, camping and greatly enjoy watching their four kids participate in their numerous activities. Eric and his family also work with Safe Families for Children which provides emergency housing for at-risk children in the community.

“The stock market is a highly efficient mechanism for the transfer of wealth from the impatient to the patient.” – Warren Buffett


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Melissa Ballard

Director of Financial Planning Services

Melissa Ballard

Director of Financial Planning Services

MBallard@pyawaltman.com


As the Director of Financial Planning Services, Melissa’s goal is to help our clients connect their money to their lives. She works with clients and their team of professionals to create a framework that aligns their financial plan with their life goals. Melissa earned her Business Administration degree from Queens University of Charlotte and is a CERTIFIED FINANCIAL PLANNERTM. Melissa is also a member of the Financial Planning Association.

When she’s not in the office, she enjoys spending time with her husband, Jim, and their dog, Annie. Melissa enjoys volunteering for several non-profit organizations including Harmony Family Center, and loves to travel and be outdoors.

"We are mirrors whose brightness is wholly derived from the sun that shines upon us." - C.S. Lewis


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Jessica Ott

Chief Compliance Officer

Jessica Ott

Chief Compliance Officer

JOtt@pyawaltman.com

As the Chief Compliance Officer at PYA Waltman, Jessica works with all aspects of the firm to maintain policies designed to comply with federal and state securities law. She successfully completed the Investment Adviser Certified Compliance Professional (IACCP) program and is a member of the National Society of Compliance Professionals.

Originally from Knoxville, Jessica enjoys spending time with her husband, Tyler, and their two children searching for little known spots in the Great Smoky Mountains or taking in a movie on opening night.

Trust in the Lord with all your heart. Proverbs 3:5


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Doug Yoakley

Wealth Management Consultant

Doug Yoakley

Wealth Management Consultant

dyoakley@pyawaltman.com

Doug serves as a Wealth Management Consultant at PYA Waltman. Doug is a Certified Public Accountant and has provided tax and estate planning services to a wide variety of business organizations, individuals, and industries in over 35 years of public practice, paving the way for his involvement at PYA Waltman.

Doug graduated from the University of Tennessee with a B.A. in Accounting, and is a member of the AICPA, the Knoxville Estate Planning Council, the Bernstein Society Advisory Council for UT Hospital, the University of Tennessee Chancellors Associates and serves on the boards of Knox Area Rescue Mission, Knoxville Leadership Foundation, The Philadelphians, The Change Center and Fellowship Church.

When he's not in the office, Doug enjoys playing tennis and traveling. He and his wife, Sara have three grown children and two grandchildren. He is also part-owner of the Knoxville Ice Bears, a professional ice hockey team, and serves on the Board of Mountain Commerce Bank.

“Be more concerned with your character than with your reputation, because your character is what you really are, while your reputation is merely what others think you are.” -John Wooden


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Aaron Sams

Senior Research Analyst

Aaron Sams

Senior Research Analyst

ASams@pyawaltman.com

Aaron is the Senior Research Analyst and Portfolio Manager and member of the firm’s investment committee.  Aaron is responsible for overseeing investment research and managing the firm’s model portfolios.

He earned his Chartered Financial Analyst ® designation and is a member of the local CFA society.

Outside the office, Aaron enjoys spending time with his wife, Bethany and their four children, reading, traveling and working outdoors on his property.

“Investing is most intelligent when it is most businesslike.” Benjamin Graham


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Roch Monnig, Jr.

Financial Planning Associate

Roch Monnig, Jr.

Financial Planning Associate

rmonnig@pyawaltman.com

As a Financial Planning Associate, Roch provides analysis and detailed reviews that help our team to provide tailored and personal guidance. Roch graduated from the University of Tennessee, Knoxville with a degree in Political Science and is a CERTIFIED FINANCIAL PLANNERTM professional. Roch is also a member of the Financial Planning Association.

When he’s not in the office, Roch enjoys trying new restaurants, exercising, reading, and spending time with friends and family.

“Your time is limited, so don’t waste it living someone else’s life. Don’t be trapped by dogma which is living with the results of other people’s thinking. Don’t let the noise of others’ opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.” – Steve Jobs


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Olga Zaikina

Financial Planning Associate

Olga Zaikina

Financial Planning Associate

ozaikina@pyawaltman.com

As a Financial Planning Associate, Olga provides support for our financial plan analysis and scenarios.  She earned her Bachelor of Science in Business Administration, with a double major in Finance and International Business, from Liberty University. 

In her free time, she enjoys reading a good book or exploring her surroundings with friends.  She also has a deep appreciation for photography and likes taking pictures. 

“Failures, repeated failures, are finger posts on the road to achievement. One fails forward toward success.”  - C.S. Lewis


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Hannah Bryant

Financial Planning Associate

Hannah Bryant

Financial Planning Associate

hbryant@pyawaltman.com

As a Financial Planning Associate, Hannah provides support for our financial plan analysis and scenarios. She earned her Bachelor of Science in Accounting from Liberty University. 

When she is not at the office, Hannah enjoys reading, baking, and spending time with friends and family. She also loves vinyl records and searching second-hand stores for new additions to her collection. 

“The measure of a life, after all, is not its duration, but its donation.” - Corrie ten Boom


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Jonathan Mills

Associate Analyst

Jonathan Mills 

Associate Analyst

jmills@pyawaltman.com

As an Associate Analyst at PYA Waltman, Jonathan provides research, analyses and report preparation as a part of our Investment Management team.  He earned his B.S. in Business Administration from the University of Tennessee, Knoxville.

When he is not in the office, Jonathan enjoys exercising, traveling, and following University of Tennessee Athletics.

“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” -Seth Klarman


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April Smith

Senior Client Service Associate

April Smith

Senior Client Service Associate

ASmith@pyawaltman.com

Excellent client service is the heart of PYA Waltman. As a Senior Client Service Associate, April works to ensure no stone is left unturned. From new account opening to asset movement, April ensures all client questions are answered.

Outside the office, April enjoys spending time with her husband, Bryan on their small farm raising chickens, ducks and goats.  She also spends her time cuddling babies in the NICU at East Tennessee Children's Hospital.

“Live simply, love generously, care deeply, speak kindly and leave the rest to God.”  Ronald Reagan


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Connie Stacy

Client Liaison

Connie Stacy

Client Liaison

cstacy@pyawaltman.com

Connie serves as the Client Liaison. She enjoys working with clients on a personal basis and has over 20 years of executive level administrative experience. She is a member of the International Association of Administrative Professionals.

When not in the office, she enjoys traveling to see her four grown children and their families.  Connie also loves entertaining friends and family,  spending time in the mountains of East Tennessee with her husband Vic and binge watching HGTV.

"The happiest people are not those getting more, but those giving more." H. Jackson Brown, Jr.


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Lisa Young

Client Service Associate

Lisa Young

Client Service Associate

lyoung@pyawaltman.com

Lisa serves as a Client Services Associate and is the initial point of contact when you visit our office.  In addition to welcoming visitors, Lisa is responsible for invoicing, retirement plan client support, document management and maintaining our online marketing efforts.  Lisa holds a Bachelor of Science in Marketing and Management from Florida Atlantic University, graduating Summa Cum Laude.  

When she is not in the office, Lisa enjoys traveling and exploring new cities, going to concerts of her favorite bands, and spending time with family and friends.

“Cherish yesterday, Dream tomorrow, Live today.”  - Richard Bach