WMG Financial Advisors
Meet WMG Financial
D. William Bergner ChFC, CLU, CRPS, AEP
D. William Bergner began his career in 1989 and now has almost 20 years experience in the securities and advisory business. Mr. Bergner is a registered principal with Lincoln Financial Securities, a member of both FINRA and SIPC. Over the years he has become noted for his work in the estate and tax strategies areas. Today he is Chief Executive Officer of WMG Financial and the president of WMG Companies. As head of the firm Mr. Bergner oversees the day-to-day operations being conducted by his multifaceted financial services firm.
James Aldmon
Jim Aldmon is the vice president of operations for WMG Financial and a registered representative with Lincoln Financial Securities. He began his career in the financial service industry in 2004. Jim Aldmon is a native to the Knoxville area and earned his bachelor degree from the University of Tennessee in Business Administration. Today Jim works with our strategic partners to provide clients with personalized financial solutions. Jim is registered to sell general securities, mutual funds and variable annuities enabling him to better aid clients in managing their wealth.
LuAnn Jarnagin
LuAnn Jarnagin, WMG’s Director of Retirement Plans, is a passionate business leader with 20 plus years of human resource experience with a Fortune 500 company. As a senior HR executive, LuAnn led a team that supported up to 5,500 hourly and salary employees providing a full array of HR services. LuAnn’s experience with employee benefits and retirement plans led her to enter the financial industry in 2009 and become WMG’s resource in retirement plan offerings. LuAnn has a BS in Mathematical Sciences from UNC-Chapel Hill with a concentration in Actuary Sciences.
Michael A. Burnette
Mike is WMG Financial's Director of Financial Strategies and has earned the designation of Chartered Financial Consultant. Michael holds several industry registrations that allow him to sell general securities, mutual funds, annuities and a license to sell insurance. He is a Knoxville native who graduated from Carson-Newman College in 1966 with a degree in Accounting. He began his accounting career as an Internal Auditor with the Internal Revenue Service. Since 1991, Mike has been a retirement and estate strategies professional in the Financial Services Industry and is dedicated to helping people strive to create, protect and enjoy their personal wealth.
Jonathan Jackson
Jonathan Jackson is WMG Financial’s Executive Facilitator. He began his career in the Financial Services field in 2003. Jonathan received his bachelors in Finance form the University of Memphis in 2001, and previously worked with MetLife as the Agency Sales Director. Jonathan has successfully completed the FINRA sponsored Series 6, Series 63 examinations and currently holds his Life and Health licenses.
Elizabeth C. DeWan
Elizabeth DeWan is WMG Financial’s Office Facilitator. She graduated form the University of Tennessee’s Business School in 2008 and began her career in the financial field with WMG. Elizabeth currently holds her Life license, is in pursuit of her Series 7 registration and is WMG Financial's office Notary.
Professional Network
WMG Financial has many financial professionals outside of our home office. Below you will find a short list of professionals in and around the area.
TBG Knoxville
Donald Jackson & Coby Harper
Office: 865-690-9590
Fax:865-690-9052
WMG Financial Maryville
Rob Sheets, Alan Walker
& Frank Brakley
681 Morganton Square Drive
Maryville, TN 37801
Office: 681-1133
Fax: 977-1799
TBG Hopkinsville
Tom Lovelady & Matt Kem
1910 South Virginia Street
Sutie 218
Hopkinsville, KY 42240
Office: 270-886-5428
Fax: 270-886-1877
American General
Mike Innes & Sy Giles
200 Clinton Ave West
Suite 700
Huntsville, AL 35801