Our People
At U.S. Planning Group,Inc. our goal is to assist our clients to protect their current assets and lifestyle, to maximize their current financial situation, and to plan for, and achieve their future goals and objectives. In order to do this we rely on several key members of our firm.
 
Wesley N. Price, a Senior Partner with USPG, is a CERTIFIED FINANCIAL PLANNER™, professional with over 19 years of financial planning experience. Wes started his own firm in 1991 with the objective of providing independent, reliable, quality service to each of his clients.
 
 
To help them accomplish their financial objectives, Wes personally sits down with each client and listens to their needs and goals and then tailors a retirement solution that will best fit their individual situation.  Wes will work with you to implement a successful income distribution strategy from your portfolio that will enable you to enjoy the retirement you deserve.  He can also formulate successful risk management and estate planning strategies that can help protect what you have worked hard to build.
 
 
Wes is a member of the East TN Chapter of the Financial Planning Association, the  Knoxville Estate Planning Council, and the Downtown Rotary Club of Knoxville.  Wes gratuated from the University of Tennessee and was born and raised in Rogersville.
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Lynn Smith, Wes's Executive Assistant, and Director of Client Services has worked along side him since 1999 and has served in the financial industry for the past 17 years. Lynn manages the day-to-day operations of the firm from setting appointments to maintaining client relations. Lynn holds her Series 6 and 63 securities licenses.
 
Born and raised in Knoxville, Lynn is a graduate from the Christian Academy of Knoxville and attended Trinity Bible College. She and her husband, Bill, have an 18 year old daughter, Erica. Her love for people is what brought her to the financial industry.
 
"I enjoy helping people and sharing my knowledge in a way that will enhance their retirement experience."
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