Our People
At U.S. Planning Group, 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 17 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.
.
Lynn Smith, Wes's Executive Assistant, 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 is a licensed insurance agent and is currently working towards receiving her securities license.
 
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 a 15-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."
.
Angie Price, Director of New Relationships, joined the USPG firm after a successful career in pharmaceutical sales. The firm relies on her people skills to establish new client referrals, organize events, build relationships and connections in the community.  
 
Angie was born and raised in Morristown, TN and has a degree in Business Administration from the University of Tennessee.  She is also a candidate for the Master of Business Administration. She and Wes have been married for nine years and have two young sons, Preston, 7, and Hamilton,5.
 
"My personal goal for the firm is to continue to build on what Wes has already started, building a trusting relationships that goes far beyond a client's portfolio."