+1 760.340.4277 customerservice@myfinancialcoach.com

Southern Oak Advisory

Coby Harper, CLU, ChFC
Co-Owner – Principal

Investment Advisor Representative, Financial Services Representative

With thirty-five years of experience in the financial services industry, it has been Coby’s pleasure to serve clients in Tennessee, Alabama, Arkansas, Georgia, Florida, North Carolina and Virginia. Coby is committed to providing every client with the resources they need to make educated decisions on financial planning solutions.

Coby is active in the national and local Knoxville chapters of the Society of Financial Services Professionals. He is also active in the National Association of Insurance and Financial Advisors, and is a Qualifying Member of the Million Dollar Roundtable.

Coby graduated from the University of Tennessee at Knoxville with a Bachelor of Arts in psychology. He holds the Chartered Life Underwriter and Chartered Financial Consultant designations, as well as insurance and securities licenses in Tennessee, Alabama, Virginia and Arkansas.

Van Harper
Co-Owner – Operations

As head of the Operations team, Van oversees all underwriting operations for TriStar Strategic Group, LLC. In this role, he helps in TriStar’s ability to provide effective, proactive service to clients. His responsibilities include handling informal inquiries, ordering medical records, negotiating with carriers as needed to obtain underwriting for a given client, completing application submissions to policy issue, and submitting policy delivery requirements. Van efficiently streamlines underwriting processes within the firm to facilitate smooth transitions for clients. He also oversees TriStar’s website content, accounting and financial planning efforts for the firm.

Van earned a Bachelor of Science in Business Management from the University of Tennessee-Knoxville in 2011, a Master of Arts in Sport and Event Management from East Tennessee State University in 2012 and he holds insurance licenses in Tennessee. During his spare time he is a volunteer soccer coach, active in Leadership Tomorrow-Sevier County and enjoys spending time with family and friends.