865.243.8000 info@finworx.com

Our Team

Finworx is fueled by a highly skilled team of experts in behavioral finance and economics, investment management, communications, digital marketing, software development, machine learning, and more. From our President, a CFA charterholder who oversees our in-house team of research analysts and writers, to our top Success Coach, a digital specialist who works tirelessly to best serve our clients, our team is truly a one-of-a-kind resource for advisors.


Here are a few of the faces at Finworx:

Jeremy Floyd

Chief Executive Officer

Miranda Carr, CFA

Finworx President

Victor Gaxiola

VP of Sales & Marketing

Alex Trammell

Digital Marketing Specialist

Thomas West

Sales Executive

Phillip Fulmer, Sr.

Partner, Business Development

Toby Koerten, CFA

Senior Analyst

Katie Bibee

Managing Editor

Zach Hill

Senior Analyst

Patrick Hunt

Chief Product Officer

John C. Martin, Ph.D.

Chief Technology Officer

Matt Jernigan

VP of Product Management

Scott Pagodin

Director of Software Development

Zack Kimble

Senior Data Scientist

Guy Lemon

Software Engineer

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