Rick Zivi, CPA
Investment Manager

Rick has a wealth of knowledge used in financial, investment, and business planning. He graduated with highest honors from the University of Tennessee with a Bachelor of Science degree in business administration.  He was awarded the Chancellor’s Citation by graduating number one in the School of Business.   After working for Arthur Anderson in Atlanta for several years, he gained valuable experience running his own business.  He started with NBZ in 1989.

Rick focuses on investment and financial planning.  He has many years of experience helping clients with investment allocations and planning for retirement.

Rick is on the financial committee for the Knoxville Chamber of Commerce and has served on several boards including the Bearden Foundation and United Way.  

Jeff Novinger, CPA
Investment Manager

Jeff, our founder, did not come to public accounting in the usual way.  He first had short careers in teaching history and banking.  After studying accounting, Jeff worked for several years with another local accounting firm.  In 1977 he ventured out on his own, founding the firm now known as Novinger, Ball and Zivi, PC.

Jeff works primarily with medical practices and physicians providing tax compliance, general business consulting, and financial planning.  He also has significant experience in investment planning as a registered investment advisor and partner in NBZ Investment Advisors, LLC.

He has had an interest in investment planning and advising since the 1980's. Prior to founding NBZ Investment Advisors with Rick Zivi, he counseled clients as to account allocations, choice of investment managers, and continues to do for those clients who do not work directly with NBZ.

Jeff received a Bachelor of Arts degree from Washington Lee University, Master of Arts from the University of Tennessee, and a diploma in accounting from the International Accountants Society. 

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Brad Haston, MBA
Financial Analyst

Brad has been a part of the NBZ investment team since 2016. His primary responsibilities include security selection, building customized allocations for clients, and monitoring portfolio performance. Brad is an Investment Advisor Representative registered with the state of Tennessee.

In addition to his work at NBZ, he is also a Staff Accountant at Novinger, Ball, and Zivi, PC, where he prepares tax returns for a variety of clients.

Brad graduated with honors from Tennessee Tech University with a Bachelor of Science degree in Accounting and a Bachelor of Science in Finance. Afterwards, he continued his education earning a Master's of Business Administration concentrating in finance from the University of Tennessee in 2015.  Prior to joining the firm Brad worked in a variety of occupations including bookkeeping, tax preparation, and technical support.

When Brad is not at work, he and his wife Jessica enjoy hiking, visiting local restaurants and breweries, and spending time with their dog Indy. 

Amanda Copeland
Client Service Administrator

Amanda became part of the NBZ investment team in 2007. She is responsible for client services - opening accounts and overseeing changes, scheduling appointments, and maintaining client relations. Other duties include advisor support and daily office operations. Amanda is also an Investment Advisor Representative registered with the state of Tennessee.

Her background includes life and health insurance, prior brokerage license Series 7, and compliance and property management.

Amanda and her husband, Gary, have 2 sons and enjoy snow skiing, hiking, and other outdoor activities.

Cindy Segers, CPA
Compliance Manager

Cindy serves as the compliance manager of the investment firm.  Cindy has many years of experience in compliance including compliance oversight of our related accounting firm’s financial reporting.  In addition, Cindy was an auditor in public accounting for several years.

Cindy is a 1985 graduate of Carson Newman College with a Bachelor of Science degree in accounting and business management and a Bachelor of Arts degree in psychology.  She has worked for our related accounting firm since 1991 and for the investment firm for four years.

Cindy serves on the board of the Sertoma Center and fills many roles at her church.