Meet Your Financial Team

An experienced team, dedicated to your success.

Financial Advisor

Bill Rogers

It is my responsibility to understand your strategic investment objectives and unique goals. I provide guidance to effectively implement, manage and execute the financial plan that we develop together.

Client Relations Administrator (CRA)

Julie Moses

I support your day-to-day servicing needs.  I can assist with your requests on a wide variety: changes to your accounts, additional deposits, withdrawals, beneficiary and ownership changes, distributions, scheduling reviews and relaying information to your financial advisor.


Financial Advisor

Tommy Ferguson

I assist you and your advisor with proposals, research, answering investment questions, portfolio review calls, and trades.


Additional Client Resources

Refer A Friend

We value you as a client and believe your referrals are the utmost compliment to our firm.

Attend an Event

We offer a variety of events to help you reach your financial goals.

Access Accounts

Login to the Client Portal to view your accounts online.

Our Locations


Franklin - Headquarters

751 Cool Springs Blvd.
Suite 106
Franklin, TN 37067

Murfreesboro - by appointment only

2615 Medical Center Parkway, Suite 1560
Regus Office Suite, Office 224
Murfreesboro, TN 37129

*For More Detailed Directions Click Here*

Hendersonville - by appointment only

131 Maple Row Blvd.
Suite B200
Hendersonville, TN 37075

Mt. Juliet - by appointment only

1550 N. Mt. Juliet Road
Suite 103
Mt. Juliet, TN 37122

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