Meet Your Financial Team
An experienced team, dedicated to your success.
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)
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.
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.
Franklin - Headquarters
751 Cool Springs Blvd.
Franklin, TN 37067
Hendersonville - by appointment only
100 Country Club Dr.
Hendersonville, TN 37075
Mt. Juliet - by appointment only
1550 N. Mt. Juliet Road
Mt. Juliet, TN 37122