Meet Your Financial Team
An experienced team, dedicated to your success.
Financial Advisor
Jon Maxson, CEO, Senior Partner, Co-Owner
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)
Chelsey Wahlman
I support your day-to-day servicing needs. I can assist you with various requests, such as changes to your accounts, additional deposits, withdrawals, beneficiary and ownership changes, distributions, scheduling reviews, and relaying information to your financial advisor.
Email: [email protected]
Financial Advisor
Justin Radford
I assist you and your advisor with proposals, research, answering investment questions, portfolio review calls, and trades.
Email: [email protected]
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
615.224.9794
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
Hendersonville - by appointment only
Please enter through Tri-Star Tax & Business Solutions
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