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. This includes proposals, research, answering investment questions, portfolio reviews, and trades.
Email: [email protected]
Join Beacon’s Black & Gold Club
The Beacon Black & Gold Club is an exclusive group for our clients who support us through referrals. A great way to share the financial confidence you’ve gained with the people you love.
Just refer a friend or family member to meet with Justin!
Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life. Becoming an advocate for your referral’s financial well-being will mean so much to them.
We value your trust more than anything else, which is why we go out of our way to earn and keep your confidence. Your referral is the biggest compliment you could give us.
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
Please enter through Tri-Star Tax & Business Solutions
131 Maple Row Blvd.
Hendersonville, TN 37075
Mt. Juliet - by appointment only
1550 N. Mt. Juliet Road
Mt. Juliet, TN 37122