Meet Your Financial Team
An experienced team, dedicated to your success.
Financial Advisor
Ty Draper, MBA, CFP®, ChFC®
As a CERTIFIED FINANCIAL PLANNER™, 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)
Jenifer Miller
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.
Email: [email protected]
Servicing Advisor
Moody Summers
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 Your Accounts
Login to the Client Portal to view your accounts online.
Client Tip: September 2021
Recently my wife and I sent my daughter off to college (Go Vols) and we discovered that we needed some important documents that required the help of an estate attorney. Although we hope to never need to use these documents, they could be critical if we needed to access medical information or make medical decisions on behalf of my daughter.
If you would like to discuss this or touch base, feel free to schedule a call with me.
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
100 Country Club Dr.
Suite 207
Hendersonville, TN 37075
Mt. Juliet - by appointment only
1550 N. Mt. Juliet Road
Suite 103
Mt. Juliet, TN 37122