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: jenifer@beaconcm.com
Financial Advisor
Chase Grundy
I assist you and your advisor with proposals, research, answering investment questions, portfolio review calls, and trades.
Email: chase.grundy@beaconcm.com
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.
Client Tip: June 2022
Mitigating Your Risk in a Volatile Market
With May being one of the most volatile months on record, I wanted to touch base and let you know that here at Beacon, we’ve got some tactics and strategies in place to help mitigate some of your risk.
As always, we sincerely appreciate your trust. If you’d like to schedule a call with me, you can do so here.
Client Tip: May 2022
Know Your Options * Update and Correction to March Client Tip*
With the recent market volatility, it is more important now than ever to know your options. While this may not be right for your specific situation, I’d like to give you some basic information on I bonds (inflation bonds). Here is a link to the Treasury Direct if you’d like to do some research.
**Please note that Beacon or TD Ameritrade can not purchase or process I bonds on your behalf.**
As always, we sincerely appreciate your trust. If you’d like to schedule a call with me, you can do so here.
Client Tip: March 2022
Know Your Options
With the recent market volatility, it is more important now than ever to know your options. While this may not be right for your specific situation, I’d like to give you some basic information on I bonds (inflation bonds). Here is a link to the Treasury Direct if you’d like to do some research. Please note that Beacon or TD Ameritrade can not purchase or process I bonds on your behalf. As always, we sincerely appreciate your trust. If you’d like to schedule a call with me, you can do so here.
Client Tip: January 2022
Meet the Team
I’d like to introduce you to the team that helps service your retirement assets. Jenifer Miller- Customer Relationship Administrator, and Chase Grundy, Financial Advisor.
We appreciate the trust you place in us. If you would like to touch base, feel free to schedule a call with me.
Client Tip: November 2021
Focus Your Attention on What Matters to You the Most
The holiday season is a time for reflection, giving thanks, and spending time with those we love and cherish most. Use this time to keep focused on who and what you are thankful for.
I am so grateful for the trust you place in me and the Beacon Family. If you would like to touch base, feel free to schedule a call with me.
Client Tip: October 2021
Offensive and Defensive Financial Planning Strategies
It’s fall and football season is finally here. My family and I love football, and I can’t help but find similarities between the offensive and defensive strategies created for football games and the strategies we use in financial planning. At Beacon, we use the five financial pillars in financial planning to make sure you have a comprehensive plan for your retirement. If you would like to discuss this or touch base, feel free to schedule a call with me.
Client Tip: September 2021
Important Documents You May Not Realize You Need
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
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