ABOUT US

We work as a team to provide the best possible service for our clients. Our people, our culture, and our passion to help clients build and preserve wealth has made us Mt. Juliet’s Top Financial Advisors 6 years in a row. 

We work as a team to provide the best possible service for our clients. Our people, our culture, and our passion to help clients build and preserve wealth has made us Mt. Juliet’s Top Financial Advisors 5 years in a row. 

MEET THE TEAM

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Graham Mattes | EPM Financial | Mt juliet tn
David Gerkin | EPM Financial | Mt juliet tn
Mackenzie Moore
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AFFILIATES

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through, Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial.  EPM Financial is not affiliated with Southern Bank of Tennessee. Products offered are not FDIC insured. There is no bank guarantee.