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ABOUT US

We work as a team to provide the best possible service for our clients. Our people, our culture, and our passion for helping clients build and preserve wealth have made us trusted advisors firm in the community for years.

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Our Team

MEET THE TEAM

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Managing Partner 

Financial Advisor

BRANDON EDWARDS
 

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MARTIN PORTER
 

Managing Partner

Financial Advisor

AWMA

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GRAHAM MATTES
 

Managing Partner, Financial Advisor, CFP®, CIMA®, CMFC®

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DAVID GERKIN

Director of Planning & Investment Research

Mackenzie Moore

MACKENZIE
MOORE

Client Relations Manager

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AMANDA
HEIFNER

Operations Manager

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RYAN SCOTT

Wealth Advisor

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BRITTNEY GREEN

Executive Assistant

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BRYAN DE CUIR, J.D.

Wealth Advisor

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LIBERTY SCHROEN

Registered Client Service Specialist

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MICHELLE MCQUEEN

Executive Assistant 

(Mount Juliet Main Office)

Financial Advisor Brentwood Affiliate, CFP®, AAMS

AFFILIATES

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SHANE COHOON

Financial Advisor

Mt. Juliet Affiliate

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COLBY LONG

Wealth Advisor

Mt. Juliet Affiliate

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JUSTIN DRUCKENMILLER

Wealth Advisor

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CELIA "CK" CAYCE-TAYLOR

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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SARAH CANTRELL

Retirement Plan Operations Coordinator-McMinnville, TN

KATIE MURPHY

Financial Planner

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ERIK LINDSEY

Wealth Advisor

JUSTIN HARDING

Wealth Advisor

Mt. Juliet Affiliate

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BRENT GOERS

Wealth Advisor

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JOHN HARRIS

Financial Advisor

Brentwood Affiliate

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JOSH GROGAN

Financial Advisor-Affiliate

Franklin, TN

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DAVID KLEINHOLTER

Financial Advisor Affiliate

Louisville, Kentucky

DAN SELLERS

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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AMANDA LEONARDO

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BILL MAGILL

Wealth Advisor

Harpeth Wealth Partners

Franklin, TN

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Harpeth Wealth Partners 

Financial Advisor-Affiliate

Franklin, TN

BRUCE GAYNOR

BRANDAN CHASTEEN

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

Chris Curtain

CHRIS CURTIN

Financial Advisor-Affiliate

Clinton, TN

Want to check our profile on Broker Check?

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WAYNE GLENN

Investment Planner

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TOM JANNEY

Wealth Advisor
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