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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MEET THE TEAM

Brandon Porter

Managing Partner 

Financial Advisor

BRANDON EDWARDS

Martin Porter

MARTIN PORTER

Managing Partner

Financial Advisor

AWMA

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GRAHAM MATTES

Managing Partner

Financial Advisor

CFP®, CIMA®, CMFC®

David Gerkin | EPM Financial | Mt juliet tn

DAVID GERKIN

Director of Planning & Investment Research

Mackenzie Moore

MACKENZIE
MOORE

Client Relations Manager

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KRISTIN
LUEDERS

Office Manager

Amanda

AMANDA
HEIFNER

Executive Assistant

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DEVON WHEELER

Insurance Specialist

Bryan De Cuir

BRYAN DE CUIR, J.D.

Wealth Advisor

Ryan Scott

RYAN SCOTT

Wealth Advisor

KATIE MURPHY

Wealth Advisor

AFFILIATES

SHANE COHOON

Financial Advisor

Mt. Juliet Affiliate

Katie Murphy

KATIE MURPHY

Wealth Advisor

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JUSTIN DRUCKENMILLER

Financial Advisor Brentwood Affiliate, CFP®, AAMS

David

DAVID KLEINHOLTER

Financial Advisor Affiliate

Louisville, Kentucky

Chris Curtain

CHRIS CURTIN

Financial Advisor-Affiliate

Clinton, TN

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JOHN HARRIS

Financial Advisor

Brentwood Affiliate

DAN SELLERS

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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CELIA "CK" CAYCE-TAYLOR

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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BRUCE GAYNOR

Harpeth Wealth Partners

Financial Advisor-Affiliate

Franklin, TN

JOSH GROGAN

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

BRANDAN CHASTEEN

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

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