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ABOUT US

EPM is a dedicated team of individuals who ensure to provide the best possible service to our clients.  Our commitment to providing individuals and families with personalized guidance and strategies is our passion and has made us trusted advisors in our community for many, many 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

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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 DECUIR

Wealth Advisor

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WAYNE GLENN

Investment Planner

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MICHELLE MCQUEEN

Executive Assistant 

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TOM JANNEY

Wealth Advisor

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AFFILIATES

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SHANE COHOON

Financial Advisor

Mt. Juliet Affiliate

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JUSTIN HARDING

Wealth Advisor

Mt. Juliet Affiliate

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KATIE MURPHY

Wealth Advisor

Mt. Juliet Affiliate

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COLBY LONG

Wealth Advisor

Mt. Juliet Affiliate

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JUSTIN DRUCKENMILLER

Wealth Advisor

Brentwood Affiliate

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ERIK LINDSEY

Wealth Advisor

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JOHN HARRIS

Financial Advisor

Brentwood Affiliate

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BRENT GOERS

Wealth Advisor

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JOSH GROGAN

Financial Advisor-Affiliate

Franklin, TN

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CELIA "CK" CAYCE

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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SARAH CANTRELL

Retirement Plan Operations Coordinator-McMinnville, TN

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BRUCE GAYNOR

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

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DAVID KLEINHOLTER

Financial Advisor Affiliate

Louisville, Kentucky

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BILL MAGILL

Wealth Advisor

Harpeth Wealth Partners

Franklin, TN

BRANDAN CHASTEEN

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

DAN SELLERS

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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AMANDA LEONARDO

Chris Curtain

CHRIS CURTIN

Financial Advisor-Affiliate

Clinton, TN

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