About Us

Brandon began his career as a Financial Advisor in 2002 with a large broker-dealer before going independent in 2015 and becoming the Chief Executive Officer of EPM Financial. He and his business partners have since committed themselves to establishing EPM within the community of Mt. Juliet and the surrounding cities in Wilson County.

Growing up in Florence, Alabama, and attending college at Auburn University where he earned a B.S. in Finance, Brandon is a Southerner born and raised. He has dedicated himself to volunteer work for the American Foundation for Suicide Prevention and is co-founder of the Out of the Darkness Walk in Nashville. Brandon also serves as Vice-President of the Brandywine Pointe Dock Association.

Brandon lives in Old Hickory, Tennessee, with his twins, Braxton and Bexleigh, born in 2013. He enjoys spending his free time on the lake and cheering on the Auburn Tigers.

Martin has served as the Chief Operating Officer for EPM Financial since 2015. He became a Financial Advisor in 2009 after spending nine years in corporate finance and five years as a small business owner. Martin strives to create long-term, personal relationships with his clients. His specialized background has played a pivotal role in building a practice focused on financial planning for families and small business owners.

He received his Bachelor of Science degree from the University of Tennessee at Martin and. his MBA from Belmont University.

Martin lives in Lebanon, Tennessee, with his wife Stephanie and their four kids: Drew, David, Rachel, and Sarah Jane. When he’s not working, Martin often attends an extracurricular event for one of his children. In his free time, he enjoys supporting the University of Tennessee Volunteers and working on his handicap at the golf course.

Graham is EPM's Chief Investment Officer, spending a large portion of his time researching and formulating investment strategies to suit the needs of our clients better. He is the lead speaker for client and business education, utilizing the extensive knowledge he’s gained over the past 18+ years within the hedge fund, brokerage, and mutual fund industries. After receiving his Finance degree from Iowa State and obtaining his investment licenses,

Graham went to work as an investment buyer for a New York City-based hedge fund. He spent three years between 2005 and 2016 as the Director of Investment Sales for a large broker-dealer’s East Coast Division, and in 2010 became the Regional Vice President of their mutual fund distribution arm. He spent more than a decade traveling to educate advisors and clients on topics related to global markets, economies, investment selection, asset allocation, and planning.

Graham is a Certified Financial Planner™ Professional, completing his education at Duke. He also holds a Certified Investment Management Analyst designation, CIMA®, with the educational component completed through MIT. He is a Chartered Mutual Fund Counselor, CMFC®.

Graham married his high school sweetheart, Tricia, and they have three boys: Griffin, Owen, and Brooks. They live in Lebanon, Tennessee, and love spending their time together as a family and all things outdoors.

Jeremy began his career in financial services in 2007, working for a large broker-dealer in the Midwest in a variety of different operational roles.  In 2014, Jeremy moved into an outside sales role covering multiple states in the Southeast.  After more than 10 years of traveling around the South and many nights on the road, Jeremy joined EPM Financial as the Chief Operating Officer in July of 2024. 

Jeremy grew up in Independence, MO, and attended the University of Central Missouri, achieving a B.S. in Finance.

Jeremy lives in Lebanon, TN, with his wife, Stuart. When he is not working, you can find Jeremy on a golf course or heading down to Lake Martin, AL, for some pontoon time!

David began his career in the financial industry with a large broker-dealer in 2011, working as a Financial Advisor, and joined the EPM Financial team in 2012. He discovered early on that he had a great appreciation for the planning process and the benefit it provided to clients. It was then that he decided to shift his career focus solely to investment research. He enjoys building long-term relationships with our clients and assisting the financial advisors in the financial planning process.

David resides in Old Hickory, Tennessee, with his wife Amy and their two sons, Oliver and Everett. He previously served as the Vice President of the Old Hickory Area Chamber of Commerce and sat on the Board of Directors for the Hampton Park Home Owners’ Association.

He is an alumnus of Leadership Donelson-Hermitage and is currently on the Leadership Learning Series committee.

Mackenzie graduated from Belmont University with a Bachelor of Science in Business Administration.

She joined EPM Financial in 2019 as an Executive Assistant and, in 2021, moved into her role as Client Relations Manager.

She works with our advisors to help ensure a great customer service experience for our clients.

Her interests include music, reading, and being outdoors while staying devoted to her spirituality and self-growth.

She finds making connections and building relationships very important because “no man is an island.”

Amanda joined the EPM team as our Executive Assistant in 2022 and is now our Operations Manager.

She brings an impressive background in client services and holds a key leadership role in ensuring our office runs smoothly and efficiently.

Amanda was born and raised in Mt. Juliet and attended Western Kentucky University where she received her bachelor's  degree.

In her free time, she is a professional makeup artist and enjoys spending time with her son, Jett and going to concerts.

Brittney was born in Nashville and raised right outside of the city on a quiet country road in Hermitage, TN.  She moved to Murfreesboro to attend MTSU, where she met her husband, Adam. They made Murfreesboro home for ten years and had two children, Spencer and Maddox.  In 2013, they decided to move closer to family and build their dream home in Gladeville.

She is currently a Certified Personal Trainer at Re: Move Training here in Mt. Juliet. She loves to bring out the inner athlete in all of her clients.

In her free time, Brittney loves to be outdoors, enjoying activities like being on a boat in the lake, surfing behind a boat, skiing in the mountains, going to the beach with her family, riding horses, and watching her children play soccer.  She enjoys working out and all things fitness. You can also find her snuggled up in a chair with her puppy, Henry, a cup of coffee, and reading books.

Ryan is a graduate of the University of Tennessee and has served in the financial services industry for over 23 years. Ryan focuses on designing and implementing personalized planning strategies that include investment, retirement, education, insurance, and estate planning.

Serving as a financial fitness coach to his clients, Ryan seeks to provide encouragement and accountability on the journey to financial freedom. He teaches his clients to handle and view their financial resources with Biblical wisdom and a healthy balance of stewardship and faith.

Ryan is married to Kristi and has four children: Ryan, Ross, Rocky, and Roxi. He enjoys surfing, golf, and coaching homeschooled boys as the Head Coach of Tennessee Heat Football.

Bryan is a Western State University College of Law graduate and a University of California at Santa Barbara. He has worked in the estate and financial planning industry for over 18 years. As a Wealth Advisor and attorney, Bryan utilizes his expertise and credentials to develop plans designed to effectively manage your assets during your lifetime and strategies for the transition and preservation of your assets upon your death or disability.

Bryan and his wife, Jennifer, have two children, Spencer and Molly. He is a lifelong learner and specifically enjoys honing his public speaking skills.

Through his membership in Toastmasters, he has delivered hundreds of speeches, coached and mentored many people, and in June 2021, he achieved the highest designation a Toastmaster can receive: Distinguished Toastmaster. He also likes to spend time with his family, watch movies, and tinker with anything technological.

Shane is a passionate advisor, father, and sports fan. He became a Financial Advisor in 2012 and worked for a large broker dealer before joining the EPM team in 2016. Shane believes in focusing on the big picture while helping clients work toward their financial goals year after year. Accumulation and wealth protection strategies are a key focus of his practice.

Shane is a graduate of the University of Kentucky where he earned his B.S. in Economics. He lives in Mt. Juliet, Tennessee with his wife Emily and their two daughters, Savannah and Elaina.

He is a former member of the Kentucky National Guard and is an avid outdoorsman. He also enjoys riding his motorcycle. Shane is a proud supporter of the Kentucky Wildcats.

Justin began his career as a financial advisor in 2020 and joined the EPM Financial team in 2023. Justin is originally from Mount Juliet, TN, a U.S. Army, and the Iraq War veteran. During his military service, Justin spent time in Germany, Washington, D.C., and Iraq. After returning home from service and graduating from Middle Tennessee State University with a degree in Business, Justin spent years in the healthcare industry providing IT solutions and services for rural hospitals before transitioning to financial advising.

Justin remains active within healthcare as a board member for the Tennessee Chapter of Healthcare Information and Management Systems Society (HIMSS) and a member of the Tennessee Chapter of Meeting Professionals International (MPI). Justin lives in Donelson, TN, and enjoys his time spent with family and friends.

Katie first entered the financial services industry in 2014, where she found a love for connecting with clients on a topic that many won't even bring up at the dinner table, their finances. She saw an opportunity to make an impact in people’s lives in a very personal way, by helping them create a plan to achieve their lifelong financial goals.

She relocated to Nashville from Cincinnati in 2018, where she joined her first independent practice with an emphasis on a fiduciary approach to comprehensive financial planning. Joining EPM at the end of 2022 gave her the opportunity to grow alongside other seasoned advisors on the team.

Katie resides in the Donelson area, and spends her free time kayaking the Caney, traveling, playing sand volleyball, golf, and weightlifting. She attended Miami University of Ohio, where she graduated from the Farmer School of Business. She is a native of Oxford, Ohio. Katie was the recipient of LPL’s 2024 Rising Star Award, which recognizes 20 female advisors rapidly advancing in their field, poised as next-generation leaders within the industry.

Colby joined the EPM Financial team in 2023 after beginning his career as an advisor in 2020.  Originally from DeLand, FL. Colby went to Florida State University in Tallahassee for six years before he and his wife moved to Nashville, TN, in 2016. Colby went on to manage a local non-profit coffee shop getting involved in the development of the booming hospitality industry in Nashville.

Colby remains active with the Nashville Sports Council and Middle TN BBQ Club while continuing to host his networking series for families, “Parents Deserve Happy Hour Too.”

Colby lives in Old Hickory, TN, and spends his time with his wife, Ansley, and two boys, Hudson and Hayden.
They spend their free time watching Florida State and getting outside any chance they can get.

Brent joined EPM Financial in 2023 after serving as a financial advisor at a financial institution in Middle Tennessee.  

Preceding this, he travelled throughout the Midsouth as a Regional Vice President for a national investment firm, educating advisors and clients on various investment strategies. Prior to this role, he worked at the same firm as an internal sales and marketing associate. He started his career as a financial advisor with his father in Iowa.

Brent, a graduate of Iowa State University and a veteran of the US Marine Corps, brings to our team more than 22 years of financial and relationship management experience.   He focuses not only on solutions for your immediate needs, but also on helping you develop a comprehensive strategy to meet your long-term financial goals.

Brent lives in Murfreesboro, TN with his wife April and three children: Colton, Drake and Ellory. He loves spending time with his family, travelling the world, coaching basketball, and all things sports and history.

Justin began his career as a financial advisor in 2006 and joined the EPM Financial team in 2017.

Justin graduated from Western Kentucky University with a B.S. in Financial Management and Financial Planning. In addition, Justin holds the Accredited Asset Management Specialist designation with the College for Financial Planning. Justin has been a TN Master Gardener since 2014 where he advises and educates the public on gardening and horticulture.

Justin lives in Brentwood, TN, with his wife, Jennifer, and their sons, Ethan and Jaxon. During their free time, they love going to the beach or to the mountains to ski. Justin is a passionate Razorback fan.

David left his 15-year engineering career in 2021 to pursue his passions in the financial sector industry. Most importantly, David enjoys working closely with individuals and families to manage their financial goals so that they can focus on other, more enjoyable aspects of life. Feeling at home with his engineering background, David likes to spend time solving and managing complex matters to put his clients in the best position to succeed. David graduated from Western Kentucky University in 2007 with a Bachelor of Science in Mechanical Engineering with a focus in Mathematics and Entrepreneurship.

He has spent much of his free time deeply researching economics and the financial markets.  David looks forward to serving the Commonwealth state that he has called home throughout his life. David and his wife Stefanie currently reside in Louisville, KY, along with their two sons, Collin and Lucas.  During his free time, they enjoy being together in the outdoors and almost anything sports-related.

Scott began his career as a Financial Advisor in 2011 with a large broker-dealer in Nashville, TN.  In 2016, Scott decided to go independent and create Beasley Wealth Management. He has committed himself to serving the community of Lawrenceburg and the surrounding areas. Scott was born and raised in Lawrenceburg and attended college at the University of Tennessee-Knoxville, where he graduated with a B.S. in Finance.

He volunteers with several non-profits in the area and is an active member of the Lawrenceburg Rotary Club.  Scott lives in Lawrenceburg with his wife Katie and their two young children.  They spend their free time traveling, playing golf, volunteering, or spending time with family and friends.

After serving our country in the United States Marine Corps, Chris spent 10 years building relationships and meeting the needs of his customers in the business world. In 2010, Chris earned a B.S. in Business Administration from the University of Tennessee and entered the Financial Services Industry as a Financial Advisor. Chris delivers value to his clients by using a focused planning process to identify solutions to their unique financial situations.

Chris lives in Norris, TN, with his wife, Jennifer, and their two children, Katie & Michael. He is an active member of his church, the local Boy Scout Troop, and a proud veteran and patriot.

When he’s not working, Chris can be found coaching soccer, trail running, or spending time outdoors with his family.

Bill is a Nashville transplant from Ohio, who started his financial career with a larger broker-dealer in 2018.
After 5 years of learning the financial industry, Bill recognized that to best serve his clients, he needed a firm that will keep up with the ever-changing technology and trends of the industry- EPM is that firm.  Bill said, ”I see joining EPM Financial as a major opportunity to become a master at my craft, dig deeper with clients, and develop more creative solutions to help people reach their financial goals.“

Coming from an athletic background- including being a Division One diver at the University of Cincinnati- Bill takes on a coach-like role in your financial journey. Bill says that his favorite part of his job is taking a very complex subject and breaking it down into simple steps so that anyone can understand, implement, and succeed in their
financial lives.

Bill, his beautiful wife, Sarah, and their two dogs love hiking, skiing, paddleboarding, and anything to do with the outdoors!

They love to travel to see family and friends throughout the country, and their favorite weekend of the year is when their families and friends all gather for the greatest music festival event of the year, BuxStock Music Festival!

An advisor since 2006, Bruce has walked with clients through varying investment and economic conditions over the years.  With clients across the US, Bruce serves as a go-to resource both in person and virtually. He believes in the power of relationships and thinks there's nothing better than sitting down together and communicating goals, dreams, and needs.

With a degree in Education and 16 years of teaching and coaching experience, Bruce helps clients navigate their financial game plan with the heart of a teacher.

By focusing on what is important to each person, Bruce shapes investments and advice to fit each individual.

Josh grew up in a small town outside of Atlanta, Georgia, called Powder Springs. He attended Georgia Southern University, where he received his Bachelor's degree. After teaching high school for a few years, he transitioned over to the private sector, where he worked his way up to becoming the Vice President of American HomePride in Greenville, South Carolina.

In 2017 he was married to his beautiful wife Corey and moved to Nashville, TN. In his free time, Josh serves on the Board of Directors of The American River Strokers Foundation, a non-profit organization for military and first responders. He also enjoys golf, hunting, fishing, and classic cars.