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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

Brandon Porter

Managing Partner 

Financial Advisor

BRANDON EDWARDS

Martin Porter

Managing Partner

Financial Advisor

AWMA

MARTIN PORTER
 

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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

Ryan Scott

RYAN SCOTT

Wealth Advisor

Bryan De Cuir

BRYAN DE CUIR, J.D.

Wealth Advisor

AFFILIATES

SHANE COHOON

Financial Advisor

Mt. Juliet Affiliate

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JUSTIN DRUCKENMILLER

Financial Advisor Brentwood Affiliate, CFP®, AAMS

Chris Curtain

CHRIS CURTIN

Financial Advisor-Affiliate

Clinton, TN

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CELIA "CK" CAYCE-TAYLOR

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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Harpeth Wealth Partners 

Financial Advisor-Affiliate

Franklin, TN

BRUCE GAYNOR

Katie Murphy

KATIE MURPHY

Financial Planner

Wayne Glenn

WAYNE GLENN

Investment Planner

erik lindsey

ERIK LINDSEY

Wealth Advisor

David

DAVID KLEINHOLTER

Financial Advisor Affiliate

Louisville, Kentucky

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JOHN HARRIS

Financial Advisor

Brentwood Affiliate

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AMANDA LEONARDO

Branch Operations

Manager-McMinnville, TN

BRANDAN CHASTEEN

DAN SELLERS

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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SARAH CANTRELL

Retirement Plan Operations Coordinator-McMinnville, TN

JOSH GROGAN

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

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JUSTIN HARDING

Wealth Advisor

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