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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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Brandon Edwards

Managing Partner,Wealth Advisor

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Martin Porter

Managing Partner, Wealth Advisor, AWMA

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Graham Mattes

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

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David Gerkin

Director of Planning & Investment Research

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Jeremy Newgard

Chief Operating Officer

Mackenzie Moore - Headshot 1
Mackenzie Moore

Client Relations Manager

Brittany Green - Headshot 1
Brittney Green

Executive Assistant 

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Ryan Scott

Wealth Advisor

Amanda Heifner - headshot 1
Amanda Heifner

Operations Manager

Bryan Decuir - Headshot 1
Bryan De Cuir, J.D.

Wealth Advisor

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Shannon Lashlee, J.D.

Director of Business Development 

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Tom Janney 

Wealth Advisor, CPA®

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Wayne Glenn

Retired Legacy Advisor

AFFILIATES

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Shane Cohoon

Financial Advisor

Mt. Juliet, TN Affiliate

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Justin Harding

Wealth Advisor

Mt. Juliet, TN Affiliate

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Katie Murphy

Wealth Advisor

Mt. Juliet, TN Affiliate

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Colby Long

Wealth Advisor

Mt. Juliet, TN Affiliate

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Brent Goers

Wealth Advisor

Mt. Juliet, TN Affilate

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Erik Lindsey

Wealth Advisor Associate

Mt. Juliet, TN Affiliate

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John Harris

Financial Advisor

Brentwood, TN Affiliate

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Justin Druckenmiller

Wealth Advisor,  CFP®, AAMS®

Brentwood, TN Affiliate

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Josh Grogan

Financial Advisor

Franklin, TN Affiliate

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Celia "CK" Cayce

Financial Advisor/Partner, AAMS, CRPC, CRPS

Pure Wealth Partners

McMinnville, TN Affiliate

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Dan Sellers

Financial Advisor/Partner, CRPS

Pure Wealth Partners

McMinnville, TN Affiliate

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Amanda Leonardo

Branch Operations Manager

McMinnville, TN

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Chris Curtin

Financial Advisor

Clinton, TN Affiliate

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David Kleinholter

Financial Advisor

Louisville, KY Affilate

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Scott Beasley

Wealth Advisor

Beasley Wealth Management

Lawrenceburg, TN Affiliate

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Bruce Gaynor

Wealth Advisor

Mt. Juliet, TN Affiliate

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Bill Magill

Wealth Advisor

Mt. Juliet, TN Affiliate

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Ethan Campbell

Wealth Advisor

Stones River Wealth Management

Woodbury, TN Affiliate

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Collin Reed

Wealth Advisor

Stones River Wealth Management

Woodbury, TN Affiliate

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Alana Hale

Office Administrator 

Stones River Wealth Management

Woodbury, TN Affiliate

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through, Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial.  The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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