ABOUT US

We work as a team to provide the best possible service for our clients. Our people, our culture, and our passion to help clients build and preserve wealth has made us Mt. Juliet’s Top Financial Advisors 6 years in a row. 

 

MEET THE TEAM

Managing Partner 

Financial Advisor

BRANDON EDWARDS
DSC_0191_edited.jpg
MARTIN PORTER

Managing Partner

Financial Advisor

AWMA

Graham Mattes | EPM Financial | Mt juliet tn
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

Executive Assistant

DSC_0175_edited.jpg
KRISTIN
LUEDERS

Office Manager

Connor Pressley.jpg
CONNOR
PRESSLEY

Client Services Associate

AFFILIATES

SHANE COHOON

Financial Advisor

Mt. Juliet Affiliate

Chris Curtain
CHRIS CURTIN

Financial Advisor-Affiliate

Clinton, TN

DSC_0131_edited.jpg
JUSTIN DRUCKENMILLER

Financial Advisor Brentwood Affiliate, CFP®, AAMS

DSC_0507.JPG
CELIA "CK" CAYCE-TAYLOR

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

JOHN HARRIS

Financial Advisor

Brentwood Affiliate

DAN SELLERS

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

Bruce Gaynor.jpg
BRUCE GAYNOR

Harpeth Wealth Partners

Financial Advisor-Affiliate

Franklin, TN

Want to check our profile on Broker Check?