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. 

 

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 5 years in a row. 

MEET THE TEAM

Managing Partner 

Financial Advisor

BRANDON EDWARDS
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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

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KRISTIN
LUEDERS

Office Manager

AFFILIATES

SHANE COHOON

Financial Advisor

Mt. Juliet Affiliate

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JUSTIN DRUCKENMILLER

Financial Advisor Brentwood Affiliate, CFP®, AAMS

JOHN HARRIS

Financial Advisor

Brentwood Affiliate

CHRIS CURTIN

Financial Advisor-Affiliate

Clinton, TN

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CELIA "CK" CAYCE-TAYLOR

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

DAN SELLERS

Pure Wealth Partners

Financial Advisor-Affiliate

McMinnville, TN

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