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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®

Mackenzie Moore - Headshot 1
Mackenzie Moore

Client Relations Manager

David Gerkin - Headshot 1
David Gerkin

Director of Planning & Investment Research

Amanda Heifner - headshot 1
Amanda Heifner

Operations Manager

Ryan Scott - Headshot 1
Ryan Scott

Wealth Advisor

Brittany Green - Headshot 1
Brittany Green

Executive Assistant 

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

Wealth Advisor

Wayne Glenn - headshot 1
Wayne Glenn

Investment Planner

Tom Janney - headshot 1
Tom Janney 

Wealth Advisor, CPA®

Michelle McQueen - Headshot 1
Michelle McQueen

Executive Assistant 

Abby Headshot 3
Abby Cuccia

Marketing Associate

AFFILIATES

Shane Cohoon - Headshot 1
Shane Cohoon

Financial Advisor

Mt. Juliet, TN Affiliate

Justin Harding - Headshot 1
Justin Harding

Wealth Advisor

Mt. Juliet, TN Affiliate

Katie Murphey - Headshot 1
Katie Murphy

Wealth Advisor

Mt. Juliet, TN Affiliate

Colby Long - Headshot 1
Colby Long

Wealth Advisor

Mt. Juliet, TN Affiliate

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Brent Goers

Wealth Advisor

Mt. Juliet, TN Affilate

Erik Lindsey - Headshot 1
Erik Lindsey

Wealth Advisor Associate

Mt. Juliet, TN Affiliate

John Harris - Headshot 1
John Harris

Financial Advisor

Brentwood, TN Affiliate

Justin Druckenmiller - Headshot 1
Justin Druckenmiller

Wealth Advisor,  CFP®, AAMS®

Brentwood, TN Affiliate

Josh Grogan - Headshot 1
Josh Grogan

Financial Advisor

Franklin, TN Affiliate

CK Celia Cayce
Celia "CK" Cayce

Financial Advisor/Partner, AAMS, CRPC, CRPS

Pure Wealth Partners

McMinnville, TN Affiliate

Sarah Cantrell - Headshot 1
Sarah Cantrell

Retirement Plan Operations Coordinator

McMinnville, TN

Dan Sellers - Headshot 1
Dan Sellers

Financial Advisor/Partner, CRPS

Pure Wealth Partners

McMinnville, TN Affiliate

Amanda Leonardo - Headshot 1
Amanda Leonardo

Branch Operations Manager

McMinnville, TN

Chris Curtain - Headshot 1
Chris Curtin

Financial Advisor

Clinton, TN Affiliate

David Kleinholter - headshot 1
David Kleinholter

Financial Advisor

Louisville, KY Affilate

Brandan Chasteen
Brandan Chasteen

Managing Partner, Wealth Advisor

Harpeth Wealth Partners

Franklin, TN Affiliate

Bruce Gaynor - Headshot 1
Bruce Gaynor

Wealth Advisor

Harpeth Wealth Partners

Franklin, TN Affiliate

Bill Magill - headshot 2
Bill Magill

Wealth Advisor

Harpeth Wealth Partners

Franklin, 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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