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 7 years in a row. 

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MEET THE TEAM

Managing Partner 

Financial Advisor

BRANDON EDWARDS

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MARTIN PORTER

Managing Partner

Financial Advisor

AWMA

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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

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CONNOR
PRESSLEY

Wealth Advisor

Amanda

AMANDA
HEIFNER

Executive Assistant

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DEVON WHEELER

Insurance Specialist

AFFILIATES

SHANE COHOON

Financial Advisor

Mt. Juliet Affiliate

David

DAVID KLEINHOLTER

Financial Advisor Associate

Louisville, Kentucky

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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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JOHN HARRIS

Financial Advisor

Brentwood Affiliate

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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

JOSH GROGAN

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

BRANDAN CHASTEEN

Harpeth Wealth Partners  Managing Partner &

Financial Advisor-Affiliate

Franklin, TN

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BRUCE GAYNOR

Harpeth Wealth Partners

Financial Advisor-Affiliate

Franklin, TN

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