Meet Our Team

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Our team has over 100 years of combined experience working with multi-generational families to design, implement, monitor and adjust comprehensive wealth strategies. We often find that clients have investments or insurance planning, estate documentation, and existing relationships in place but may not have clarity on how it all works together to provide income in retirement. Or they may not have the confidence that the plan they have will ensure their wealth outlives them. Our hope is that every client has confidence that their plan will work, clarity on how they will accomplish their goals through the plan, and peace of mind that their team is working for them.

 

Mike Mayernick , CFP®

Partner and Wealth Management Advisor

Office 615-742-0320


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David A. Knox , CFP®, CLU®, RICP®

Partner and Wealth Management Advisor

Office 615-742-8738


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David M. Teague , CPA, CFA®, CFP®, CLU®, ChFC®

Partner and Wealth Management Advisor

Fax 866-778-9982


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Matthew J. McLean , RICP®

Partner and Wealth Management Advisor

Office 615-742-8748


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Matthew A. Self , CFP®, CLU®, ChFC®, RICP®, ChSNC®

Partner and Wealth Management Advisor

Office 615-727-7901


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Lauren Kotras , RICP®

Chief Operating Officer

John Robus , CFA®

Director of Portfolio Research and Advisory

Mendy Mills Stewart

Director of Client Services

Ashley G. Wilson , FLMI, RICP®

Associate Wealth Management Advisor

James M Casanova

Portfolio Manager

Mary E Wilson

Operations Manager

Valerie M. Mayes

Associate Financial Representative

Rachel L. Reed

Associate Financial Representative

Angela Marie Thompson

Associate Wealth Management Advisor

Abby Williams

Associate Wealth Management Advisor