About Us

Our team serves the wealth management planning needs of a select group of families and institutional clients in the Nashville area and throughout the US. With thoughtful forward-thinking advice, a disciplined approach to investment management, consistent service, and creative comprehensive strategies for both sides of the balance sheet, we take the time to understand the details of your situation and customize a plan of action that is designed to maximize your opportunity for success.

Our Mission

Our mission is to help control the controllable aspects of your financial affairs and serve as the first point of contact for all financial needs of your family. We want you to feel confident through our professional planning, personal communication, and a team of specialists to lead you through every season of life.

Why We Love Our Jobs

I_Love_My_Job_thumbnail.jpg 

Our Core Principles

Our commitment to our clients is based upon three core principles:

1 loyalty.png
2 communication.png
3 service.png

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX