Zac brings to CAP Partners a driving sense of purpose to achieve his clients’ personal success. By taking the time to truly understand what holds the most significance to his clients, he is able to develop tailored strategies that resonate with their personal values.

Zac joined the CAP team in 2018 and holds the Certified Financial Planner designation (CFP®). Before coming to the financial services industry in 2014, he earned his B.A. in Business from Columbia University in New York City.

Zac lives in Franklin with his wife, Madeline, and their kids, Brooklyn, Sage, and Judah. He is actively involved in the USA Triathlon, the community's sports leagues, and 5 Stones Church in Franklin.

The relationships are what Tanya loves the most about working with CAP Partners--whether it's building new ones or growing existing ones. With 18 years of industry experience, she has the foundation needed to create trust and confidence with her clients. 

Tanya and her husband, Kevin, were born and raised in Tennessee and call Franklin their home. They have twin girls, Abby and Norah. When she is not working or chauffeuring kids around, Tanya enjoys various church activities and walking her dog, Bonnie. 

Karen is passionate about helping people feel empowered with their money. Her ability to understand the things that are most important to her clients helps her guide them in defining short and long term goals. She loves celebrating when those long-awaited goals are accomplished!

Karen began her financial services career in 1987 and has served in many areas of the industry including private banking, brokerage operations, and advisory services. 

In her spare time, Karen enjoys mission work and volunteering with nonprofits. When she's not busy serving, she enjoys travel, photography, hiking, Tae Kwon Do, and spending time with family.

Susan's passion for helping others achieve their goals and dreams is what drew her to CAP Partners in 2018. Her previous experience includes eight years in the retail industry along with several years in the personnel and recruiting industry.

Although originally from Kentucky, she and her husband, Blake, live in Franklin, Tennessee and have called it home for more than 25 years. They have two grown children. Susan is active in Bible Study Fellowship and enjoys reading and traveling.  

Aimee is a dedicated professional passionate about delivering exceptional service to the clients and advisors she serves at CAP Partners. Her background is in small business ownership, alongside a career as a K-12 educator with National Board certification.

Born and raised in sunny southern California, she embarked on a journey as a student-athlete that led her to The Ohio State University, playing collegiate volleyball. There she met her future husband who came from Brazil to play tennis for OSU. They spent 14 fulfilling years in Oregon before moving to middle Tennessee with their two sons. Outside of work, Aimee enjoys spending quality time with friends and family and passionately cheering for the Buckeyes.

Kristen's favorite part of working at CAP Partners is helping and interacting with clients. She has enjoyed getting to know both financial planning and 401k clients since joining the team in January 2020. She is a native of Northern California and a graduate of the University of California, Davis. Her previous employment includes 20 years as a research and legislative analyst.

In 2017, after many visits to Middle Tennessee, she and her husband, Jeff, knew Nolensville was where they wanted to finish raising their family. They have two adult daughters, Lauren and Lindsay. Kristen enjoys spending time with family, traveling, ice skating, and volunteering.

Brendan's passion has always been helping others realize their dreams through sound financial planning. He consistently strives to uphold CAP Partners to the highest standards and is committed to securing their clients' trust with competence and character.

Before entering financial services, Brendan earned his B.S. in Engineering from the University of Illinois. He spent seven years in the electrical industry, including owning a sales company. His business owner experience and his roles at CAP Partners have fueled his passion and vision, guiding him in his role as CEO. 

Brendan resides in Brentwood with his family. He loves checking off destinations from his travel bucket list. You'll often find him ministering to kids at his local church, horseback riding, or spending quality time with his extended family.

Susan has enjoyed being behind the scenes as CAP Partners has added clients over the years. She believes CAP is here not only to help people navigate their financial lives but their whole lives.

You may not hear from Susan much but will notice her marketing work on the website and communications to clients. She also runs business operations and supports Brendan in business strategy and team mentoring. She has a BBA in Management from Middle Tennessee State University and has held various sales and marketing positions for 15 years before entering the financial industry. 

When she's not working, she loves to spend time with Brendan, Capri, and Evan, but also loves to travel, read and volunteer.

Helping families recognize the pieces and put together their financial puzzle is Mike's passion. His background includes nearly 20 years in the financial services industry helping families and businesses create, execute, and accomplish their plans.

Prior to his financial services career, Mike worked for nearly 15 years in management and served in operations and auditing functions with a Fortune 500 corporation. He earned his MBA from Harding University in 2002. 

Mike lives in Nolensville with his wife Michelle, and their two daughters. He is an active member of his church, former president of his homeowners association, and is involved in many non-profit organizations. He enjoys the outdoors, swimming, golfing, coaching his girls' athletic teams, and spending time with family.

Taryn enjoys orchestrating events that facilitate meaningful connections between clients, families, and friends. She joined CAP Partners in January 2017 after working at Belmont University for 12 years in multiple roles.

Originally from Houston, Texas, she made Tennessee her home after receiving her undergraduate degree from Belmont University. She and her husband, Jim, live in Franklin with their two daughters. Taryn enjoys cheering for her girls on the basketball court, traveling, music, and bird watching.    

Ruth enjoys the operational and administrative aspects of her role. This involves supporting our team as they assist clients in achieving their life and financial objectives. She joined the CAP Partners team in June 2017 after working in a variety of roles in both banking and education. 

Originally from Georgia, Ruth and her husband, Art, also lived in North Carolina and Texas before settling in Franklin, Tennessee in 2005. She loves being a mom to her two adult children and a Nana to her granddaughter. Ruth enjoys reading and serving in the kids and music ministries with her local church, as well as working Kakuro puzzles and cheering for the Tennessee Volunteers!