Associates

Financial Advisors & Client Service

• 

  Regina Lewis

  Retirement Plan Advisor

  Phone Number (615) 212-8738

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• 

  Kristen Metzinger

  Client Service Associate

  Phone Number (615) 283-0475

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• 

  Susan Mull

  Financial Advisor & Client Service, Manager

  Phone Number 615-807-0207

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• 

  Zac Olinger

  Financial Advisor, Manager

  Phone Number (615) 455-1453

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• 

  Renee Patterson

  Client Service Associate

  Phone Number 615-240-7913

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• 

  Tanya Spiller

  Financial Advisor & Client Service

  Phone Number (615) 592-6535

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• 

  Karen Tidwell

  Financial Advisor

  Phone Number (615) 787-8295

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Leadership

• 

  Susan Easterday

  Chief Operations & Marketing Officer

  Phone Number (615) 852-6573

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• 

  Brendan Easterday

  Chief Executive Officer

  Phone Number (615) 852-7707

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• 

  Mike Organ

  Chief Investment Officer & Financial Advisor

  Phone Number (615) 283-0275

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• 

  Ruth Tennille

  Director of Operations

  Phone Number (615) 656-0984

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Marketing & Administration

• 

  Taryn Forrester

  Marketing Associate

  Phone Number (615) 905-6645

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