Our Team

When you partner with our firm, you gain an entire team of professionals dedicated to your success. We work tirelessly to keep tasks off your plate, ensuring you stay on track no matter how busy your life gets. We’re passionate about providing stress-free wealth management, and we deliver red-carpet service that gives you and your family peace of mind in every season of life.

 

Al Waldrop , CFP®, CLU®, ChFC®

Wealth Management Advisor

Office 615-742-8710


Email

Read Bio

Derek Hamblen , CFP®, ChFC®, RICP®

Wealth Management Advisor

Office 615-742-5166


Email

Read Bio

Stephanie Allen , RICP®

Associate Wealth Management Advisor

Office 615-742-5846


Email

Read Bio

Austin Lewis

Associate Wealth Management Advisor

Office 615-727-8219


Email

Read Bio

Emma Spear

Associate Wealth Management Advisor

Office 615-742-8716


Email

Read Bio

Jennifer Laitinen

Associate Financial Representative

Office 615-742-5164


Email

Read Bio