Office Locations: Nashville

Nashville Office

Nashville Branch
210 Westwood Place, Suite 110
Brentwood, TN 37027

Phone: 615.373.2800
Fax: 615.373.2846

Our Nashville Office is a team of four seasoned Certified Financial Planners™ with an average of 16 years in financial services. Each manager maintains around 25 to 30 relationships which is significantly less than the industry average. Fewer relationships allow more time to focus on the client. A broad array of wealth management services are provided including investments, estate, tax and financial planning as well as family office services to clients centered principally in the southeast.

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I love our firm’s deep commitment to biblical financial management – helping our clients discover and apply the timeless principles of stewardship, wisdom and generosity found in the Bible. Truth never changes, and applying it consistently and faithfully can lead to financial freedom and peace of mind.

Ed McCahill

Financial Advisor
One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.

Brian Shepler

Chief Financial Officer, EVP Client Services
The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.

Scott Kiesel

Sr. Financial Advisor
My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

Sherry Teat

Financial Advisor
The quality of a person’s life is largely the consequence of his own choices. Many people do not experience the life that they could because they are ill-equipped to make wise decisions.

Alan Wallace

Sr. Financial Advisor
My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

Don Vanden Brink

Financial Advisor
The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

Roby Kotcamp

Sr. Financial Advisor
The number one priority in our firm is to take care of our clients and adopt the mindset that we are sitting on the same side of the table as them.

Aaron Klopfenstein

Sr. Financial Advisor
Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

George Andrews

Managing Director
We are a holistic firm. We come in and get our arms around everything so that we can try to be a family's most trusted advisor.

Brian Holman

Managing Director