Live Well. Finish Well.
We help families in Columbia, Tennessee, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Columbia, TN
710 N. Main Street, Suite 100 | Columbia, TN 38401
Find A Financial Advisor
Learn more about our team to find a trusted financial advisor in Columbia who can translate your personal needs into a customized financial strategy.
Advisors
Brent Whiddon
Senior Lead Advisor
Heath Morris
Senior Lead Advisor
Investments
Cole Pearson
VP, Investment Solutions
Nathan Willis
Director of Portfolio Strategy
Peter Klingelhofer
Director of Research,
Senior Portfolio Manager
John Siverling
Director of Private Markets &
Impact Advocacy
Tom Mueth
Director of Advisor Engagement
Rob Riley
Investment Analyst
Marketing
Todd Decker
Chief Growth Officer
Samantha Vance
Director of Marketing
Savannah Stewart
Senior Marketing Associate
Anne-Thomas Proctor
Marketing Associate
Susan Culpepper
Graphic Designer
Operations
Rob Grubb
Founding Member
COO
Charlie Watkins
Chief Financial Officer
TJ Claud
Chief Compliance Officer
Brian Church
Chief Growth Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jennifer Rogers
Director of Advisor Operations
Jamie Labello
Operations Manager
Katie Davis
Senior Accountant
Nathan Whiddon
Operations Associate