Broker Check

Our Team

Todd Meucci, CFF®, CEPA®

Todd Meucci, CFF®, CEPA®

CEO & Founder – Financial Advisor

615-315-5354

Brian Dixon

Brian Dixon, CFP®, ChFC®

Managing Director - Financial Advisor

615-829-6717

Alexander Jones

Alexander Jones, CFP®, CLU®, ChFC®, CEPA®, EA (Enrolled Agent)

Managing Director – Financial Advisor

615-333-7653

Jeff Johnson

Jeff Johnson

Financial Advisor

615-516-6690

Scott Poore

Scott Poore, AIF®, AWMA®, APMA®

Chief Investment Officer

Kyle Foster

Kyle Foster

Financial Advisor

310-863-0624

Sara Hardman

Sara Hardman

Director of Client Services

615-801-2648

Amber Jones

Amber Jones

Executive Assistant

Codey Paeth

Codey Paeth

Client Associate

Tonya D. Smith

Tonya D. Smith

Director of Operations

(931) 968-1127

Cecilia L. Senter

Cecilia L. Senter

Client Services Manager

(931) 968-1127