Providing Sound Financial Counsel with Integrity

TrustCore Financial Planning


Since 1984, individuals, families and businesses have relied on TrustCore financial advisors to help them create, enhance and preserve wealth. Our personal approach to wealth management has helped us become one of the largest financial planning firms in the state of Tennessee, with more than 29 wealth managers and over $1 billion dollars in assets under management.

TrustCore is an independent, privately owned firm. We are not a branch of any brokerage firm, bank, insurance company or other financial services company. Our independence allows our planners to craft client centered solutions.

We invite you to explore our website to find out more about us and how we serve our clients in the areas of personal financial planning (including investments, tax reduction strategies, risk management, education planning, retirement planning and estate planning), investment management, stock options and risk management/insurance.

Our Offices

Corporate Headquarters
Maryland Farms - 5314 Maryland Way, Suite 300
Brentwood, Tennessee 37027
Telephone (615) 377-1177
Brentwood, TN Office Directions

Planner Spotlight

Megan Bader

Megan helps advisory clients establish long-term financial goals and works with them towards achieving these goals by developing a strategic, customized financial plan.

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Jane MacDonald, CFP®, CDFA

Jane joined TrustCore in 1997. She is a Certified Divorce Financial Analyst and a CERTIFIED FINANCIAL PLANNER TM. She provides personalized financial planning solutions for individual clients.

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Justin Allen, JD, CFA®

Justin works closely with retirees, business owners, and high net-worth families to develop comprehensive financial plans.

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M. Porter Maxwell, Jr., CLU®

Porter began his career in financial services in 1963. His expertise and primary focus is estate planning. He clients are professionals, small business owners, songwriters and recording artists.

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W. Craig Reed, CFA®, CIMA®, CFP®

Craig joined TrustCore in 1998 and became a principal in 2003. He is the director of TrustCore's Research Department. Formerly, he served as an assistant equity analyst with a national brokerage firm.

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Kevin Mitchell

Kevin works with clients seeking counsel in the areas of investments, cash flow, risk management, retirement, and estate planning.

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Darryl L. Edmonds, CFP®

Darryl is the founder and president of TrustCore. He has over 25 years experience in financial planning, and was one of the first in Tennessee to earn the CFP® designation.

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Marie F. Carter, CPA/PFS, CFP®

Marie is a Certified Financial PlannerTM practitioner as well as a Certified Public Accountant and Personal Financial Specialist. She came to TrustCore in 2005 after practicing as a CPA in public accounting for over 15 years.

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Roger H. Reed, CFP®

Roger joined TrustCore in 1992, and is the president of TrustCore Financial Services. He uses his vision, knowledge and personal experience to help businesses and individuals ...

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Erik C. Milam, CFP®

Erik's joined TrustCore in 2004. His practice focuses on helping individuals, families and small businesses enjoy peace of mind and financial security through a unique financial planning process.

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Jefferson Adcock, CFP®, CLU®

Jefferson specializes in families that are saving for retirement, as well as providing college for their children. Each client has individual goals, which leads Jefferson to implement customized financial plans.

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Bob Sinclair, CLU®, ChFC®

Bob joined TrustCore in 1988, and is the president of TrustCore Insurance Agency. He has been active in insurance and financial planning for over 25 years.

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Josh Parker, CFP®

Josh advises clients on long-term financial planning issues including asset allocation, retirement, education, estate planning and risk management.

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H. Roger Bartley, RFC®

Roger's knowledge and experience provide a sound platform for analyzing, organizing and defining specific goals for individuals and businesses.

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Matt Bader, CFP®

Matt offers strategic financial planning advice and oversight for fee based clients by identifying, implementing and monitoring strategies that meet each individual’s specific needs.

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Mickey Jacobs, CFP®

Mickey joined TrustCore in 1987, and is president of TrustCore Investments, Inc. His career as a financial advisor began in 1985. Since that time, he has focused on analyzing and developing fiancial plans for individuals and businesses.

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Philip Henninger

His ultimate goal is to communicate with clients directly and honestly so that they may have peace-of-mind regarding their financial situation.

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Randall S. Lee, CFP®

Randy joined TrustCore in 2001. He provides a thorough approach to financial planning by coordinating the efforts of his clients and their other advisors.

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Cliff Taylor, CFP®

Cliff’s clients benefit from his comprehensive financial planning process. His quarterly review process is designed to help his clients stay on track, keeping the financial plan up to date.

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Mikael A. Jacobs, CFP®

Mikael joined TrustCore in 2010 after obtaining a Master of Business Administration degree at Vanderbilt University's Owen Graduate School of Management, where he specialized in Investment Management.

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Ehren Congdon

Among Ehren's clients are many medical and dental professionals, and the financial plans he creates with them reflect the changing landscape for healthcare professionals in compensation, taxation and risk management.

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Barry Kyte, Jr., CFP®

Barry develops an extensive roadmap by reviewing current investment assets, liabilities, cash flow, employee benefits, insurance, education goals, healthcare needs, and future windfalls.

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Brad Caldwell, CFP®

Brad has a passion to reduce any emotional stress and anxiety his clients may experience. He provides a high level of personal service and gives clients confidence to maintain their desired lifestyle.

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Harry Martin, CLU®, ChFC®

Harry has been with TrustCore since 1988. His extensive career began in finance and banking. For over 30 years, he has focused on financial planning.

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