TrustCore Financial Planning
MoreSince 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 25 wealth managers and over $900 million dollars in assets under advisement.*
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 insures that clients receive financial planning advice based solely on their best interest.
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, business management and risk management/insurance.
Our Offices
Corporate Headquarters
Maryland Farms
- 105 Westwood Place, Suite 400
Brentwood, Tennessee 37027-1015
Telephone (615) 377-1177
Brentwood, TN Office Directions
Mt. Juliet Office
3735 N. Mount Juliet Road, Suite 106
Mount Juliet, Tennessee 37122
Telephone (615) 553-5007
Mt. Juliet, TN Office Directions
Planner Spotlight
Jefferson Adcock, CFP®
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.
Barry Kyte, Jr., CFP®
Barry takes a comprehensive approach to financial planning. He develops an extensive roadmap by reviewing current investment assets, liabilities, cash flow, employee benefits, insurance, education goals, healthcare needs, and future windfalls.
Paul Egan, CFP®
Paul joined TrustCore in 2006 as an account manager in the Entertainment Business Management Services Division. As an account manager he was responsible for day to day operations; which included collecting incomes, paying invoices, completing payroll, creating financial statements and maintaining general ledgers for clients.
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.
Mikael A. Jacobs
Mikael joined TrustCore in 2010 after obtaining a Master of Business Administration degree at Vanderbilt University's Owen Graduate School of Management, where he graduated with honors while specializing in Investment Management.
Scott Greenwood
Scott's clients include business owners, corporate executives, professionals and high net worth families. He understands the particularly complex financial challenges these individuals and families face.
Cliff Taylor, CFP®
Cliff began his career with TrustCore in 2005 as an intern and has worked with the TrustCore staff and planners for the past several years in various roles.
David Rhodes, ChFC®, CFP®
David Rhodes joined TrustCore in 2009, after establishing a successful financial planning practice in Mt. Juliet and the surrounding areas of Tennessee. He has been in the financial services industry for over twenty years.
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.
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.
Mark D. Richards, CFP®, CIMA®
Mark Richards joined TrustCore in 2003. With a practice that focuses on wealth management, Mark assists his clients in reaching their financial goals through investments, risk management, tax planning strategies...
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.
Don Drummond, CFP®
Don has been with TrustCore since 1995, following a long career with a large global corporation. As a financial advisor, he analyzes and develops complete financial strategies to assist individuals, families and small businesses achieve financial success.
H. Roger Bartley, RFC®
Roger's knowledge and experience provide a sound platform for analyzing, organizing and defining specific goals for individuals and businesses.
Terri Bolden Ward, CFP®
Terri joined TrustCore in 2005, after establishing her career as a successful financial planner in 1997. She uses an integrated approach to financial planning.
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.
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 ...
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.
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.
Barbara F. Richards, ChFC®
Barbara Richards joined TrustCore in 1998, aligning her already-successful financial advisory practice with the largest independent financial planning firm in Tennessee.
W. Craig Reed, CFA®, CIMA®, CFP®, COA®
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.
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.
Josh Parker, CFP®
Josh advises clients on long-term financial planning issues including asset allocation, retirement, education, estate planning and risk management.
Erik C. Milam, CFP®
Erik's financial planning career began in 2002, and he 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.
Kemp Maxwell, CFP®, CIMA®
Kemp joined TrustCore in 2002, bringing with him experience gained from a management career with a major corporation. He is the first in Tennessee to earn the designation of Certified College Planning Specialist (CCPS).
Justin Allen, JD
Justin Allen has been with TrustCore since 2000 and works with each of his clients to learn more about their personal life purpose and goals. Justin creates, tailors and monitors each clients' financial plan.
Larry Foust, CFP®
Larry has been with TrustCore since 1988. With over 30 years' experience, his knowledge encompasses all elements of financial planning, both personal and business. He enjoys providing investment analysis and portfolio management to his clients.
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.
John Sayles, CFP®
Clients rely on John's dual expertise as a business manager and a financial planner.
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News
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Have a portfolio where you don’t feel like you have to react to the headlines
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Fall 2011 Newsletter
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