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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 20 financial planning professionals and over $880,000,000 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. |
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 TrustCore’s most recent market commentaryClick here to read TrustCore's most recent market commentary.
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Planner Spotlight
Barbara F. Richards, ChFC
Barbara has more than 22 years of financial advisory experience. Her expertise includes all aspects of complete wealth management.
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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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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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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.
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Eric 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.
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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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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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Jane MacDonald, CFP®
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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John Sayles, CFP®
Clients rely on John's dual expertise as a business manager and a financial planner.
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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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Justin Allen
Justin Allen has been with TrustCore since 1999 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.
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Kemp Maxwell, CFP®
Kemp joined TrustCore in 2002, bringing with him experience gained from a management career with a major corporation. He is the first in Tennesse to earn the designation of Certified College Planning Specialist (CCPS).
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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.
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Linda Grant-Smith, CFP®
Linda joined TrustCore in 2006, bringing with her 18 years of financial experience. She specializes in financial issues for small business owners and financial planning for women.
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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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Marie F. Carter, CPA, CFP®
As a financial planner and advisor, Marie's goal is to help gain greater financial peace of mind for her clients. She assists them in making educated and informed financial decisions.
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Mark D. Richards, CFP®, CIMA®
Mark joined TrustCore in 2003. He gained hands-on experience in working in TrustCore's financial planning department, where, under the direction of seasoned financial planners, he formulated financial plans...
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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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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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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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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.
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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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