TrustCore Directory: A-J | K-M | N-Z
Carol Adams
Accounts Payable, Purchasing, Reception
Telephone: (615) 377-1177 | Fax: (615) 371-1941 | E-Mail Address: click here
Carol is probably the first of the operations staff you will meet when visiting TrustCore. Carol joined TrustCore in 1995. In addition to being our receptionist, her responsibilities encompass a great deal more. She greets clients and visitors, answers telephones and handles correspondence. She oversees the mailroom, handles the scheduling of numerous activities and is our liaison for office products and service vendors. Carol also coordinates the maintenance of our building, telephone system and office equipment. Learn More>>
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Amanda Aldridge
Management Services
Telephone: (615) 277-9472 | Fax: (615) 522-5383 | E-Mail Address: click here
Amanda joined TrustCore in October 2007 as an assistant to the Management Services Division. She received her Bachelors degree in Community Health Science from the University of Southern Mississippi, in Hattiesburg. Learn More>>
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Justin Allen
Financial Planner
Telephone: (615) 369-1424 | Fax: (615) 850-8108 | E-Mail Address: click here
Licenses & Certifications:
Registered Securities Representative
Licensed Insurance Agent
Justin Allen has been with TrustCore since 1999 and works with each of his client's to learn more about their personal life purpose and goals. Justin creates, tailors and monitors each client's financial plan. He graduated suma cum laude from Vanderbilt University with a BA degree in Communication Studies. He is a 2007 graduate of the University of Tennessee College of Law. Learn More>>
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Virginia Mack Arnold
B/D Operations & Trading
Telephone: (615) 377-1177 | Fax: (615) 371-1941 | E-Mail Address: click here
Virginia Mack Arnold joined TrustCore in 1986 after obtaining her BBA degree at MTSU. Virginia’s expertise and scope of duties is in investments and centers around the trading desk. She is responsible for opening accounts, processing all broker-to-broker account transfers, check requests from brokerage accounts, and daily trading operations such as stocks, bonds and options. She also assists client with any queries they may have regarding their brokerage account. Virginia is a Registered Securities Representative and Para-Planner licensed by the CFP Board of Standards. Learn More>>
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Beverly L. Barnes
Client Service Representative
Telephone: (615) 277-9482 | Fax: (615) 522-5391 | E-Mail Address: click here
Licenses & Certifications:
Bio Coming Soon Learn More>>
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H. Roger Bartley
Financial Planner
Telephone: (615) 371-1775 | Fax: (615) 850-8070 | E-Mail Address: click here
Licenses & Certifications:
RFC® (Registered Financial Consultant)
Registered Securities Representative
Licensed Insurance Agent
Roger joined TrustCore in 1996, bringing with him a comprehensive background in financial services and insurance. Prior to joining TrustCore, he spent 21 years in a management position with a national financial services company. His knowledge and experience provide a sound platform for analyzing, organizing and defining specific goals for individuals and businesses. Learn More>>
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Marie Carter
Financial Planner
Telephone: (615) 277-9463 | Fax: (615) 850-8103 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
CPA (Certified Public Accountant)
Registered Securities Representative and Licensed Insurance Agent
Marie F. Carter is a CERTIFIED FINANCIAL PLANNER™ practitioner, CFP® as well as a CPA. As a financial planner and advisor, her goal is to help gain greater financial peace of mind for her clients by assisting them in making educated and informed financial decisions. Learn More>>
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Kelli A. Doyle
Client Service Representative
Telephone: (615) 369-1434 | Fax: (615) 850-8102 | E-Mail Address: click here
Kelli joined TrustCore Financial as a Client Service Representative in May, 2008. Her focus is on providing superior administrative support that focuses on the details while building warm working relationships with TrustCore clientele. Prior to joining TrustCore, Kelli spent many years providing administrative and operational support to an Institutional trading group at another Financial Services Firm and began her career at J.C. Bradford & Co. as a sales assistant. Kelli brings over a decade of financial service experience with her and enjoys the challenges and variety that this industry offers on a daily basis. Learn more >>
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Don Drummond
Financial Planner
Telephone: (615) 370-1265 | Fax: (615) 850-8072 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Registered Securities Representative
Licensed Insurance Agent
Don has been with TrustCore since 1995, following a long career with a large global corporation. His strong interest in analyzing and developing comprehensive financial strategies to assist individuals, families and small businesses achieve financial success led him to a full time career in financial planning. Learn More>>
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Darryl L. Edmonds
Founder & President, TrustCore
Telephone: (615) 377-1951 | Fax: (615) 850-8073 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Licensed Insurance Agent
Registered Principal - Securities, Municipals, Options, Financial and Operations
Darryl Edmonds is TrustCore’s founder and president. He has guided the firm’s growth from its inception in 1984 to one of Tennessee’s largest independently owned, full service financial planning firms. TrustCore began with Darryl’s vision to help clients simplify their financial life and take control of their future. Learn More>>
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Paul Egan
Business Management
Telephone: (615) 277-9476 | Fax: (615) 522-5382 | E-Mail Address: click here
Licenses & Certifications:
Registered Securities Representative
Paul joined TrustCore in May 2006. He works in the Management Services area as an account manager. Paul graduated cum laude with a B.S. in Recording Industry Management (2006) and a Masters of Business Administration (2008) from Middle Tennessee State University. Learn More>>
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Larry F. Foust
Financial Planner
Telephone: (615) 377-1381 | Fax: (615) 850-8074 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Registered Securities Representative
Licensed Insurance Agent
Renaissance Advisor (Charitable)
Larry has been with TrustCore since 1988. He brings over 30 years experience and knowledge to clients and enjoys providing investment analysis and portfolio management to his clients. His experience encompasses all elements of financial planning, both personal and business. Learn More>>
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Chris Goff
Financial Analyst
Telephone: (615) 369-1429 | Fax: (615) 850-8104 | E-Mail Address: click here
Chris Goff joined TrustCore in 2005 as an Associate Research Analyst in the firm’s research department. He graduated magna cum laude from Belmont University with a BBA degree in Finance.
Chris was the recipient of Belmont’s Outstanding Finance Student Award, an honor awarded each year to a member of the university’s graduating class. During college, Chris completed internships in financial planning, equity analysis in Nashville and as a headhunter for international finance in London, England. Learn More>>
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Linda Grant-Smith
Financial Planner
Telephone: (615) 277-9468 | Fax: (615) 522-5380 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Registered Securities Representative
Licensed Insurance Agent
Registered Principal
Linda joined TrustCore in 2006 as a financial planner. She is a CERTIFIED FINANCIAL PLANNER™ practitioner who specializes in financial issues for small business owners, especially closely held and family owned businesses. Linda has over seven years of planning experience. Many of Linda's clients rely on her expertise and experience with tax strategies, retirement and succession planning for multi-generations, business and land transfers, benefit plans, group insurance, and other business finance issues. Learn More>>
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Inger M.K. Jackson
Client Service Representative
Telephone: (615) 277-9481 | Fax: (615) 522-5391 | E-Mail Address: click here
Inger joined the TrustCore family in July 2007 working in the Business Management department. In October 2007, she was offered the opportunity to be part of the Client Service team. She works closely with TrustCore planners, helping them provide a higher level of professional service to our clients in daily and quarterly correspondence, reports, and other communications. Learn More>>
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Mikael W. Jacobs
President, TrustCore Investments, Inc.
Telephone: (615) 370-1302 | Fax: (615) 850-8076 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Registered Securities Principal
Licensed Insurance Agent
Renaissance Advisor (Charitable)
Mikael W. Jacobs joined TrustCore in 1987. In addition to his financial planning practice, he is president of TrustCore Investments, Inc. He directs the firm's investment policy and is responsible for investment regulatory oversight of TrustCore's financial planners. Learn More>>
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TrustCore Directory: A-J | K-M | N-Z
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