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>>
 |
| |
Jefferson C. Adcock
Financial Planning Associate
Licenses & Certifications:
Insurance Agent
Telephone: (615) 369-1432 | Fax: (615) 522-5384 | E-Mail Address: click here
Jefferson began his career with TrustCore in the fall of 2008. He works in the Planning Department, where he supports TrustCore’s financial planners through quarterly reporting, portfolio rebalancing, as well as other planning services. Learn More>>
|
|
|
 |
| |
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>>
|
|
|
 |
| |
|
Justin Allen
Financial Planner
Telephone: (615) 369-1424 | Fax: (615) 850-8108 | E-Mail Address: click here
Licenses & Certifications:
Attorney
Registered Securities Representative
Licensed Insurance Agent
Justin Allen has been with TrustCore since 2000, working closely with retirees, business owners, and high net-worth families to develop comprehensive financial plans.
As more and more of his clients required legal assistance with wills and estate planning, Justin recognized an opportunity to better serve his clients by earning a law degree. Learn More>>
|
|
|
Virginia Mack Arnold
B/D Operations & Trading
Telephone: (615) 369-1401 | Fax: (615) 371-1941 | E-Mail Address: click here
Licenses & Certifications:
Registered Securities Representative
Registered Para-planner
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. Learn More>>
 |
| |
|
Beverly L. Barnes
Client Service Representative
Telephone: (615) 277-9482 | Fax: (615) 522-5391 | E-Mail Address: click here
Licenses & Certifications:
Registered Securities Representative
Licensed Insurance Agent
Beverly joined TrustCore as a Client Services Representative in June, 2008. Her focus is providing outstanding service and support to her financial planners and their clients. Learn More>>
|
|
|
 |
| |
|
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>>
|
|
|
 |
| |
|
Marie F. Carter
Financial Planner
Telephone: (615) 277-9463 | Fax: (615) 850-8103 | E-Mail Address: click here
Licenses & Certifications:
CPA/PFS (Certified Public Accountant/Personal Financial Specialist)
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Registered Securities Representative
Licensed Insurance Agent
Marie Carter is a CERTIFIED FINANCIAL PLANNER™ 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. Her ultimate goal is to help her clients gain greater peace of mind by assisting them in making informed financial decisions. Her current practice includes individuals such as executives, professionals, widows and retired individuals. Learn More>>
|
|
|
 |
| |
|
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>>
|
|
|
 |
| |
|
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>>
|
|
|
 |
| |
|
Paul Egan
Financial Planning Professional
Telephone: (615) 277-9476 | Fax: (615) 522-5382 | E-Mail Address: click here
Licenses & Certifications:
Registered Securities Representative
Licensed Insurance Agent
Paul joined TrustCore in 2006 as an account manager in Management Services. After about three years with the company, he began working with the Planning Department in September 2008. Paul currently works with TrustCore planners to develop financial plans and provide reports for clients. Learn More>>
|
|
|
 |
| |
|
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>>
|
|
|
 |
| |
|
Chris Goff
Financial Analyst
Licenses & Certifications:
Registered Representative
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>>
|
|
|
 |
| |
|
Ronald D. Ilesco
Financial Planner
Telephone: (615) 277-9465 | Fax: (615) 522-5393 | E-Mail Address: click here
Licenses & Certifications:
Registered Securities Representative
Licensed Insurance Agent
Ron joined TrustCore in 2010, after building a successful practice as a financial advisor with a national brokerage firm. His clients include corporate executives, physicians, athletes, young professionals, and business owners. Ron understands the particularly complex financial challenges these individuals face. By having a thorough planning process in place, he is able to help his clients reach their short-term expectations and to achieve their long-term goals. Learn More>>
|
|
|
 |
| |
|
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>>
|
|
|
TrustCore Directory: A-J | K-M | N-Z
|