Jefferson C. Adcock
Financial Planner

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER^TMpractitioner, CFP^®
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

Master of Business Administration

Telephone: (615) 369-1432 |   Fax: (615) 522-5384 |   E-Mail Address: click here

Jefferson provides fee-based, comprehensive financial planning for clients who need guidance concerning investments, insurance, retirement and estate planning. He specializes in planning for families who are saving for retirement, and also want to provide for their children’s college education. In order to meet the individual needs of each client, Jefferson develops and implements customized financial plans.  Learn More>>

Justin Allen
Financial Planner

Telephone: (615) 369-1424   |   Fax: (615) 850-8108   |   E-Mail Address: click here 

Licenses & Certifications: 

CFA^® (Chartered Financial Analyst^®) charterholder
Registered Securities Representative
    of TrustCore Investments, Inc.
Doctorate of Jurisprudence (JD)

Justin Allen has been with TrustCore since 2000, working closely with retirees, business owners, and high net-worth families to develop comprehensive financial plans.

Recent clients include:

• Newly retired couple who needed guidance to maximize their social security income
• Executive business manager who decided to convert his retirement account to a Roth IRA
• A married couple that wanted to create a coherent investment strategy for their 401(k),403(b), and IRA accounts Learn More>>

Beverly L. Barnes
Associate

Telephone: (615) 277-9482 |   Fax: (615) 522-5390   |   E-Mail Address: click here

Licenses & Certifications: 
Licensed Insurance Agent
Registered Paraplanner^SM
Registered Securities Representative
   of TrustCore Investments, Inc.

Beverly joined TrustCore as an Associate 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) 
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

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>>

Wendy Boren
Accounting
 

Telephone: (615) 277-9481   |   Fax: (615) 522-5396 |  E-Mail Address: click here

Licenses & Certifications:

General Financial Operations Principal
Registered Securities Representative
   of TrustCore Investments, Inc.

Wendy joined TrustCore in July of 2010. She is involved in the day to day operations of the accounting department. Wendy brings a decade of accounting experience in the financial services industry. Learn more>>

Jay Burchfield
Financial Planning Professional

Telephone: (615) 277-9462   |   Fax: (615) 522-5385   |   E-Mail: click here

Jay came to TrustCore in 2012. As a member of the Planning Department, he works closely with TrustCore planners, helping them to provide a higher level of professional services as a liaison to our clients in daily and quarterly correspondence, reports, and other forms of communication.

Jay earned his BA in Insurance & Risk Management from The University of Mississippi. Learn More>>

Brad Caldwell
Financial Planner

Telephone: (615) 370-1168  |  Fax: (615) 850-8095  |  E-Mail Address: click here

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
Licensed Insurance Agent
Registered Securities Representative
of TrustCore Investments, Inc.

Brad Caldwell has provided financial services to high net worth individuals, corporate executives, and small business owners for over 15 years. His approach to planning begins with a complete review of the client’s current financial position. This comprehensive assessment provides perspective on the client’s long-term goals, cash flow needs, retirement plans, risk tolerance, risk management, and tax exposure. Brad’s extensive conversation with the client results in a clearer understanding of their financial objectives. Consequently, the plan he develops can set them on a path toward financial security and greater peace of mind.  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^®
Licensed Insurance Agent
Registered Securities Representative 
   of TrustCore Investments, Inc.

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>>

Mary Clapp
Associate

Telephone: (615) 370-1242   |   Fax: (615) 850-8105   |   E-Mail Address: click here  

Licenses & Certifications:
Licensed Insurance Agent
Registered Securities Representative
  of TrustCore Investments, Inc.

Mary joined TrustCore as an Associate in September of 2010. She works closely with TrustCore financial planners, helping them to provide a higher level of professional service and client support. Learn More>>

Ehren Congdon
Financial Planner

Telephone: (615) 369-1434  |   Fax: (615) 850-8102   |   E-Mail Address: click here  

Licenses & Certifications: 
Licensed Insurance Agent
Registered Securities Representative 
    of TrustCore Investments, Inc.

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. 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^®
Licensed Insurance Agent
Registered Securities Representative 
    of TrustCore Investments, Inc.

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 in Securities, Municipals, Options, Financial and Operations
   for TrustCore Investments, Inc.

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 E. Egan
Financial Planner and Entertainment Business Manager

Telephone: (615) 277-9476   |   Fax: (615) 522-5382   |   E-Mail Address: click here 

Licenses & Certifications: 
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Master of Business Administration
Licensed Insurance Agent
Registered Securities Representative of TrustCore Investments, Inc. 

 
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. 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^®
Licensed Insurance Agent
Renaissance Advisor (Charitable)
Registered Securities Representative
   of TrustCore Investments, Inc.

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
Research Analyst 

Telephone: (615) 369-1429  |   Fax: (615) 850-8104   |   E-Mail Address: click here 

Licenses & Certifications: 
Registered Securities Representative
   of TrustCore Investments, Inc.

Chris Goff joined TrustCore in 2005 as a 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>>

Scott Greenwood
Financial Planner

Telephone: (615) 369-1409  |   Fax: (615) 850-8077   |   E-Mail Address: click here 
 
Licenses & Certifications:

CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

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.  By having a thorough planning process in place, he helps his clients manage their near-term financial challenges while working towards their long-term goals. Scott also offers unique guidance for clients who are navigating the financial and emotional challenges of transferring wealth between generations, particularly when it involves a family business. Learn More>>

Alexia Hoff
Associate

Telephone: (615) 369-1438   |   Fax: (615) 522-5385   |   E-Mail: click here

Mikael A. Jacobs
Financial Planner

Telephone: (615) 369-1405   |   Fax: (615) 850-8082   |   E-Mail Address: click here  

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
Registered Securities Representative
   of TrustCore Investments, Inc.
Licensed Insurance Agent
Master of Business Administration

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. Prior to his graduate studies, Mikael was a senior consultant with a health care firm in Durham, NC where he partnered with health care providers to develop strategic and medical staff development plans, helping these organizations achieve their long-term objectives.
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^®
Licensed Insurance Agent
Renaissance Advisor (Charitable)
Registered Securities Principal
   of TrustCore Investments, Inc.

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>>

 David James
Chief Compliance Officer

Telephone: (615) 277-9484   |   Fax: (615) 522-5392   |   E-Mail Address: click here

Licenses & Certifications:
Registered Securities Principal,
Registered Options Principal,
Registered Equities Principal and
Registered Municipal Securities Principal
   of TrustCore Investments, Inc.

David joined TrustCore in 2011 as the Chief Compliance Officer. Prior to joining TrustCore, he worked for a local investment firm, managing the Equity Trading Department, as well as serving in other key roles. David is a Securities, Municipal, Options and Equities Principal, and has over twenty years of experience in the financial services industry. Learn More>>