Our People

Our People

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 Planner

 
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNERTMpractitioner, 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 Addressclick 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>>
 

 
Amanda Aldridge
Management Services


Telephone:
(615) 277-9472 |   Fax: (615) 522-5383 |   E-Mail Addressclick 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: 
Registered Securities Representative
    of TrustCore Investments, Inc.
Doctor 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>>

Virginia Mack Arnold
B/D Operations & Trading


Telephone: (615) 369-1401   |   Fax: (615) 371-1941   |   E-Mail Address: click here

Licenses & Certifications: 
CERTIFIED FINANCIAL PLANNERTMpractitioner, CFP®
Registered Securities Representative
   of TrustCore Investments, Inc.

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 clients with any queries they may have regarding their brokerage account. Learn More>>

 


 
 
 

Beverly L. Barnes
Client Service Representative


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

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

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 Addressclick 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:
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>>


 

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
Client Service Representative

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 a Client Service Representative 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
Financial 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 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>>


 

Scott Greenwood
Financial Planner


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


 

Mikael A. Jacobs
Financial Planner


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

Licenses & Certifications:
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.
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 graduated with honors while specializing 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>>

 
TrustCore Directory: A-J | K-M | N-Z