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>>

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 Paraplanner^SM
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 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:
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>>