Barry Kyte, Jr.
Financial Planner

Telephone: (615) 277-9461   |   Fax: (615) 850-8088 |   E-Mail Address: click here

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

Barry began his TrustCore career in 2006 with our Planning Department. He gained valuable experience creating comprehensive financial plans, analyzing client portfolios, and developing implementation alternatives to meet the needs of TrustCore clients. Prior to joining TrustCore, Barry specialized in 401(k) and Employee Stock Option plans at a large national brokerage firm.  Learn More>>

 

Randall S. Lee
Financial Planner

Telephone: (615) 369-1430  | Fax: (615) 850-8092 |  E-Mail Address: click here  

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

Randy came to TrustCore in 2001 from an independent financial planning firm in the San Francisco Bay Area. He provides comprehensive financial planning to busy and successful individuals and families.  His objective is to grow his clients’ wealth predictably and shield them from situations and people who may cause financial harm.  Randy specializes in the unique needs of business owners, executives, physicians, and real estate investors.  His technical achievements and attention to detail make him well suited to clients who have strong financial backgrounds themselves or have high expectations of their advisors.  Several of his clients are CPAs, hold MBAs, or serve as corporate CFOs.  Learn More>>

Jane MacDonald
Financial Planner

Telephone: (615) 369-1407   |   Fax: (615) 850-8096   |   E-Mail Address: click here  

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
CDFA (Certified Divorce Financial Analyst)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

Jane joined TrustCore in 1997, and is a member of the firm`s Research Team. She is a Certified Divorce Financial Analyst and a CERTIFIED FINANCIAL PLANNER^TM practitioner.

Jane provides personalized financial planning solutions for individual clients.  Small business owners, in particular, rely on Jane's previous career expertice in business accounting.  They seek her advice regarding investment management, retirement and estate planning, and risk management.  Learn More>>

Jody Mang
Client Service Representative

Telephone: (615) 369-1408   |   Fax: (615) 850-8093   |   E-Mail Address: click here  

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

Jody joined TrustCore in September 2008 as a Client Service Representative. Her focus is working closely with TrustCore planners and providing them with outstanding service and support as well as developing reliable relationships with clientele. Learn More>>

Harry L. Martin
Financial Planner

Telephone: (615) 371-8322   |   Fax: (615) 850-8078   |   E-Mail Address: click here   

Licenses & Certifications:
CLU^® (Chartered Life Underwriter)
ChFC^® (Chartered Financial Consultant)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

Harry has been with TrustCore since 1988. His extensive career began in finance and banking. For over 30 years, he has focused on financial planning and specializes in portfolio management, retirement planning, and estate tax planning. Harry is eminently qualified to work with businesses and individuals to help them accomplish financial goals by formulating and implementing financial planning and investment strategies. Harry is a member of the Estate Planning Council of Nashville and the Society of Financial Service Professionals. Learn More>>

Kemp Maxwell
Financial Planner

Telephone: (615) 369-1439   |   Fax: (615) 850-8101   |   E-Mail Address: click here

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
Certified College Planning Specialist
CIMA^® (Certified Investment Management Analyst)
Licensed Insurance Agent
Registered Securities Representative
  of TrustCore Investments, Inc.

Kemp joined TrustCore in February 2002 after gaining insight and experience from a management career with a major corporation.

Kemp takes a coordinated, comprehensive approach to financial management, giving advice on investments, retirement planning and college planning. He also provides strategies for insurance, debt management, employee benefits and cash flow. He frequently speaks to businesses, schools and associations on different aspects of financial planning that affect the "up and coming" market.   Learn More>>

M. Porter Maxwell, Jr.
Financial Planner

Telephone: (615) 369-1404   |   Fax: (615) 850-8080   |   E-Mail Address: click here

Licenses & Certifications:
CLU^® (Chartered Life Underwriter)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

Porter began his financial services career in 1963. His expertise is in the area of estate planning, and he focuses on professionals and small business owners. In the late 1960s, Porter entered the music sector and has successfully represented many songwriters and recording artists.   Learn More>>

LaRue McIntyre
B/D Operations & Trading

Telephone: (615) 369-1431   |   Fax: (615) 850-8081   |   E-Mail Address: click here

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

LaRue joined TrustCore in 1998. During her tenure here she has been involved in many aspects and daily operations of the firm. Currently, she is in the Trading and Operations area. This role allows her to be actively involved in servicing clients’ investment accounts.  Learn More>>
 

Erik C. Milam CFP^®, RLP^®
Financial Planner

Telephone: (615) 369-1423   |   Fax: (615) 850-8109   |   E-Mail Address: click here 

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

My personal philosophy and how I work with clients has been significantly shaped by my own life experiences. I was born with cerebral palsy and a severe speech impediment. Multiple surgeries, years of speech therapy and hard work have allowed me to achieve a better quality of life than anyone else imagined for me. I went from a child who could barely walk to playing on a state championship football team; from being hardly able to answer the phone to making frequent motivational talks to schools, businesses, and sports teams. Life can challenge our aspirations but financial planning can be a transformational force that allows dreams to become reality.  Learn More>>

Debbie Miller
Accounting

Telephone: (615) 369-1428   |   Fax: (615) 850-8099   |   E-Mail Address: click here

Debbie joined TrustCore in 2004. She handles internal accounting for TrustCore, including client and rep invoicing, commissions, bank reconciliations, general ledger management and accounting software maintenance.  Debbie brings a background of over eighteen years experience in accounting, payroll creation, tax preparation and customer service. Prior to joining TrustCore, Debbie managed her own bookkeeping service for a variety of small businesses in the Nashville and Franklin areas.  Learn More>>