Barry Kyte, Jr.
Financial Planning Professional

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

Licenses & Certifications: 
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
Master of Business Administration
Registered Securities Representative

Barry joined TrustCore in 2006. He works closely with the TrustCore financial planners to develop financial plans using our planning software. He also creates quarterly investment reports for TrustCore clients. Barry graduated with a B.S. in Finance and an M.B.A., both from Florida State University. He is also a Registered Securities Representative.         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^®
Master of Science in Finance
Registered Securities Representative
Licensed Insurance Agent

Randy joined TrustCore in 2001 after establishing a successful career as a financial planner in the San Francisco Bay Area of California. He provides comprehensive financial planning to busy and successful individuals and families.  Randy specializes in the unique needs of business owners, executives, physicians, and real estate investors.  His technical achievements and attention to detail suit him well with clients that 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)
Registered Securities Representative
Licensed Insurance Agent

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 L. Mang
Client Service Representative

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

Licenses & Certifications: 
Registered Securities Representative  
 

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

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

Licenses & Certifications:
CLU (Chartered Life Underwriter)
ChFC^® (Chartered Financial Consultant)
Registered Securities Representative
Licensed Insurance Agent

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)
Registered Securities Representative
Licensed Insurance Agent

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)
Registered Securities Representative
Licensed Insurance Agent

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:
Registered Securities Representative
Registered Paraplanner

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
Financial Planner

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

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER TM practitioner, CFP^®
Registered Securities Representive
Licensed Insurance Agent

Erik joined TrustCore in 2004 with previous experience in music publishing and financial services. Erik focuses his practice on the unique needs of physicians, attorneys, entrepreneurs and self-employed individuals, as well as young families. While he offers counsel in many areas of personal finance, Erik has special expertise in portfolio design, cash flow management, retirement planning, insurance needs analysis, tax strategies and education savings planning. 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>>

James Murphy
Compliance Officer

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

Licenses & Certifications:
Certified Regulatory and Compliance Professional (CRCP^TM)
Registered Securities Principal
Registerd Options Principal
Registered Municipal Securities Principal
Licensed Insurance Agent

Jim joined TrustCore in 2008 as the Compliance Officer shortly after relocating to Tennessee from New York. Previously, he worked on the New York Stock Exchange for 10 years, serving as a specialist, along with other key roles on the trading floor.  Jim is a Securities, Municipal and Options Principal. He holds the Certified Regulatory and Compliance Professional^TM designation from the FINRA Institute at Wharton. Currently he is pursuing the Certified Securities Compliance Professional® (CSCP®) designation from the National Society of Compliance Professionals. Learn More>>