Josh F. Parker
Financial Planner

Telephone: (615) 277-9464   |   Fax: (615) 371-1941   |   E-Mail Address: click here

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

Josh joined TrustCore in 2006 as financial planner and advisor after gaining 5 years of experience at a regional bank. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Josh uses a comprehensive fee-based approach to helping clients reach their goal in areas such as retirement planning, education funding, investment allocation, risk management, insurance, and estate planning. Learn More>>

Janice M. Penny
Client Service Representative

Licenses & Certifications:
Registered Paraplanner^SM
Licensed Insurance Agent

Telephone: (615) 277-9469 |   Fax: (615) 522-5381 |   E-Mail Address: click here

Janice Penny joined TrustCore as a member of the Client Service team in January of 2009. She works with David Rhodes at the Mount Juliet branch office.  Learn More>>

 

Roger H. Reed
President, TrustCore Financial Services, Inc.

Telephone: (615) 370-1270   |   Fax: (615) 850-8086   |   E-Mail Address: click here  

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

Roger joined TrustCore in 1992 after a distinguished career which included his tenure as president of an international corporation, headquartered in Nashville. He is a Principal in the firm and President of TrustCore Financial Services, Inc.

Roger's combination of vision, knowledge and experience make him eminently qualified to assist businesses and individuals in the development of financial plans and in the formulation and implementation of tactics to accomplish these financial goals. He is often retained by individuals who are dissatisfied with their current investment approach and results. Learn More>>

W. Craig Reed
Director of Research

Telephone: (615) 369-1425  |  Fax: (615) 850-8085  |  E-Mail Address: click here  

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
CFA^® (Chartered Financial Analyst)
CIMA^® (Certified Investment Management Analyst)
COA^® (Certified Option Advisor)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

Craig joined TrustCore in 1998, after beginning his financial career as an assistant equity analyst with a national brokerage firm. He became a Principal with the firm in 2003. 

Craig's clients include retirees, executives, physicians and small business owners. Through training, experience and credentials, Craig is exceptionally qualified in the evaluation and development of strategic plans for executive stock option packages.   Learn More>>

David Rhodes
Financial Planner

Telephone: (615) 277-9483  |  Fax: (615) 522-5394  |  E-Mail Address: click here  

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

David joined TrustCore in 2009, after building his own successful financial planning practice from the ground up. He has been in the financial services industry for over twenty years and although his office is in Mt. Juliet, TN, he has clients in many different states.

David uses financial planning and investment processes that help his clients to make well-informed decisions at critical points in their financial lives.     Learn More>>

Susan Rich
Client Service Representative

Telephone: (615) 277-9470   |   Fax: (615) 522-5389   |   E-Mail Address: click here

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

Susan joined TrustCore in March 2009. Her primary responsibility as a Client Service Representative is to provide outstanding quality of service to her financial planners and their clients. Learn More>>

Barbara F. Richards
Financial Planner

Telephone: (615) 369-1410  |   Fax: (615) 850-8087   |   E-Mail Address: click here

Licenses & Certifications:
ChFC^® (Chartered Financial Consultant)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Financial, Inc.
Master of Business Administration

Barbara Richards joined TrustCore in 1998, aligning her already-successful financial advisory practice with the largest independent financial planning firm in Tennessee. With extensive experience in the financial services industry, she is recognized by her peers and colleagues as a leader and mentor. In addition, she has served on many boards of directors for nonprofit organizations in Nashville, including Cable, Tennessee Golf Association, and the Heart Association.

In 2003, Barbara’s son, Mark Richards, joined TrustCore. Barbara and Mark work together to provide financial planning services to individuals, families and business owners. Learn More>>

Mark Richards
Financial Planner

Telephone: (615) 369-1420   |   Fax: (615) 850-8107 |  E-Mail Address: click here

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

Mark Richards joined TrustCore in 2003.  With a practice that focuses on wealth management, Mark assists his clients in reaching their financial goals through investments, risk management, tax planning strategies, retirement planning, education funding, personal business management and charitable and estate planning strategies.

Solving immediate, complex financial challenges is often one of the first things that Mark will do for new clients. Learn More>>

Deb Rosdhal
Insurance Professional

Telephone: (615) 369-1433   |   Fax: (615) 850-8071   |   E-Mail Address: click here

Licenses & Certifications:
Licensed Insurance Agent

Deb Rosdhal joined TrustCore in 2005, and coordinates all the administrative activities of TrustCore’s Insurance Agency.  She works closely with our planning department during the initial review and assessment of insurance needs of our clients.  She also assists TrustCore planners in reviewing clients’ risk management needs such as life, health, disability, long term care, property and casualty and commercial insurance.  Deb provides proposals and illustrations and assists with all phases of the application and policy placement process.  Additionally, she handles policy service requests for our clients, and licensing requirements for the firm.

With over 10 years’ experience in the insurance industry, Deb has served as a case manager, licensing contact, and marketing representative.  Most recently, she was with a brokerage house, where she assisted with estate planning and insurance needs for clients. Learn More>>

John Sayles
Financial Planner

Telephone: (615) 369-1414   |   Fax: (615) 850-8089  |  E-Mail Address: click here

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

John is a planner and advisor to executives and professionals in the music and health services industries, small business owners and retirees. He has been a business manager for artists, songwriters and producers for over 20 years.

For business management clients with multiple sources of income, John creates business plans, negotiates contracts, collects incomes and pays bills and creates financial statements, tax returns and risk management programs. For financial planning clients, John creates coordinated financial plans, invests rollover assets and helps clients plan for distributions during retirement and through their estate. Learn More>>

Gayle Scarff                                                                                    
Management Services

Telephone: (615) 277-9460  |   Fax: (615) 850-8097   |   E-Mail Address: click here

Gayle joined TrustCore in April 2005 as an Administrative Professional. Having moved to the Nashville area in September 2004, she brings a diversified history from Cheyenne, Wyoming. Gayle works with John Sayles in the Management Services area as an account manager. Learn More>>

 

Bob W. Sinclair
President, TrustCore Insurance Agency

Telephone: (615) 370-1272  |  Fax: (615) 850-8090  |  E-Mail Address: click here  

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

During his 35-plus years of experience in financial planning, Bob has developed an individualized approach allowing him to assist clients with a wide variety of needs. Bob created a unique process called the “Strategic Wealth Journey” that he uses to structure a comprehensive plan and then to systematically review, and evaluate his clients’ financial progress. He has also developed a personal network of Middle Tennessee professionals who assist with legal and tax issues. Learn More>>

Tyler Sinclair
Financial Planning Professional

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

Telephone: (615) 277-9480  |   Fax: (615) 522-5391   |   E-Mail Address: click here 

Tyler joined TrustCore in 2010 in our Planning Department, after interning here in 2009.  He assists planners in developing financial plans and creating performance reports. Learn More>>
 

Cliff Taylor
Financial Planner

Telephone: (615) 369-1421  |   Fax: (615) 522-5386   |   E-Mail Address: click here 

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

Cliff Taylor began his career with TrustCore in 2005 working in our Planning Department. During this time, Cliff gained invaluable experience working closely with many of our Planners in analyzing portfolios, researching investments, generating new investment ideas and creating financial plans. Over the years, Cliff adopted his own comprehensive planning approach developed from these years of close work with other seasoned Planners. Learn More>>
 

Terri Bolden Ward
Financial Planner

Telephone: (615) 369-1417    Fax: (615)  850-8084  |  E-Mail Address: click here

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

Terri joined TrustCore in 2005 after establishing her career as a successful financial planner in 1997 with another financial services firm in the area. Her integrated approach to planning is to consider everything the client wants to accomplish today while helping them remain focused on the future they want to create.

Terri`s role as an advisor is to listen to her client’s needs, to personally analyze their unique situation, and to offer planning solutions that not only incorporate what the client knows they want, but also what they may not realize they need. Learn More>>

Michael D. Wiley
Director of Marketing & Business Development

Telephone: (615) 369-1411   |   Fax: (615) 850-8098   |   E-Mail Address: click here

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

Mike joined TrustCore in 2001, and focuses on initiatives to support growth for the firm and its financial planners. He manages planner development, public communications and referral affiliation programs. His extensive background includes 15 years in the commercial banking and financial industry. As a marketing executive for major banks, Mike developed and implemented local and regional marketing strategies, managed new product development and market research. He was also Vice President of Corporate and Investor Relations for a national healthcare company headquartered in Brentwood. Mike is a Registered Securities Representative and Licensed Insurance Agent.  Learn More>>

Miranda Wilkes
Financial Planning Professional

Telephone: (615) 277-9479   |   Fax: (615) 522-5387 |  E-Mail Address: click here

Licenses & Certifications:
Registered Paraplanner^SM
Registered Securities Representative
   of TrustCore Investments, Inc.
Master of Business Administration

Miranda Wilkes joined TrustCore as a member of the Client Services team in 2007.  Now as a Financial Planning Professional, she 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. Learn More>>

John W. Yarborough
Business Manager

Telephone: (615) 369-1426   |   Fax: (615) 850-8079   |   E-Mail Address: click here

Licenses & Certifications: 
RFC^® (Registered Financial Consultant)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

John joined TrustCore in 2001, bringing with him over 25 years of organizational management experience. He is responsible for all business, operations and administrative functions for TrustCore. John comes from an internationally known corporation where he held numerous senior management positions spanning 12 years directing all sales and administrative functions, both in the domestic and international arena.

John earned a B.S. from Belhaven College in Jackson, Mississippi. He is a Registered Securities Representative and Licensed Insurance Agent.  He has also completed the Certificate in Financial Planning at Belmont University and is a candidate for CFP^® designation.  John also has been granted the RFC^® designation from the International Association of Registered Financial Consultants and is a member of the Financial Planning Association. He has held leadership positions in both national associations and his local church. Learn More>>