Josh Parker
Financial Planner

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

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

Josh Parker joined TrustCore in 2006 as financial planner and advisor. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Josh advises clients on long-term financial planning issues including asset allocation, retirement, education and estate planning and risk management. Learn More>>

Janice M. Penny
Client Service Representative

Telephone: (615) 553-5007 |   Fax: (615) 553-5009 |   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^®
Registered Securities Representative
Licensed Insurance Agent
Renaissance Advisor (Charitable)

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)
Registered Securities Representative
Licensed Insurance Agent

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) 553-5007  |  Fax: (615) 553-5009  |  E-Mail Address: click here  

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

David Rhodes joined TrustCore in 2009, after establishing a successful financial planning practice in Mt. Juliet and the surrounding areas of Tennessee. He has been in the financial services industry for over twenty years.

His practice focuses on helping multiple generations of high net worth families build, protect and transfer wealth. David understands the unique challenges faced by families with sizeable assets, and how unreliable or biased financial advice can jeopardize that future.    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)
Registered Securities Representative
Licensed Insurance Agent

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)
Registered Securities Representative
Licensed Insurance Agent

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^®
Registered Securities Representative
Licensed Insurance Agent      

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
Registered Securities Representative

Bob joined TrustCore in 1988, after beginning a career in the financial service industry in 1973. Bob is uniquely qualified to offer his clients the benefits of his 35 years of experience.  He has developed a network of other trusted professionals throughout the Middle Tennessee business community who can assist him in meeting the needs of his clients.

Bob provides fee based comprehensive financial planning to a high net worth clientele including successful individuals and small business owners. In our complex financial world, Bob’s clients enjoy the peace of mind that comes from delegating their financial planning process to a proven professional. 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^®
Registered Securities Representative
Licensed Insurance Agent

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^®
Registered Securities Representative
Disability Insurance Planning Specialist

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

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
Client Service Representative

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

Licenses & Certifications:
Registered Paraplanner

Miranda Wilkes joined TrustCore as a member of the Client Services team in 2007. 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)
Registered Securities Representative
Licensed Insurance Agent

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>>