Burton is a veteran leader in financial planning, development, and education and has spent more than 20 years specializing in estate and gift planning. In his prior role with Lipscomb University, [...]

Taylor’s passion lies in helping others improve their life. He is a process driven wealth advisor helping select individuals, families, and business owners navigate complex wealth management [...]

John Sinclair began his career with TrustCore in January of 2020 as an associate planner. He joins the Sinclair Team, along with his father, Bob, brother, Tyler, and Matt Bader. Their team works [...]

Reagan Anthony joined TrustCore in 2019 as an associate planner working with Randy Lee’s planning practice. Reagan is committed to build a long-term relationship with each client by focusing on [...]

David is a native Nashvillian who has worked in the financial industry his entire career either as a banker or an investment adviser. He values independent, client- centered investment advice. He [...]

Phil joined TrustCore in 2017 and works with Randy Lee’s planning practice. His attention to detail, focus on cash flow management, retirement planning, tax minimization, and appropriate [...]

Susan joined TrustCore in 2009 and brings more than 20 years of financial services industry experience to her role as an Associate Planner with Darryl Edmonds, Cliff Taylor and Brad Caldwell. Her [...]

Drew provides extensive, coordinated financial planning, including retirement, education, tax, investment, insurance, charity, and estate planning in a fiduciary capacity. Typical clients [...]

Mary Clapp is a member of the Reed Financial Planning Team at TrustCore. As an associate planner, she strives to deliver financial planning, service and support tailored to each client’s needs. [...]