Broker Check


Eric Berner, CDFA

Financial Advisor

(615) 490-7052

As a financial advisor and Certified Divorce Financial Analyst (CDFA), I am dedicated to understanding your unique circumstances and goals in order to create personalized solutions for your financial goals. My team and I base our...

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Anna Scudder

Advisor Assistant-Operations Coordinator


Anna Scudder joined our team in August and will work as the Advisor Assistant and Operations Coordinator. Anna graduated this year from the University of Tennessee at Chattanooga, with a degree in Marketing. Anna became interested in...

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Ashley Mize-Douglas

Client Experience Coordinator

(615) 235-1058

Ashley brings several years of service experience in the industry to our team. Her education is in Accounting from Trevecca Nazarene University, and she brings a wealth of knowledge in marketing, client relations and client care....

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