Team
Eric Berner
Financial Advisor
(615) 367-2450
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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Michelle Oakley
Advisor Associate
(615) 367-2450
Michelle Oakley has over eight years of experience in the financial industry and provides valuable support to my clients and me as an Advisor Associate. We believe that her experience, dedication to family, and genuine concern for our...