Meet Our Wealth Management Team

We're your first call.

Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.
As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to work toward getting there, and continually remind you of the importance of maintaining a disciplined approach to work toward realizing your dreams. 
Our Wealth Management Services team is committed to getting to know you and developing a customized plan to pursue your goals. We find strategies that fit your needs, not a sales quota. Genuine trust and confidence develops from our personal service and commitment to our long-term relationships and loyalty from our clients.
Pursuing your goals requires a plan. See how our team can help you today.*
Senior Financial Advisor  Program Manager
Graduate of Tennessee Tech University
Series 7 & 66 Securities Licenses, Life and Variable Product Licenses.

(931) 473-4402
(931) 304-2119 Direct
(931) 473-6952 fax
200 East Main St   McMinnville, TN 37110
 
Chief Financial Advisor Certified Financial Planner™
Graduate of Middle Tennessee State University, Graduate of School of Banking at LSU and Southeastern School of Lending
Series 7 & 63 Securities Licenses
(931) 473-4402 
(615) 956-2320 Direct
(931) 473-6952 fax
200 East Main St McMinnville, TN 37110 
Client Services Assistant 
 Graduate of Lenoir-Rhyne              University               Bachelor's Degree in Economics; Bachelor's Degree in Finance
              (931) 473-4402                    (931) 474-5790 Direct      (931) 473-6952 Fax
 200 East Main Street  McMinnville, TN 37110
 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ (Opens in a new Window)SIPC (Opens in a new Window)). Insurance products are offered through LPL or its licensed affiliates. First National Bank of Middle Tennessee and FiRST Wealth Services are not registered as a broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using FNB Wealth Management Services, and may also be employees of First National Bank of Middle Tennessee.

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of First National Bank of Middle Tennessee and FiRST Wealth Services. The FiRST Wealth Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
 Not Bank Guaranteed
 Not Bank Deposits or Obligations
 May Lose Value
First National Bank of Middle Tennessee provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
The First National Bank of Middle Tennessee is a full-service financial institution with branches in Warren, Bedford, Davidson, Rutherford, Cannon  and Williamson counties, as well as a mortgage office in Murfreesboro, Tenn.