WE ARE
THOROUGH

With over 200 years of combined experience, our team has experienced the ups and downs of the market and life’s twists and turns. We utilize the full array of financial tools needed to weather these storms to grow, protect, and tax-efficiently distribute the wealth you have worked so hard to build.

Our comprehensive analysis ensures that there are no opportunities left on the table and no risks left unaddressed, leaving you with complete confidence you’re fully equipped for a strong financial journey.

WE ARE
COLLABORATIVE

Being a Northwestern Mutual Private Client Group member enables us to offer the attention of a boutique firm with elevated wealth management services. combined with the strength and resources of a Fortune 90 company.

As we collaborate with the other specialists in your corner, such as attorneys and accountants, our aim is to support their valuable work and bring synergy to your strategies so even the smallest details are fully coordinated and aligned with your goals.

WE ARE
ATTENTIVE

We care about what matters most to you. By asking the right questions, we uncover your hopes, needs, and fears. We’ve built a motivated team who are passionate about helping busy people get important things done and are committed to making the planning experience as simple and enjoyable as possible. We have one goal. Yours.

WE ARE
GENERATIONAL

Solid planning and consistent implementation allows you to spend time and energy on the people and passions that are most important. We’ve thoughtfully built a team of multi-generational leaders to provide faithful consistency for you and your family or business, both today and for generations to come. We are committed to building enduring relationships, helping to instill financial confidence, and fostering lasting legacies for the families and businesses we serve.

WE ARE
SPECIALIZED

We’re skilled at navigating complex financial situations, and we’ve spent decades researching and developing strategies so we can provide the best guidance for you. In a fast-paced world, you deserve advisors who stay ahead of the game and are always striving to grow and expand their expertise.

WE ARE
RECOGNIZED

We are proud to celebrate the 2023 Forbes rankings of our founding advisors as Top Financial Security Professionals. Continuing to be ranked in the top 100 since the inception of this award, John Sterner ranked #1 in Tennessee and #38 nationally for 2023. Al Waldrop ranked #3 in Tennessee on the Best-In-State list. These accolades speak to the great honor it is to partner with you and your family.