2023 BOARD OF DIRECTORS SLATE |
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Kevin Mitchell, CFP®
TrustCore
Board Past President
(January 1, 2023- December 31, 2023)
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William Liles, CFP®, CFA, CIMA
Baird
Board President
( January 1 - December 31, 2023)
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Erik Milam, CFP®, RLP®, CeFT
TrustCore
Board Secretary
(January 1 2022- December 31, 2023)
Board President-Elect
(January 1, 2023- December 31,2023)
He will assume the role of President on January 1, 2024
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Will Jackson, CFP®
Cahaba Wealth Management
Treasurer
(January 1, 2023- December 31, 2024)
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Beth Johnson, CFA, CAIA
Mercer
Board Director
(January 1 , 2022 - December 31, 2023)
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Todd Russell, CFP®, CLU, ChFC
Private Client Strategies
Board Director
(January 1, 2022 - December 31, 2023)
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Laura J. Davis, CFP®, ChFC, RICP
Music Row Wealth Management
Board Director
January 1, 2023 - December 31, 2024
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JOIN US FOR OUR FIRST CE EVENT OF THE NEW YEAR
presented by Corporate Partner, Dimensional Fund Advisors
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EQUITY RESEARCH ROULETTE
Tuesday, January 10, 2023
7:30 am - 9:00 am
TrustCore Education Center
5314 Maryland Way
Brentwood
1.0 hour CFP® CE pending
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Please join Wes Crill PhD, Head of Investment Strategists, with Dimensional Fund Advisors (DFA), for Equity Research Roulette.
In this session, Wes will take a closer look at new research and thought leadership in the equity space focused on topics of interest to many investors, including the role that dominant stocks atop the market have over time, a look at whether or not macroeconomic signals predict stock returns, and the state of the current markets.
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PLEASE SAVE THE DATE
Thursday, January 26
7:30 am - 9:00 am
LOCATION BEING FINALIZED
Daniel Clifton
Partner; Head of Policy Research
Strategas Securities, A Baird Company
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CONGRATULATIONS TO
Lori Thoeny, CFP®, CTFA
Cumberland Trust
on her promotion to Chief Strategy Officer
Lindsay Youngbauer, CFP®, CIMA®, RICP®
Woodmont Investment Counsel
for achieving her CIMA® designation
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CONGRATULATIONS TO THOSE CELEBRATING FPA MEMBERSHIP ANNIVERSARIES IN JANUARY
Hubert E. (Buddy) Wootten, III, MS, CFP®, CLU,CLTC
Innovative Financial Group
Member since 1983
Roger Reed, CFP®
Retired, Member since 1993
Pat Shea, CFP®
Glad Financial Services
Member since 1998
David Marttala
First National Bank
Member since 1999
Stephen High, CPA/PFS
Kraft Asset Management
Member since 1999
Randy Lee, CFP®
TrustCore
Member since 2001
Bill Bryson, CFP®, CLU, ChFC
Waypoint Financial Partners
Member since 2004
Kyle Attarian, MBA, CFA, CFP®, AIF®
PlanCorp
Member since 2007
John Steele, CFP®
Equitable Trust
Member since 2008
Danny Raube, ChFC
F1 Advisors
Member since 2013
Andrew Quinn, CFP®
AJ Advisors
Member since 2014
Lori Thoeny, CFP®, CTFA
Cumberland Trust
Member since 2017
Chad Henson, CFP®
Paul Winkler, Inc.
Member since 2018
Leona Edwards, CFP®
Snow Creek Wealth
Member since 2018
Matt Self, CFP®
Northwestern Mutual
Member since 2018
Dennis Carter
Member since 2020
Chanon MacDonald
TrustCore
Member since 2021
Scott Birmingham, CFP®
Asset Management Resources
Member since 2022
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FOLLOW OUR CHAPTER ON LINKEDIN |
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PLEASE SUPPORT OUR
CORPORATE PARTNERS
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FirstBank, the third largest Tennessee-headquartered community bank, has 81 full-service bank branches across Tennessee, Kentucky, Alabama and North Georgia, and mortgage offices across the Southeast.
Times change, but the things that make being part of a community great, like strong ties and trusted relationships, never change. That’s why we remained local since 1906, making what we had learned as a community bank our business model. We’ve expanded our brand of authentic local banking across Tennessee and the Southeast. FirstBank empowers local market presidents and managers to make real decisions locally. You can walk into any branch and find a welcoming smile and willingness to help. You will know instantly you’re not just a customer. You’re part of the FirstBank family.
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First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer trusted investment products and advisory services. We are inspired every day by how financial professionals and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results. This philosophy is carried through in our approach to investing. Our approach is simple, and our company was built with these core principles in mind
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TrustCore financial planners can help you chart a clear course for your financial future. Serving clients for more than 30 years, TrustCore is consistently ranked among the top wealth management firms in the U.S. This size and scale enables us to bring you deep expertise and unique investment opportunities.
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At The Anderson Group, our agents specialize in building lasting relationships with our clients while helping them achieve their goal of finding a new home. Our team's vast knowledge of Nashville's ever growing communities and commitment to client needs have helped us become one of the most trusted names in Nashville real estate. Learn more here
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BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our cBlk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.
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The assets we manage represent more than shares in a portfolio.
That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.
Founded in 1981, Dimensional has a long history of applying academic research to practical investing. We offer a full range of equity and fixed income strategies designed to target higher expected returns.
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Being privately held and employee owned lets us focus on your financial needs – not the short-term expectations of outside shareholders. This enables us to think and plan for the long-term, consistently reinvesting in our capabilities, expertise and technology to best serve you. It’s part of what makes us a workplace of choice for top talent from across our industry. It reinforces the foundation of our uniquely collaborative, clients-first culture because we all understand our collective reputation and resources are on the line every day. And it ensures we all share a meaningful, personal stake in the successes we strive to create for you.
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A customized, life-centric planning process
Our client-centric approach to wealth management puts you at the center of our philosophies, operations and ideas. As a registered investment advisor, we have a fiduciary responsibility to you, helping to ensure we always act in your best interest.
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At Cumberland Trust, we work as a part of your family’s team of advisors. We collaborate with your accountant, estate planning attorney, and financial advisor to help guide the wealth transfer process and to maximize the benefits to both you and your loved ones. Since 2001, we have focused on people, their needs, and their values - not money management. Our role as a corporate trustee is truly independent and our approach centers on our clients.
You worked hard to build your legacy. At Cumberland Trust, we work to protect that legacy and to ensure your trust provides for your beneficiaries in the many years to come. Learn more here
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Located in Nashville, Tennessee, the law firm of Gullett Sanford Robinson & Martin PLLC (GSRM Law) provides its clients with a team of 34 lawyers who collaborate across legal disciplines to serve a wide array of needs for business and individual clients in Tennessee and across the country.
The firm has succeeded for more than 75 years because it has remained committed to its approach, its attorneys and employees, and its values.
Approach. GSRM is small enough to respond personally and efficiently to each client. At the same time, the firm is large enough to handle matters for Fortune 500 companies.
Team. The firm’s success is the result of the professionalism of its attorneys. Firm members have many years of experience and are responsive to their clients. They understand business matters and are knowledgeable of the legal issues faced by a number of industries. GSRM’s senior attorneys work side-by-side with the firm’s younger attorneys, actively involving them in all client work.
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As a leading global active asset manager, Janus Henderson seeks to benefit clients through the connections we make. This is central to what active management stands for and to the long-term outperformance we seek to deliver.
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TriStar Bank holds a very unique distinction in the world of finance — it was the first bank to open in the new millennium! Doors opened at precisely one second after midnight on January 1, 2000.
It was the first new bank to be chartered in Dickson County in almost 50 years. In April of 1999,
preparation began on the necessary documents to gain approval from the Tennessee Department of Financial Institutions to have a stock offering for what would become TriStar Bank. In a mere 67 days, organizers had sold $7.5 million in TriStar Bank stock.
2020 was the 21st year of operations for our community bank. Tremendous turmoil and challenges presented themselves The large.st was the COVID-19 pandemic. The government locked down all business for several weeks, and threw the best economy of our nation's history into a tailspin. The government offered the Payroll Protection Program to allow banks to loan money for payroll, and it would be repaid by the federal government.
We issued over 240 PPP loans for over $24 million. The funds impacted 3,500 jobs in our markets. Our mortgage loan department grew 300% and closed over $60 million in secondary mortgage loans. Deposits grew tremendously, and the bank grew 16% in deposits and total assets. Earnings per share exceeded $3.00 for the first time. The bank's efficiency ratio was below 70% for the first time. W
TriStar Bank remains committed to its community, clients, bankers, and shareholders. Helping people is what we do and who we are. We continue to believe in the American ideals of hard work and honest dealing. We look forward to seeing you!
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By providing a complete investment solution for families, institutions, and endowments/foundations, Woodmont Investment Counsel helps our clients achieve their financial goals. In the rapidly changing investment advisory industry, it is the vision of Woodmont Investment Counsel to be a leader in innovative ideas and performance, blending cutting edge technology with sophisticated investment advice. Learn more here.
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