Michael J. Levine, CLU, ChFC, AIF® Managing Partner 615-662-1266 [email protected] Trevor N. Coe, CFP® Partner/Financial Advisor 615-662-1266 [email protected] Chris Gardner Director of Financial Planning 615-662-1266 [email protected] Jill Hayden, CPFA® Relationship Manager – Retirement Plan Services 615-662-1266 [email protected] Kathy Boyce Insurance Account Executive 615-662-1266 [email protected] April Rome Director of Operations 615-662-1266 [email protected] Brooke Cassady, MAAE, CFP® Certified Financial Planner™ 270-726-9561 Emily Nutt Client Services Manager 615-662-1266 [email protected] Phyllis Coe Client Services Manager 270-726-9561 Savannah Daniell Financial Advisor Assistant 270-726-9561
