Broker Check

Our Team

Alan G. Moore, CLU, ChFC, AIF, CPFA, BFA

Founding Partner


Alan was born in Murfreesboro, TN and has been in Nashville for most of his life. He is married to Diana and they have one son, Spencer. Alan graduated from the University of Tennessee and has been a Titans season ticketholder since...

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Jim Plasko, RICP, BFA, AIF

Founding Partner


Jim, originally from Boston, has been in Nashville since 1994 after graduating from Fordham University. He has 4 amazing daughters. Jim has been in leadership in several civic and community organizations. He has been in the industry...

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Charles Herron, CFP®, AIF®, AWMA



Charles was born and raised right here in Nashville and has always enjoyed being engaged in the community. He joined the team after graduating from Miami of Ohio with a bachelor’s in Economics. When Charles isn’t working,...

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Renee Hitchcock

Director of Client Services


Renee, as Director of Client Services, serves as the “glue” for the team; she takes care of service-related items for clients, as well as scheduling, onboarding and marketing.  Renee recently passed her securities...

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