Our Team

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,...

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...

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...