About our office
The Nashville team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working with business owners, corporate executives and women; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.
Meet our Private Wealth Management team

Our services
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Resources and tips for women entrepreneurs
Funding, advice and networking support can help you sustain and grow your business.
3 steps to manage concentration risk in your portfolio
How to diversify a concentrated, and potentially risky, portfolio.