

Focus Areas
- Business Retirement Plans
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Military Professionals & Veterans
Focus Areas
- Business Retirement Plans
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Military Professionals & Veterans
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Fishing
- Golfing
- Scuba Diving
- Pets
- Spending Time with Family
Team Members
Susan BeatySr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(931) 506-7444Fax
(855) 379-0080Office Address
604 N Chancery StMcminnville, TN 37110opens in a new window
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