Nashville - One Nashville Place
Your Nashville Team
Nashville - One Nashville Place
150 4th Ave N
Suite 1410
Nashville, TN 37219
Your Nashville Team
Rege Eisaman
CFA®, MBA
Managing Director, Vice Chair
Erik Larson
CFA®
Managing Director, Platform Channels
Jeffrey Camp
CFA®, MBA
Managing Director, Senior Portfolio Manager
David Janczewski
CFA®, CFP®
Senior Wealth Advisor
Brian Cook
AIF
Senior Wealth Advisor
Alex Hattenhauer
CFA®
Portfolio Manager
Ayushi Patel
Senior Portfolio Associate
Drew Cook
Senior Portfolio Associate
Drew Castleman
Portfolio Associate
Matthew Vietri
Portfolio Associate
William Barclay
Portfolio Associate
Lauren Bargo
Client Service Associate
Micheal Upshaw, Jr.
Client Service Associate
Chelle Janczewski
Client Service Associate
Bhavna Khurana
CFA®
Senior Portfolio Manager
Tyler Harrison
CFP®
Portfolio Manager
Mackenzie Cunningham
CFA®
Portfolio Manager
Drew Castleman
Portfolio Associate
Allison Gilleo
Business Development Associate
Enjoy some of our latest resources
June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the articleJune 09, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.
Listen to the podcastJune 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
Read the article