5200 Maryland Way
Our COORDINATED APPROACH is the opposite of how most of the industry works. You know what they say: two heads are better than one. That goes double when those heads work to bring you objective advice based on your personal goals. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.
That’s really the heart of the Flagship Financial Advisor's story. We started this local firm as a declaration of independence—believing people deserve the best financial solutions for their situations, not recommendations driven based on computer models or the restrictions of large companies which care more about the bottom line. An experienced, local independent firm, with Trusted Partners all working as a team – we are passionate about delivering expert advice, manageable planning and exceptional service to provide you financial confidence so you can focus on living a great life, and achieving your goals and dreams.
Wealth Advisor and Managing Partner
Managing personal assets can feel overwhelming, even for individuals who have handled multi-billion-dollar budgets in their professional careers. Personally, my greatest desire is to provide solutions to those who are in need, and the sense of relief they express is truly tangible. It's a significant part of why I am so passionate about what I do.
With over 30 years of experience in helping investors achieve their goals, my journey began after graduating from Southwest Baptist University. I spent approximately 11 years working with commission-based firms like Dean Witter/Morgan Stanley in New York and St. Louis, followed by a brief period at UBS Paine Webber in St. Louis. However, the constant pressure to sell products through cold-calling, sales contests, and pushing investments made me realize that this approach wasn't aligned with my values.
Originally from St. Louis, my wife Kim and I have called Franklin our home since 2003. We are blessed with twin children, Grant and Ellie. Grant recently graduated from Auburn University and is now working in Atlanta, while Ellie is pursuing her graduate degree in Integrated Marketing Communication at Ole Miss. Completing our family unit are two lovable rescued shih-tzus named Freddy and Karley.
Outside of my work, I am an ardent fan of the Nashville Predators (Kim often teases me that I had Predator tickets before we even had a house when we moved to Nashville). I also have a passion for duck hunting and waterfowl conservation.
After collaborating for over 22 years, my colleague Jeff and I founded this firm as an act of independence. We firmly believe that individuals deserve the best financial solutions tailored to their specific situations. We proudly embrace a product-agnostic approach and hold ourselves to a fiduciary standard, always prioritizing our clients' interests.
Collectively, Jeff and I bring more than 60 years of financial planning experience to the table. We have a deep understanding of what it takes to navigate life's transitions and proactively prepare for what lies ahead. Our commitment to our clients is unwavering, and we strive to provide them with the expertise and guidance they need to achieve financial success.
“I love the relationship aspect of what I do. I am honored to be able to help clients walk through life’s transitions by listening to their concerns and financially educating them in a way that results in clear and thoughtful decisions.” Jeff is a co-founder of Flagship Financial Advisors and has been providing investment advice for more than 30 years. His primary focus is strategic investment planning for individuals, families, and businesses.
Jeff received his Accounting degree from Missouri State University in Springfield, but more importantly met his wife of 26 years, Wendy. They have four children; Madison, Josh, Nick, & Max.
Jeff and Wendy spend their free time traveling, visiting their kids (Usually traveling to visit their kids!) or finding the next half or full marathon to conquer. Jeff also enjoys spending some time at the ice rink with no illusions of being called up to the NHL anytime soon. Jeff is also a mentor for the tnAchieve program for high school seniors.
Jeff co-founded Flagship Financial Advisors to provide clients with objective wealth management and is committed to upholding his fiduciary responsibility to do what is in the best interest of his clients.
Life is full of seasons… more than just winter, spring, and football season. Personally, I have experienced challenging seasons full of confusion and uncertainty. In 2019, I was diagnosed with a chronic illness followed by the passing of my grandmother. With the Pandemic shutdown, my college experience ended abruptly. Looking back, I am grateful for those challenges because they have shaped my perspective. These "seasons" have taught me the importance of valuing those around me and appreciating the people who enter my life. Keeping that perspective in mind, my goal is to help clients stay grounded amidst the overwhelming complexities and emotions of life.
I was born in Salisbury, MD, and left home to attend the University of Tennessee, where I earned my Bachelor’s degree in Finance. After graduating, I returned home to receive a Master's in Business Administration from Salisbury University.
Since moving to Nashville in 2022, I have been enjoying all that this city has to offer. Whether it is attending Predator hockey games, spending time on the lake, golfing with friends, or simply taking walks through the parks...I am making Nashville my home. When I am not working, I cherish my free time spent outdoors with friends and attending church.
At Flagship, my goal is to build lasting relationships with clients as I work alongside Jeff and Scott to achieve financial success for all our clients.
Senior Analyst - Investment Analytics
Jonathan is a highly skilled and dedicated research analyst with a passion for uncovering valuable insights and providing strategic guidance to Flagship Financial Advisors. With an unwavering curiosity and meticulous attention to detail, Jonathan delves deep into the world of data and information to extract meaningful patterns and trends.
Armed with an MBA from Southern Methodist University, Jonathan possesses a solid academic foundation that complements his extensive professional experience. He has honed his analytical expertise through years of working in various industries, including finance, and education.
As a research analyst, Jonathan thrives on the thrill of exploring complex datasets and transforming them into actionable intelligence. His expertise lies in conducting thorough market research, performing comprehensive analysis, and evaluating industry trends. Armed with advanced statistical tools and methodologies, Jonathan has a knack for distilling complex information into clear and concise reports that drive Flagships informed decision-making.
Jonathan's exceptional analytical skills are complemented by his ability to think critically and approach problems from multiple angles. He is known for his strategic mindset, identifying key opportunities and risks that impact performance.
Jonathan married his high school sweetheart, Madison, in 2016 and are the loving parents to an adopted shelter dog. He and Madison consider themselves “foodies” and enjoy traveling to destinations with unique food offerings.
Client Relationship Manager
"Everyday, you should do things that bring you joy. For me, I am blessed to do that as a career as I feel I am at my best when I can help others and create personal connections."
Aubrey serves as Client Relations Manager, supporting all of the firm's advisors. She is instrumental to helping meet the needs of the clients through scheduling, submitting paperwork, and whatever other needs a client may have.
Aubrey was born in Michigan but with a spirit for adventure; she enlisted in the U.S. Army as an Aviation Operations Specialist after graduating High School. Aubrey relocated to Nashville from Los Angeles where she served as Chief Operating Officer for an engineering firm while receiving her Masters in Business Administration with a focus in Finance.
In her spare time, Aubrey loves spending time with her 3 kids, 2 dogs and her partner, Scott. You can find Aubrey on her days off at their lake house, in her garden, helping to rescue dogs or cooking.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.