What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
How We Work Together
Explore our wealth management and financial planning services, including what each relationship entails and how we're compensated.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
An Evening at the Ballpark
One of our favorite parts of what we do is building relationships that extend beyond the office. This summer, we gathered with family, friends, and clients for an evening at the Nashville Sounds game. The final score wasn't the highlight. Instead, it was the conversations, laughter, classic ballpark food, and a beautiful Tennessee summer night spent together. We're grateful for opportunities like these that allow us to connect with the people and community we're privileged to serve.
1st Annual Best of Nashville BBQ Tasting & Shred Day
After a busy tax season, we brought everyone together for a well-earned break at our “Government Pork” event. Guests enjoyed a tasting of some of Nashville’s best BBQ as we sampled and crowned Jack’s BBQ as the winner for best pulled pork in the city. Alongside great food and company, attendees had the opportunity to securely shred old documents and relax in a fun, laid-back atmosphere. The event also gave back to the community, with nonperishable food items and cash donations collected in support of OneGenAway of Franklin and their mission to serve local families in need.
The Thousand Hills Planning Library
5 Risks That Can Impact Your Retirement Income
Understand how investment risk, inflation, taxes, healthcare expenses, and long-term care can affect your retirement income.
You've Received an Inheritance. Now What?
Receiving an inheritance often brings important financial decisions. This guide highlights key planning considerations before your next step.
Moving Forward Financially After the Loss of a Spouse
A practical guide to the financial decisions that often follow the loss of a loved one.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.