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Engaging Our Team

Today’s market complexity and volatility demand specialized attention, with a holistic approach to wealth management. We provide the intellectual capital and resources needed to offer a truly dynamic approach to your investment objectives.

Our team consistently brings both financial and non-financial strategies to the table to enhance your experience as a client. 

In concert with our experienced staff, we can engage a network of trusted professionals—such as accounting, legal, real estate and insurance professionals—to support all facets of your wealth management needs.

We can also partner with existing experts whom you have come to know and trust.

We Invite You to Meet the Members of Our Team

Kevin Collier

Kevin Collier

Founder and Principal

(615) 826-5203

(615) 824-7635

Brian Schnabel

Brian Schnabel

LPL Financial Advisor

615-826-5203

615-824-7635

Scotty Neal

Scotty Neal

LPL Financial Advisor

615-826-5203

615-824-7635

Clay Blair

Clay Blair, MBA

LPL Financial Advisor

615-826-5203

615-824-7635

Lydia Thompson

Lydia Thompson

Client Services Manager

(615) 826-5203

(615) 824-7635

Sandra Myers

Sandra Myers

Director of Client Relations

(615) 826-5203

(615) 824-7635

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