Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Gallatin

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David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Frank Bowling

Bo Bowling, CPA

Sr Wealth Advisor

Philip Bowling - Sr. Operations Specialist

Philip Bowling

Sr. Operations Specialist

Scott Paschal - Sr Wealth Advisor

Scott Paschal

Sr Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning

Tammy Goad - Sr Client Service Specialist

Tammy Goad

Sr. Client Service Specialist

Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr Client Service Specialist

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