About Me - Your Financial Advocate

I’ve dedicated over 31 years as a financial advisor helping people find clarity and confidence in their financial lives, and it’s a privilege to guide clients through their unique journeys. At Flagship Financial Advisors, an independent firm I founded, my focus is on you—your goals, your challenges, and your aspirations. As a fiduciary, I’m committed to putting your interests first, offering objective advice free from the influence of commissions or corporate agendas. Our independence allows us to craft tailored financial plans that truly reflect what matters to you, whether it’s preparing for retirement, managing investments, or planning for your family’s future.

I grew up in St. Louis and earned my B.S. in Finance & Economics from Southwest Baptist University. My career began at Dean Witter/Morgan Stanley in New York and St. Louis, and later at UBS Paine Webber.

Frustrated by their sales-driven models, I sought a better way—one where clients come first. That’s why I started Flagship in Franklin, where my wife, Kim, and I have been happily married for over 30 years and raised our twins, Grant and Ellie. Grant, now married, works as an analyst at Tractor Supply, while Ellie is with the SEC Network in Birmingham.

Alongside my colleague Jeff, with whom I’ve worked with for over 22 years, we bring more than 60 years of combined experience to create thoughtful, personalized strategies. From retirement planning to estate and education funding, we’re here to simplify the complex and provide a clear path forward. Our independence ensures we stay true to our mission of serving you without conflicts of interest.

Outside of work, I find balance and perspective as a private pilot. I also cherish golfing with my son, Grant, and cheering on Ole Miss in Oxford during football season. These moments recharge me, reminding me of the importance of building meaningful connections with clients. I’m here to listen, understand, and guide you toward a financial future that feels secure and fulfilling.

“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 wealth management strategies and is committed to upholding his fiduciary responsibility to do what is in the best interest of his clients.

Jake joined Flagship Financial Advisors as an Associate Portfolio Manager, having made the leap from his suburban roots in Chicago. His attraction to the role stemmed from a deep-seated passion for analytics in investment management, coupled with Flagship's earnest dedication to serving their clientele and the camaraderie within the office walls.

Reflecting on his transition, Jake remarked, “I was drawn to the close-knit family which Flagship operates as. Each member of our team showcasing personal commitment to the client in all their words and actions.”

Prior to his tenure at Flagship, Jake pursued a B.B.A in Finance at North Central College in Naperville, Illinois. Following graduation, he honed his financial analysis prowess as a commercial underwriter at a Chicago community bank, a role that laid a solid foundation for his current position.

Outside of work, he enjoys spending time with friends and family and exploring the Nashville area.  His other hobbies include reading, playing hockey, and cheering on Chicago sports teams (although the last part is frowned upon around the office).

Jonathan is a 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 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 skill 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 experience lies in conducting thorough market research, performing comprehensive analysis, and evaluating industry trends. Armed with 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 analytical skills are complemented by his ability to think critically and approach problems from multiple angles. 

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.  

Isabella brings a rich tapestry of experience and expertise to our team as a Client Services Associate. Born and raised in Camp Pendleton, Isabella developed a strong sense of community and resilience from an early age. Her academic journey led her to New York University, where she graduated with a degree in Global Liberal Studies with a concentration on Law, Ethics, History, and Religion. During her studies, Isabella spent time studying abroad in Paris, focusing on International Law.

Her passion for the arts is evident through her talents as a singer and acoustic guitarist, and she channels her creativity through writing and as a editor for an online literary magazine.

Isabella's diverse skills and her dedication to providing exceptional client service make her an indispensable part of our team, poised to build strong relationships and deliver outstanding support to our clients.

Trael is an enthusiastic Associate Wealth Advisor at Flagship Financial Advisors with a genuine passion for helping clients achieve their financial goals. With a commitment to building meaningful relationships and understanding each client's unique situation, Trael focuses entirely on what matters most-his clients' goals, challenges, and aspirations. 

Having double majored in Finance and Economics at Lubbock Christian University, Trael brings a solid academic foundation in both market dynamics and economic principles to his role. His educational background is complemented by banking and equity research experience, where he developed valuable skills in financial analysis and client service. 

At Flagship Financial Advisors, Trael works alongside experienced advisors to deliver comprehensive wealth management services. This collaborative environment allows the team to develop personalized strategies designed to help clients build, preserve, and transfer wealth across generations. Trael's fresh perspective and analytical approach contribute to the firm's commitment to providing independent, client-focused financial guidance. 

When he's not in the office, Trael stays active as a sports enthusiast who loves competing in multiple sports. He enjoys sci-fi novels and has a passion for film. He also enjoys fly fishing when he gets the chance and has an interest in nature conservation initiatives. Above all, Trael loves traveling and exploring new destinations with his wife Kayton, his high school sweetheart. Having been a college athlete in track and field as a sprinter, Trael brings that same competitive drive and focus to helping his clients achieve their goals.