Our Team

We were saddened to lose our dear friend and founding partner in January.  Our hearts go out to her family and friends.  The impact Cheryl had on her friends and clients, as represented by her unsurpassed excellence and devotion and by her genuine care and affection, will long be remembered.

With over 25 years in the financial services industry, Jerry's focus is simple: Providing the information, analysis, and education necessary to help his clients make smarter decisions with their resources.  He is not focused on pushing financial products.

A native of Virginia, he completed his Bachelor of Science in Business Administration degree at Old Dominion University.

Advanced Education:

• CERTIFIED FINANCIAL PLANNER ™ Professional:  The American College.
• Certified Investment Management Analyst (CIMA®) designation: The Wharton School at the University of Pennsylvania in conjunction with the Investment Management Consultants Association.
• Enrolled Agent (EA):  Internal Revenue Service Authorized Tax Practitioner. Tax services are provided independently of United Planners.
• Adjunct Faculty, Belmont University Center for Executive Education, CERTIFIED FINANCIAL PLANNER ™ Certificate Program.
• Adjunct Faculty, Lipscomb University College of Business.

Professional activities: Financial Planning Association of Middle Tennessee. Past board member, President, and Chairman of the Board.

Non-professional activities:  Participating and serving in various community and church-related roles, some of which include providing basic financial literacy classes to those in need.  Also, co-founded Middle Tennessee Career Discovery.  A local non-profit helping students discover and explore careers with the support of area businesses, professionals, and mentors.  For more information, please visit www.midtncareerdiscovery.org.

Jerry is an amateur radio, space, and vintage electronics enthusiast. 
He and his family live in Brentwood, Tennessee, where they enjoy hiking in the Smokies and walking the neighborhood with their dog, Sadie.

Brandon has been helping clients with their financial planning and investments since 2006 with a concentration in the areas of wealth management, retirement plan management, and legacy planning.  Prior to entering the financial services industry, Brandon practiced law for sixteen years in both the corporate and private arenas; he continues to maintain a small practice in the areas of estate planning and administration.

Brandon received his law degree from Vanderbilt University and his undergraduate degree in political science from Tennessee Technological University. In addition to his professional interests, Brandon enjoys photography, hiking, and music of all varieties. He attributes his love for the outdoors to having been raised on a dairy farm in West Tennessee. He is an active member of his church where he participates in the music ministry and serves on various committees.

Brandon lives in Nashville with his wife, Marilyn.

Legal services are offered independently of United Planners.