1033 Demonbreun Street, Suite 500
Nashville, TN 37203
Phone: 615-645-6700
Toll-Free: 800-236-6290
Fax: 615-645-6770
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Investor Access

Complex Management Team

Complex Management Team

Andrew Fowler
Complex Manager

Kyndra Chaffin
Complex Administrative Manager

Lisa Gamble
Complex Administrative Manager

Our Locations

Nashville - Gulch Crossing

Cool Springs




Murray, KY

Franklin (Downtown)

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.