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Our Team

Financial Planners


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Reagan Campbell

ASSOCIATE PLANNER

Reagan Anthony

Reagan Campbell

ASSOCIATE PLANNER

Phone: (615) 369-1424
Email: reagan.campbell@trustcore.com


Reagan Campbell joined TrustCore in 2019 as an associate planner working with Randy Lee’s planning practice. Reagan is committed to building a long-term relationship with each client by focusing on their individual wants and needs, and never backing down from a challenge. She enjoys complex problem solving and has an eye for the details.

Reagan graduated summa cum laude from the University of Memphis and holds a bachelor’s degree in Finance with a concentration in Banking and Financial Services. While at Memphis, she also earned her Financial Planning Certificate.

Reagan is a Brentwood native and is currently living in Nashville. She is an active member of The Church at Avenue South, and in her free time she enjoys traveling, hiking, rock climbing, reading, and spending quality time with family and friends.

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Mary Clapp

ASSOCIATE PLANNER

 Mary Clapp

Mary Clapp

ASSOCIATE PLANNER

Phone: (615) 370-1242
Fax: (615) 850-8105
Email: mary.clapp@trustcore.com


Mary Clapp is a member of the Reed Financial Planning Team. As an associate planner, she strives to deliver financial planning, service and support tailored to each client’s needs. She also works closely with TrustCore’s research analysts on Alternative Investments. Mary joined TrustCore in 2010, drawn to the firm’s high levels of professionalism and integrity, and the value its leaders place on family and work/life balance. She brings more than 18 years of experience to TrustCore, having held positions with a wirehouse, bank brokerage, and on the wholesale team for a large insurance and annuity company.

Mary earned a bachelor’s degree in business management from Mary Baldwin University in Staunton, Virginia, and a certificate in financial planning from Belmont University.

Outside of work, Mary enjoys volunteering in her community, being active outdoors and spending time with her family. Mary lives with her husband and son in Brentwood.

LICENSES & CERTIFICATIONS:

  • Licensed Insurance Agent
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Drew Digby

FINANCIAL PLANNER

Drew Digby

Drew Digby

FINANCIAL PLANNER

Phone: (615) 369-1406
Fax: (615) 522-5380
Email: drew.digby@trustcore.com


Drew provides extensive, coordinated financial planning, including retirement, education, tax, investment, insurance, charity, and estate planning in a fiduciary capacity. Typical clients include: entrepreneurs, attorneys, accountants, doctors, songwriters, and retirees.

Drew’s drive is to help people envision, prioritize, and achieve their financial goals. Through customized and continued financial planning, investing, and risk management, clients can support the people, lifestyle, experiences, and causes they care most about. In the beginning of 2018, Drew began working with Erik Milam, a Financial Planner and Partner at TrustCore. Erik has been recognized as an Investment News Top 40 under 40 in the United States financial planning industry, and as a Nashville Business Journal Top 40 under 40.

Originally from Atlanta, Drew moved to Nashville in 2010 to attend Vanderbilt University and is now an active member of the Nashville community. Currently he serves as the Treasurer of the Phoenix Club of Nashville and as the Treasurer of the Next Chapter Society, the Nashville Public Library Foundation’s young professionals organization. In his free time, Drew enjoys camping, hiking, reading, and fostering dogs with his wife, Sarah.

LICENSES & CERTIFICATIONS:

  • CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
  • Certified Public Accountant, CPA
  • Personal Financial Specialist, PFS™
  • Licensed Insurance Agent

ADVANCED DEGREES:

  • Master of Accountancy (MAcc)
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Susan Rich Harris

Financial Planner

 Susan Rich Harris

Susan Rich Harris

Financial Planner

Phone: (615) 277-9470
Fax: (615) 522-5389
Email: susan.harris@trustcore.com


Susan joined TrustCore in 2009 and brings more than 20 years of financial services industry experience to her role as an Associate Planner with Darryl Edmonds, Cliff Taylor and Brad Caldwell. Her past experience allows her to deliver actionable intelligence and outstanding service to their clients.

Susan earned her Bachelor’s degree in Business Administration, with a concentration in Finance, from California State University, San Bernardino.

Having lived all over the country, she settled in Tennessee in 1999. Now living in Thompson’s Station with her husband, Susan has two grown sons and in her leisure time enjoys reading, movies, travel, cooking, and spending time with family and friends.

LICENSES & CERTIFICATIONS:

  • Licensed Insurance Agent
  • Financial Paraplanner Qualified Professional™
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Philip Henninger

FINANCIAL PLANNER

Philip Henninger

Philip Henninger

FINANCIAL PLANNER

Phone: (615) 277-9476
Fax: (615) 522-5382
Email: philip.henninger@trustcore.com


Philip Henninger is an associate planner, providing comprehensive financial planning tailored to each client’s individual goals and needs. He works with Mickey Jacobs’ team to examine investments, insurance, education funding, retirement and estate planning to help their clients achieve greater financial peace of mind. Philip believes everyone can benefit from financial planning, and he enjoys working with clients of all kinds.

A graduate of the University of Tennessee, Philip holds a bachelor’s degree in finance and is a licensed Certified Financial Planner™. In his free time, Philip enjoys sports of all kinds, being outdoors, and spending time with family. Philip is a Nashville native and lives with his wife in Crieve Hall.

LICENSES & CERTIFICATIONS:

  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent
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Chanon MacDonald

ASSOCIATE PLANNER

Reagan Anthony

Chanon MacDonald

ASSOCIATE PLANNER

Phone: (615) 277-9465
Email: chanon.macdonald@trustcore.com


Chanon joined TrustCore in January of 2021. Accounting for every penny spent, analyzing potential investments, and preparing for the future is in her blood. She grew up working in her parents’ management services firm, which provides business management and accounting services to corporate clients across the USA. Now, as an Associate Planner, she offers the same analytical skills, attention to detail, and planning abilities to her clients. 

Chanon successfully passed the CFP® Certification Education Program Exam Completion in November 2020 following a 5-year career in Health Care Management and 3 years serving as a high school sciences educator and girls softball coach, where she honed her skills as a planner, presenter, teacher, and coach. She holds a Masters’ degree from DePaul University and an Honors Bachelors of Science degree from Purdue University. 

Chanon was raised in Brentwood and is married with two children. Chanon is also the daughter-in-law of TrustCore financial planner and partner, Jane MacDonald. 

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M. Porter Maxwell, Jr.

FINANCIAL PLANNER

M. Porter Maxwell, Jr.

M. Porter Maxwell, Jr.

FINANCIAL PLANNER

Phone: (615) 369-1404
Fax: (615) 850-8080
Email: porter.maxwell@trustcore.com


Porter Maxwell has more than 50 years of financial planning experience and enjoys partnering with his clients to help them achieve their unique financial objectives. With expertise in risk management and life insurance, Porter focuses his work at TrustCore on estate planning for professionals and small business owners.

Porter has been a member of the TrustCore team since 1998. He holds a bachelor’s degree from Middle Tennessee State University and is past president of the Nashville Chapter of Chartered Life Underwriters (CLU®).

Outside of work, Porter enjoys the outdoors and spending time with family, friends, and clients.

LICENSES & CERTIFICATIONS:

  • CLU® (Chartered Life Underwriter)
  • Licensed Insurance Agent
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Andrew Mitchell

ASSOCIATE PLANNER

Reagan Anthony

Andrew Mitchell

ASSOCIATE PLANNER

Phone: (615) 277-9485
Email: andrew.mitchell@trustcore.com


Andrew works with Brad Caldwell and Kevin Mitchell in their practices and is passionate about seeing people make informed financial decisions. He believes this starts with helping clients build a clear financial pathway. Andrew works diligently to ensure financial decisions are made to help clients achieve their goals. 

Andrew’s background is in tax compliance and tax planning for high-net-worth individuals and closely-held businesses. He attended Auburn University, graduating summa cum laude with a degree in accounting, and then earned his Master of Accountancy before moving to the Nashville area. 

Outside of TrustCore, Andrew is an active member of Harpeth Hills Church of Christ. He enjoys golfing, fly fishing, and of course, Auburn athletics. Andrew and his wife, Molly, live in Franklin with their dog, Half. 

LICENSES & CERTIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
  • Certified Public Accountant, CPA 
  • Personal Financial Specialist, PFS™

ADVANCED DEGREES

  • Master of Accountancy (MAcc) 
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Taylor Morrison

ASSOCIATE PLANNER

Taylor Morrison

Taylor Morrison

ASSOCIATE PLANNER

Phone: (615) 371-8322
Email: taylor.morrison@trustcore.com


Taylor’s passion lies in helping others improve their life. He is a process-driven planner helping select individuals, families, and business owners navigate complex wealth management strategies. He encourages and empowers clients with a sound financial plan that helps forge a path towards making their goals a reality.

Taylor earned his undergraduate degree in Education from The University of Tennessee and his Master’s Degree in Business Administration from Bethel University.

As a Nashville native, Taylor enjoys all things Vols, Titans, Preds, and Braves. He lives in Crieve Hall with his wife, Jenni, and four dogs (Peyton, Eli, Scooby, and Goose), and attends Grace Community Church.

LICENSES & CERTIFICATIONS:

  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent

ADVANCED DEGREES:

  • Master of Business Administration (MBA)
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Phil Rutterer

FINANCIAL PLANNER

 Phil Rutterer

Phil Rutterer

FINANCIAL PLANNER

Phone: (615) 277-9461
Fax: (615) 850-8088
Email: phil.rutterer@trustcore.com


Phil joined TrustCore in 2017 and works with Randy Lee’s planning practice. His attention to detail, focus on cash flow management, retirement planning, tax minimization, and appropriate portfolio design helps him provide an individualized financial plan for each client.

Prior to his career in financial planning, Phil worked in leveraged finance at a large investment bank in Charlotte, NC, structuring high yield bonds and syndicated loans. He also has experience at a specialty software company as a programmer and implementation consultant.

Phil earned a master’s degree in business administration with concentrations in finance and accounting from Vanderbilt University’s Owen Graduate School of Management where he earned the Founder’s Medal as valedictorian. His bachelor’s degree is in industrial engineering from Georgia Tech with the highest honors.

Phil is an active member of West End United Methodist Church. He also enjoys serving in a leadership role with his sons’ Cub Scout pack, cycling, running and baseball. Phil and his wife, Kristin, live in Nashville with their two sons.

ADVANCED DEGREES:

  • Master of Business Administration (MBA)
  • Certified Financial Planner™ practitioner, CFP®
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John Sinclair

ASSOCIATE PLANNER

John Sinclair

John Sinclair

ASSOCIATE PLANNER

Phone: (615) 277-9463
Fax: (615) 522-5391
Email: john.sinclair@trustcore.com


John Sinclair began his career with TrustCore in January of 2020 as an associate planner. He joins the Sinclair Team, along with his father, Bob, brother, Tyler, and Matt Bader.

John brings extensive experience in building longstanding relationships and helping guide clients to determine a strategy that fulfilled their short-term and long-term needs in another industry. Connecting with clients as they make these decisions is the heart of what drove John to join the Sinclair Team at TrustCore.

A Nashville native, John graduated from Brentwood High School before completing his bachelor’s degree at Western Kentucky University in Bowling Green, KY. Outside of the office, John enjoys spending time with his wife, Shelley, and their two boys. They are active with their church, Avenue South, where John serves as a Deacon.

LICENSES & CERTIFICATIONS:

  • Securities 65 license
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David Steine

FINANCIAL Adviser

David Steine

David Steine

FINANCIAL Adviser

Phone: (615) 850-8070
Email: david.steine@trustcore.com


David is a native Nashvillian who has worked in the financial industry his entire career either as a banker or an investment adviser. He values independent, client-centered investment advice.

He holds BA and MBA degrees from Vanderbilt University. He enjoys reading, college football, and spending time with his family.

ADVANCED DEGREES:

  • Master of Business Administration (MBA)
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Burton Williams

FINANCIAL PLANNER

 Burton Williams

Burton Williams

FINANCIAL PLANNER

Phone (615) 277-9478
Email: burton.williams@trustcore.com


Burton is a veteran leader in financial planning, development, and education and has spent more than 20 years specializing in estate and gift planning. In his prior role with Lipscomb University, he served as Associate Vice President for Planned and Complex Giving and was an Associate Dean in the College of Business.

Burton holds a Doctor of Education from Lipscomb University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He also has a Master of Science in Financial Planning from the College for Financial Planning and a Bachelor of Business Administration in Accounting from Freed-Hardeman University. He is an instructor in the finance and management programs at Lipscomb. Burton is currently the president of the Financial Planning Association of Middle Tennessee, serves on the national Financial Planning Association advisory council, and is a board member of the Planned Giving Council of Middle Tennessee.

A North Carolina native, Burton enjoys good coastal seafood, Carolina BBQ, watching Tarheel basketball and golf, and spending time with his family.

ADVANCED DEGREES:

  • Master of Science in Financial Planning (MS)
  • Doctor of Education in Learning Organizations and Strategic Change (Ed.D.)