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Our Team

Partners / Financial Planners


Jefferson Adcock Photo
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Jefferson Adcock

FINANCIAL PLANNER, PARTNER

Jefferson Adcock

Jefferson Adcock

FINANCIAL PLANNER, PARTNER

Phone: (615) 369-1432
Fax: (615) 522-5384
Email: jefferson.adcock@trustcore.com


Jefferson Adcock is a member of the Reed Financial Planning Team at TrustCore. He is dedicated to providing comprehensive financial planning to corporate executives, small business owners, doctors, and other professionals. With a strong core competency in incorporating alternative investments into client portfolios, Jefferson and the Reed Team collaborate with clients to identify the best possible strategies to achieve their financial goals both now and into the future.

Jefferson became a partner at TrustCore in 2017. He joined the firm in 2008 after earning his undergraduate and master’s degrees in business administration from the Brock School of Business at Samford University in Birmingham, Alabama, where he was also the quarterback of the Samford Bulldogs football team. Jefferson continues to share his love of football and sports by teaching and coaching his sons and other youth players. He enjoys spending his free time cooking and traveling with his wife and family.

LICENSES & CERTIFICATIONS:

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

ADVANCED DEGREES:

  • Master of Business Administration (MBA)
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Matt Bader

FINANCIAL PLANNER, PARTNER

 Matt Bader

Matt Bader

FINANCIAL PLANNER, PARTNER

Phone: (615) 369-1408
Fax: (615) 850-8093
Email: matt.bader@trustcore.com


Matt has a decade of experience formulating complex wealth management strategies for individuals, institutions, and families. He offers strategic financial planning advice and insight for clients and is dedicated to identifying the best opportunities to help them achieve their financial goals.

Matt earned a Bachelor of Arts degree in Government from Angelo State University and a Master’s Degree in Personal Financial Planning from Texas Tech University. He is a past board member of the Financial Planning Association of Middle Tennessee and currently serves as a deacon at Immanuel Church.

As a Texas native, Matt enjoys brisket, tacos, the Texas Rangers, the Dallas Cowboys and spending time with his family.

LICENSES & CERTIFICATIONS:

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

ADVANCED DEGREES:

  • Master of Science in Personal Financial Planning (MS)
Brad Caldwell Photo
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Brad Caldwell

FINANCIAL PLANNER, PARTNER

Brad Caldwell

Brad Caldwell

FINANCIAL PLANNER, PARTNER

Phone: (615) 370-1168
Fax: (615) 850-8095
Email: brad.caldwell@trustcore.com


Brad Caldwell is tireless in promoting clients’ financial well-being. He considers himself a “financial quarterback,” leading and coordinating with a client’s other financial service providers — from accountants and bankers to estate attorneys and realtors — to deliver the very best results. His goal is to provide greater peace of mind for clients and ensure that all financial professionals are aligned for the common goal of providing a single, clear blueprint for a solid financial future. He has worked in the financial industry since 1998.

Outside of the office, Brad is an active member of Brentwood Hills Church of Christ and serves on the advisory board of Mercy Community Healthcare, a community health clinic focused on pediatrics, adult primary care and integrated mental and behavioral health.

Brad has been married since 1998, and he and his wife have two boys.

LICENSES & CERTIFICATIONS:

  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent
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Darryl L. Edmonds

FINANCIAL PLANNER, PARTNER

Darryl L. Edmonds

Darryl L. Edmonds

FINANCIAL PLANNER, PARTNEr

FOUNDER & CHAIRMAN OF TRUSTCORE FINANCIAL, LLC

Phone: (615) 377-1951
Fax: (615) 850-8073
Email: darryl.edmonds@trustcore.com


Darryl Edmonds founded TrustCore in 1984 with the vision to help clients simplify their financial lives and take control of their futures. Today, Darryl leads one of the largest independently owned, full-service financial planning firms in the U.S. Over the years, Darryl has fueled TrustCore’s success through his visionary leadership and work in creating a definitive process for helping TrustCore’s clients achieve their financial goals, security for their families and greater peace of mind.

Darryl earned his bachelor’s degree in business administration from the University of Tennessee. He has held the Certified Financial Planner designation for over 30 years, and has used his expertise to advise and serve on numerous boards and charitable foundations. He was a 2016 and 2017 Nashville Business Journal Power Leader in Financial Planning.

Darryl and his wife, Anne, make their home in Brentwood. They are active in their local community and church, where Darryl serves as a deacon. The couple has two adult children.

LICENSES & CERTIFICATIONS:

  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent
Mickey W. Jacobs Photo
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Mickey W. Jacobs

FINANCIAL PLANNER, PARTNER

Mickey W. Jacobs

Mickey W. Jacobs

FINANCIAL PLANNER, PARTNEr

Phone: (615) 370-1302
Fax: (615) 850-8076
Email: mickey.jacobs@trustcore.com


Mickey Jacobs is a partner at TrustCore and has been in the financial services industry since 1985. He is passionate about helping clients realize their life dreams by delivering trusted financial advice through TrustCore’s team approach to client service.

A former football coach at Vanderbilt University and the University of Mississippi, Mickey began his professional career as a teacher and coach at Nashville’s Brentwood Academy. Throughout his career, Mickey has embodied a commitment to the community, serving as the chairman of the board for a regional bank, for Brentwood Academy, and for the Middle Tennessee chapter of the Fellowship of Christian Athletes. He is currently a deacon at Christ Presbyterian Church in Nashville and is a charter member of the Brentwood Morning Rotary Club. He was a 2017 Nashville Business Journal Power Leader in Financial Planning.

Mickey earned his undergraduate degree from Vanderbilt University. He and his wife have four grown children. In his leisure time, Mickey enjoys playing golf, running, reading, traveling, and playing with his grandchildren.

LICENSES & CERTIFICATIONS:

  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent
Mikael A. Jacobs Photo
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Mikael A. Jacobs

FINANCIAL PLANNER, PARTNER

Mikael A. Jacobs

Mikael A. Jacobs

FINANCIAL PLANNER, PARTNER

Phone: (615) 369-1405
Fax: (615) 850-8082
Email: mikael.a.jacobs@trustcore.com


Mikael Jacobs enjoys helping clients from all walks of life navigate the complexities of their financial lives so they can approach the future with greater confidence. A former consultant to healthcare providers on strategic and medical staff development, Mikael often works with entrepreneurs, developers, and medical professionals to help them achieve their long-term goals.

Mikael earned his undergraduate degree from Furman University in Greenville, South Carolina, and his master’s in business administration, investment management, from Vanderbilt University.

Outside of TrustCore, Mikael serves on the Board of Directors for the Amani Medical Foundation and finance committees for Corner to Corner and his local church. He also enjoys serving as a connector between people, experiencing new cultures and cycling. He and his wife, Ashley, have four children.

LICENSES & CERTIFICATIONS:

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

ADVANCED DEGREES:

  • Master of Business Administration (MBA)
Randall S. Lee Photo
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Randall S. Lee

FINANCIAL PLANNER, PARTNER

Randall S. Lee

Randall S. Lee

FINANCIAL PLANNER, PARTNER

Phone: (615) 369-1430
Fax: (615) 850-8092
Email: randy.lee@trustcore.com


Randy Lee focuses his financial planning practice on assisting business owners with complex financial issues that require attention to detail, personalized solutions and prompt service that are Randy’s hallmark. He also specializes in the unique needs of executives, doctors, and real estate investors. By nature a thorough and detail-oriented person, Randy coordinates closely with clients’ other financial advisors and develops comprehensive financial plans that cover various aspects of an individual’s financial life. His goal is to be the personal chief financial officer for each client he serves.

Randy is a former Surface Warfare Officer in the United States Navy and has served as an engineer for a Fortune 500 specialty chemical company. He earned his bachelor’s degree in mechanical engineering from Vanderbilt University and his master’s in finance from Golden Gate University in San Francisco.

Committed to the community, Randy serves as treasurer of Vanderbilt’s NROTC Alumni Association and the Brentwood Library Foundation, Homepage Media Group Advisory Board member, volunteer instructor for the Davidson County Jail Re-Entry program, and as an adjunct professor to Golden Gate University. Outside of the office, Randy enjoys competitive pistol shooting, hunting, travel, and spending time with his wife and two children.

LICENSES & CERTIFICATIONS:

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

ADVANCED DEGREES:

  • Master of Science in Finance (MS)
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M. Jane MacDonald

FINANCIAL PLANNER, PARTNER

M. Jane MacDonald

M. Jane MacDonald

FINANCIAL PLANNER, PARTNER

Phone: (615) 369-1407
Fax: (615) 850-8096
Email: jane.macdonald@trustcore.com


Jane helps clients to better understand and manage their finances as a critical first step towards reaching goals and developing a feeling of confidence. Whether detailed cash flow analysis is called for or a broader look is needed, Jane will work with the client to suit the circumstances. Jane prefers to meet with clients at least quarterly and, through this ongoing series of meetings, reviews all facets of the client’s financial life in an orderly way.

Jane enjoys reading, following business, politics, economics, and national and global affairs, remaining on top of events that can impact investments and her clients. She is married and has three children who are building families and careers of their own now.

LICENSES & CERTIFICATIONS:

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

FINANCIAL PLANNER, PARTNER

Erik Milam

Erik Milam

FINANCIAL PLANNER, PARTNER

Phone: (615) 369-1423
Fax: (615) 850-8109
Email: erik.milam@trustcore.com


Erik Milam’s passion is to help people create a vision for their future, capitalize on opportunities, and increase personal freedom. Typical clients include: heirs of wealth, entrepreneurs, attorneys, songwriters, and retirees. Erik delivers coordinated financial advice tailored to enhance quality of life, manage transitions, and reach goals successfully. Specializing in investments, insurance, education, retirement plans, tax and estate planning, Erik strives to help clients define priorities and maximize their financial resources so they can support the people, life experiences and causes they care about most. He believes proper financial planning, investing and risk management can make money a source of joy, rather than stress and fear.

Erik is a Nashville native, a graduate of Montgomery Bell Academy and Baylor University. Professional accolades include: Investment News Top 40 under 40 in the United States financial planning industry, and Nashville Business Journal Top 40 under 40 awards.

Outside of the office, Erik enjoys spending time with his wife, children and dog, and pursues hobbies of golfing, barbecuing and writing. He is committed to giving back to the community and serves as chairman of the board of United Cerebral Palsy of Middle Tennessee, a member of the Rotary Club of Nashville, and a deacon at Woodmont Christian Church.

LICENSES & CERTIFICATIONS:

  • Certified Financial Planner™ practitioner, CFP®
  • Registered Life Planner®
  • Licensed Insurance Agent
Kevin Mitchell Photo
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Kevin Mitchell

FINANCIAL PLANNER, PARTNER

 Kevin Mitchell

Kevin Mitchell

Financial Planner, Partner

Phone: (615) 369-1419
Fax: (615) 522-5399
Email: kevin.mitchell@trustcore.com


Kevin Mitchell meets clients at the intersection of life and money. His practice is dedicated to helping business owners, executives and retirees solve their most complex financial challenges.

Kevin began practicing in 2010, joined TrustCore in 2013 and became a Partner in 2020. Kevin and his team have developed a process that helps clients navigate some of life’s most difficult transitions. The outcome of this process is a dynamic and fluid plan that empowers clients to live the life they desire. Kevin has spent his career helping clients better understand their perceptions of money, and seeks to help them understand how to make their resources work for them, not the other way around.

Kevin holds a BBA in Finance from the University of Mississippi and is a CERTIFIED FINANCIAL PLANNER(TM) practitioner. Passionate about the financial planning profession, Kevin serves as President of the Financial Planning Association of Middle Tennessee. He also serves as Trustee to Goodwill Industries of Middle Tennessee, helping oversee the management of their Trust assets.

He lives in Nashville with his wife, Rainey, and their three children. They are members of Christ Presbyterian Church.

LICENSES & CERTIFICATIONS:

  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent
W. Craig Reed Photo
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W. Craig Reed

FINANCIAL PLANNER, PARTNER

W. Craig Reed

W. Craig Reed

FINANCIAL PLANNER, PARTNEr

PRESIDENT OF TRUSTCORE FINANCIAL SERVICES, LLC

Phone: (615) 369-1425
Fax: (615) 850-8085
Email: craig.reed@trustcore.com


Craig Reed works to provide highly personalized financial services to a select group of clients. He is passionate about establishing long-term relationships that allow him to be a true partner in navigating financial opportunities and decisions to achieve clients’ unique objectives.

Prior to joining TrustCore, Craig was an equity analyst with J.C. Bradford & Company. He is a graduate of Baylor University in Waco, Texas. He has been featured in Morningstar Advisor Magazine and was a 2016 Nashville Business Journal Power Leader in Financial Planning.

Craig and his wife, Alison, live in their hometown of Brentwood with their three children. Craig is the former Chairman of the board for The Healing Trust, a Brentwood Baptist Church Trustee, and a charter member of the Brentwood Morning Rotary Club. In his leisure time, Craig enjoys coaching his children’s sports teams, working on cars with his sons, and taking family vacations.

LICENSES & CERTIFICATIONS:

  • CFA® (Chartered Financial Analyst®) charterholder
  • Certified Financial Planner™ practitioner, CFP®
  • CIMA® (Certified Investment Management Analyst)
  • Licensed Insurance Agent
Bob W. Sinclair Photo
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Bob W. Sinclair

FINANCIAL PLANNER, PARTNER

 Bob W. Sinclair

Bob W. Sinclair

FINANCIAL PLANNER, PARTNEr

PRESIDENT OF TRUSTCORE INSURANCE AGENCY, LLC

Phone: (615) 370-1272
Fax: (615) 850-8090
Email: bob.sinclair@trustcore.com


Bob Sinclair has developed a personalized approach for assisting clients with a wide variety of financial needs. Called the “Strategic Wealth Journey,” the unique process allows the Sinclair team to structure comprehensive financial plans and then systematically review and evaluate their clients’ financial progress against those plans. A member of the TrustCore team since 1987, Bob is passionate about helping his clients identify and execute on the right financial opportunities for their individual circumstances.

Bob holds a bachelor’s degree from the University of Tennessee. He is a member of the American Society of Financial Professionals and was a 2017 Nashville Business Journal Power Leader in Financial Planning. He also serves as a deacon at Brentwood Baptist Church.

Bob and his wife Debbie are the proud parents of three adult children and six awesome grandchildren.

LICENSES & CERTIFICATIONS:

  • ChFC® (Chartered Financial Consultant)
  • Chartered Life Underwriter CLU®
  • Licensed Insurance Agent
Tyler Sinclair Photo
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Tyler Sinclair

FINANCIAL PLANNER, PARTNER

Tyler Sinclair

Tyler Sinclair

FINANCIAL PLANNER, PARTNER

Phone: (615) 277-9480
Fax: (615) 522-5391
Email: tyler.sinclair@trustcore.com


Tyler Sinclair is a planner and member of the Sinclair Team. The team works together to produce and service financial plans created through a unique process called the “Strategic Wealth Journey.” The Strategic Wealth Journey provides a road map for the development, monitoring, and evaluation of financial plans.

Tyler began his career with TrustCore in 2010 as a member of the Planning Department to build his experience in portfolio analysis, identifying investment opportunities, and building financial plans.

A Nashville native, Tyler graduated from Brentwood High School before completing his bachelor’s degree at Murray State University in Murray, Kentucky. Outside of the office, Tyler enjoys spending time with his wife, Margaret, and their daughters. They are active with their church, Brentwood Baptist, where Tyler serves on the Finance and Ministry Team.

LICENSES & CERTIFICATIONS:

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

FINANCIAL PLANNER, PARTNER

Cliff Taylor

Cliff Taylor

FINANCIAL PLANNER, PARTNER

Phone: (615) 369-1421
Fax: (615) 522-5386
Email: cliff.taylor@trustcore.com


Cliff Taylor is committed to helping his clients work efficiently toward their financial goals. He prides himself on looking after his clients’ financial interests in all aspects of their lives and enjoys working closely with clients to develop and fulfill their strategic financial plan – from setting goals to implementing solutions.

After graduating cum laude from the University of Mississippi with a degree in managerial finance with emphasis on investments, Cliff joined the TrustCore team in 2007 and became a partner in 2018.

Active by nature, Cliff enjoys sports and outdoor activities. His most treasured time is spent with his young family, his wife Kathryn, and their three children Hudson, Martha Grace, and Grant. They love their community and being involved with The Village UMC.

LICENSES & CERTIFICATIONS:

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