Phone: (615) 369-1400
Fax: (615) 850-8100
Virginia Arnold joined TrustCore more than 30 years ago. During her tenure she has had the opportunity to perform or assist with just about every job the company has to offer. Her deep knowledge of the firm and attention to detail allow her to provide superior personal service to clients.
Phone: (615) 277-9482
Fax: (615) 522-5395
Beverly Barnes joined TrustCore in 2008 with over 15 years of financial services experience. She has drawn to the company’s family atmosphere and the individual attention given to each client. She began as an associate, providing administrative support to the Jacobs team of planners, then transitioned to the Trading/Operations department for a few years. In 2017, she returned to her original role as a client service team associate for the Jacobs team.
A Texas native, Beverly moved to Nashville more than 25 years ago to complete her bachelor’s degree in business administration from Belmont University. When she’s is not in the office, Beverly enjoys spending time with family and friends, hiking, and serving in the community and in her church as member of the choir.
Phone: (615) 277-9481
Fax: (615) 522-5396
Wendy Boren is a member of TrustCore’s accounting department, where she is involved in all aspects of the accounting team’s work. She brings more than 15 years of financial services industry experience to her role and is proud to be part of an organization that values honesty, integrity, and transparency.
Wendy earned undergraduate degrees from the University of South Carolina in Columbia, South Carolina, and Augusta University in Augusta, Georgia. When she’s not in the office, Wendy serves as a volunteer and advocate with Alive Hospice and enjoys beekeeping. She and her husband, Nelson, have two grown children and two grandchildren.
Phone: (615) 277-9462
Fax: (615) 850-8106
Jay Burchfield leads the planning department, supporting TrustCore’s financial planners by providing forward projections, generating performance reports and maintaining the company’s client reporting system. Jay joined the firm in 2012 and takes pride in the high level of service and personalized insight and advice that TrustCore delivers to each client.
Jay earned his bachelor’s degree from The University of Mississippi. In his leisure time, Jay enjoys CrossFit, being outdoors, and seeing live music with his wife, Megan.
Phone: (615) 277-9473
Jonathan serves as the Head Trader for TrustCore. He joined the firm in 2020 as an integral part in the development of streamlined approaches to portfolio management. His industry background brings another element to our strong Research Team.
Prior to joining TrustCore, Jonathan spent 15+ years working in the financial services industry primarily trading fixed income securities. He earned his undergraduate degree from Ouachita Baptist University in Arkansas.
Jonathan grew up in Guatemala where his parents served as missionaries. He moved to the Nashville area in 2004. In his free time, Jonathan enjoys spending time with his family, soccer, traveling, and hiking. He lives in Brentwood with his wife, Julie, and two children.
Phone: (615) 850-8094
Fax: (615) 850-8075
Rebecca Cherman is an HR Associate, providing support and service to the CCO and CFO, as well as partner Erik Milam, Drew Digby, and their clients. Since joining TrustCore in 2016, she has tackled many projects, including the firm's digital and marketing presence. She also works with TrustCore Institutional, putting her non-profit experience to work.
She previously supported partners Randy Lee, Bob Sinclair (ret), Tyler Sinclair, Erik Milam, and Matt Bader, as well as their financial planning teams.
A Los Angeles native, Rebecca earned her bachelor's degree from California State Polytechnic University, Pomona and moved to Nashville in 2012. She is a Certified Diversity Professional® and is passionate about investing in her community. In her leisure time, she enjoys hiking, reading, traveling, and spending time with friends. Rebecca is also an avid baker and enjoys trying out new recipes.
Phone: (615) 369-1434
Mackenzie serves a dual role as a trader and a research analyst for TrustCore. She joined the firm in 2021 as part of the continued effort to streamline trading and portfolio management for our clients. Prior to joining TrustCore, Mackenzie worked as an equity sales trader service domestic and international institutional clients.
A Nashville, native, Mackenzie attended Hume-Fogg High School before obtaining a Bachelor's of Music from the University of Oklahoma. Outside the office, she enjoys watching Oklahoma football at volunteering with various nonprofits around Nashville.
LICENSES & CERTIFICATIONS:
Phone: (615) 369-1417
Fax: (615) 850-8084
Trey Finch is the Director of Client Service for TrustCore, developing processes to serve our clients more effectively and efficiently. In addition, Trey is a member of TrustCore’s Research Department focusing primarily on alternative investments.
Trey joined the firm in 2014 with the goals of deepening his investment knowledge and helping TrustCore’s talented team to deliver personalized financial strategies to clients. He is committed to providing the data and intelligence necessary to support sound decision-making.
Trey holds a bachelor’s degree in business administration from Belmont University and a master’s in business administration from Vanderbilt University’s Owen Graduate School of Management. When he’s not in the office, Trey enjoys spending time with family and friends, reading and fitness. He and his wife, Kristin, live in Nashville with their two sons.
Phone: (615) 277-9475
Taylor is an associate at TrustCore, working closely with the financial planners on the Reed team to deliver service and support tailored to each client’s needs. She also works closely with the research team on Alternative Investments.
Taylor graduated from Freed-Hardeman University, where she earned her in Psychology (B.S.). Taylor's goal is to work alongside clients and help them develop a holistic and generational mindset, not only to their immediate and future retirement financial needs, but also to their legacy planning.
Taylor is a 6th generation resident of Leipers Fork, TN where she was born and raised. Outside of the office, Taylor enjoys cooking, horseback riding, and has recently taken up golf.
Phone: (615) 369-1429
Chris Goff serves as Director of Research for TrustCore, spending his time identifying, selecting, and monitoring investment ideas, constructing portfolios, and working with planners. Chris joined the firm in 2005 when the firm was in the early stages of building its research platform and feels fortunate to have been a contributor to growing TrustCore’s research function.
Chris graduated from Belmont University with a bachelor’s degree in business administration and a major in finance. He joined TrustCore straight out of college and enjoys being part of a team that collaborates closely and feels like a family.
Outside the office Chris enjoys spending time with his wife and two children.
Bio coming soon
Phone: (615) 277-9472
Fax: (615) 522-5392
Hannah Lindell joined TrustCore in 2019. She serves as the primary associate for Darryl Edmonds, Cliff Taylor, Kevin Mitchell and Brad Caldwell. She came to us with extensive industry experience in a similar role supporting financial advisors in Indianapolis. She received her Bachelor’s Degree in Education from Bradley University.
Hannah grew up in Morton, IL, a village located just east of Peoria, IL. Her hometown is also known as the Pumpkin Capitol of the World. She was a nationally ranked gymnast growing up and can still do a back flip given the right encouragement. In her down time, she enjoys reading, traveling and spending time with family and her puppy, Willa.
Phone: (615) 369-1401
Vicki has over 30 years’ experience in the financial services industry. Vicki worked for First American Bank, now Regions, trading all fixed income securities and foreign exchange during her 20-year tenure there. She also served as the Chief Compliance Officer for a local investment firm for 5 years.
Born in Franklin, TN, she grew up in Memphis and attended University of Tennessee at Martin. She is a member of the Alpha Delta Pi Alumnae Association, having served as the House Corporation Treasurer for the chapter on Vanderbilt’s campus for seven years. Vicki is also involved with the Nashville-based Compliance Roundtable group as well as volunteering for the Nashville Humane Shelter, A Door to Hope, and serving as Stewardship chair for her church.
In her spare time, Vicki enjoys walking, reading, spending time with her grandchildren and her labs, Boo and Scout.
Phone: (615) 277-9486
Fax: (615) 850-8091
Elena McCoy is a member of TrustCore’s planning department. In her role, Elena maintains the firm's CRM software, evaluates daily and quarterly reports, assists the firm’s planners on client planning projects, and enjoys researching financial planning issues.
Prior to joining TrustCore, Elena was director of operations for a commercial real estate firm in Washington, D.C., before taking an associate role with a financial planning firm. She earned her bachelor’s degree in policy management from Dickinson College in Carlisle, Pennsylvania.
Elena and her husband, Alex, have two children.
Phone: (615) 277-9468
Fax: (615) 522-5393
Bill is an operations and planning professional with TrustCore, working with the firm’s financial planners and associates in the day-to-day monitoring of client accounts, assets and transactions.
Prior to joining TrustCore, Bill worked for 30+ years primarily trading fixed income securities. He earned his Bachelor’s degree in business administration with a major in finance from Georgia State University in Atlanta, GA. He also served in the United State Coast Guard as a communications supervisor at a search and rescue station.
A native of Georgia, Bill lives in Williamson Country with his wife and enjoys trips to the coast. In his leisure time, Bill enjoys music, cooking out and spending time with his wife, his dog, and his five grandchildren.
Phone: (615) 369-1418
Fax: (615) 522-5381
Jimmy Ritt is an operations professional with TrustCore, serving as a liaison between financial services professionals and the company’s administrative functions. He joined TrustCore in 2015, bringing experience from Wells Fargo Advisors and its affiliated clearing firm.
Jimmy is a graduate of Saint Louis University in Missouri. Outside of work, he and his wife enjoy travel, baseball, and spending time with their adopted dog.
Phone: (615) 369-1433
Fax: (615) 850-8071
Deb Rosdhal coordinates all the administrative activities of TrustCore’s insurance agency. Bringing more than 20 years of experience in insurance, Deb assists with the review and assessment of clients’ insurance and risk management needs, assists with the application and policy placement processes, and handles clients’ policy service requests, as well as licensing requirements for the firm. She also works in the back office, processing alternative investments and other transactions.
Deb joined TrustCore after assisting with estate planning and insurance needs for a brokerage house, and previously working as a case manager, licensing contact, and marketing representative.
Outside of work, Deb enjoys reading, walking, and spending time with her children and four young grandsons.