At TBH, our goal is to deliver personalized financial services and planning solutions to help each client build, manage and preserve wealth. We tailor our financial advice to each client’s unique situation and build a structured financial plan that is periodically fine-tuned as circumstances require. We operate collaboratively as a team so that you receive the benefit of our collective intelligence, expertise and passion.
Our advisors are fee-only professionals, meaning we have no financial incentives to recommend certain financial products over another. We work solely for our clients to create financial plans that are client goal-driven, not commission driven. Our independence allows us to fully align our efforts with our clients’ interests, creating a true fiduciary relationship.
6 Cadillac Dr, Suite 300
Brentwood, TN 37027
125 Third Ave N
Franklin, TN 37064
2615 Medical Center Parkway
Murfreesboro, TN 37129>
David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.
Jeff has had a fifteen year career in the Financial Services industry previously working with both Edward Jones and Wells Fargo Advisors. A Middle Tennessee native, Jeff holds degrees from Martin Methodist College, MTSU, and Vanderbilt University. His wife Marie is the Executive Director of Adams Place Assisted Living and Memory Care, and together they have seven children and fourteen grandchildren. He is very active in his church (New Vision) where he teaches Sunday School and serves in numerous other capacities. Jeff and Marie enjoy family, travel, music, and he is an avid football fan cheering on the Blue Raiders, Volunteers, and Titans.
With over 10 years of experience in financial planning, Brett brings to bear a depth of knowledge and familiarity with complex financial strategies in his service to clients. Service has long been a defining characteristic for Brett and his unconventional path to his calling as a financial planner provides him with a unique perspective to serving his clients.
Soon after graduating high school, Brett enlisted in the US Navy and completed the arduous training to become a Navy SEAL. He had the honor to serve in the presence of heroes through two overseas deployments in support of Operation Enduring Freedom. Although few of the elite skills from the military translated over to his current profession, many of the traits he learned at an early age provide unique advantages in his current role as a fiduciary financial planner, among them attention to detail, disciplined process, dedication to the mission (the client), and a commitment to excellence.
After the SEALs, Brett graduated from the University of Colorado at Denver with a Bachelor’s in Finance, with honors. Brett resides in Nashville with his wife, Emily, and two young sons, Kingston and Troy. A lifelong learner, he’s attends West End Community Church and spends his free time in the outdoors with his family.