Wealth Consultant
After playing collegiately at Stanford, Brendan went on to spend…
Associate Advisor
Dylan is passionate about the relationship-driven nature of financial planning…
Personal Wealth Advisor
Pat founded Harpeth Private Wealth Advisory in 2006 with a…
Associate Advisor
Sean is a problem solver at heart, with 15+ years…
Personal Wealth Advisor
Howard has more than 25 years of experience as a…
Personal Wealth Advisor
George has more than 15 years of experience as an…
Personal Wealth Advisor
Rex brings more than 30 years of experience as an…
Associate Tax Advisor
Kyle has built his career at the intersection of financial…
