OUR TEAM IS BUILT ON A SHARED COMMITMENT TO EXCEPTIONAL CLIENT CARE.
Financial advisors David Rochester and Michael Powell work closely together to provide thoughtful guidance and personalized planning, supported by their dedicated administrative assistants, Katie Duckhorn and Baylie McGaugh. Each team member plays a vital role—from ensuring smooth day‑to‑day operations to delivering timely, attentive service. Together, we operate as one cohesive unit, stepping in for one another as needed so every client feels supported, informed, and valued at every stage of their financial journey.
Rooted in Community. Focused on You.
Community and education are at the heart of what we do. As active members of Tennessee Associated Builders and Contractors (ABC), we support events like the annual Sporting Clays Tournament and enjoy building meaningful connections along the way. We also host educational experiences such as Bloom Into Wealth, an opportunity to help others focus on growing wealth, along with quarterly webinars on timely topics featuring industry leaders—all designed to help our clients grow with confidence and purpose.
Rooted in Community. Focused on You.
Community and education are at the heart of what we do. As active members of Tennessee Associated Builders and Contractors (ABC), we support events like the annual Sporting Clays Tournament and enjoy building meaningful connections along the way. We also host educational experiences such as Bloom Into Wealth, an opportunity to help others focus on growing wealth, along with quarterly webinars on timely topics featuring industry leaders—all designed to help our clients grow with confidence and purpose.
Rooted in Community. Focused on You.
Community and education are at the heart of what we do. As active members of Tennessee Associated Builders and Contractors (ABC), we support events like the annual Sporting Clays Tournament and enjoy building meaningful connections along the way. We also host educational experiences such as Bloom Into Wealth, an opportunity to help others focus on growing wealth, along with quarterly webinars on timely topics featuring industry leaders—all designed to help our clients grow with confidence and purpose.
Rooted in Community. Focused on You.
Community and education are at the heart of what we do. As active members of Tennessee Associated Builders and Contractors (ABC), we support events like the annual Sporting Clays Tournament and enjoy building meaningful connections along the way. We also host educational experiences such as Bloom Into Wealth, an opportunity to help others focus on growing wealth, along with quarterly webinars on timely topics featuring industry leaders—all designed to help our clients grow with confidence and purpose.