Murfreesboro financial advice
Our Murfreesboro advisors understand that the markets are complex, and our clients’ lives are as well. Building a custom financial plan brings strength during life’s transitions. Our mission is to help simplify our clients’ lives by building a solid financial plan that they can understand and use as a roadmap to pursue their goals. Having this roadmap in place can help provide balance in life and allow clients to spend their time in more fulfilling ways.
Two cornerstones of every financial plan are risk management and asset growth. While the market will always have volatility, the key to being a successful investor is minimizing losses in the bad years without foregoing substantial growth in the good years. The client’s investment and financial goals always come first. With independence through LPL Financial and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always to the client, and never to specific products. Providing comprehensive wealth management involves much more than simply building a portfolio. We are positioned to help clients not only with portfolio management, but also with retirement, estate, 401k, education, and insurance planning.
Is your insurance coverage appropriate for your situation?
- Term and Whole Life Insurance Plans
- Long Term Care Insurance
Are your investments optimized?
- Stocks, Bonds, Mutual Funds
- Exchange Traded Funds
- Unit Investment Trusts
- Retirement Accounts: IRA, ROTH IRA
- Fixed and Variable Annuities
- Alternative Investment Strategies
- 401(k), SEP IRA, SIMPLE IRA, 403(b)
Are you on track to meet your goals?
- Asset Allocation
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Corey Garner, Wealth Advisor, CFP®
Corey Garner was raised in the small town of Winchester, TN, and moved to Murfreesboro in 2008 to pursue a bachelor’s degree in Finance. He realized very early in his career the value of education. Because of his desire to provide sound advice to his clients he attended Belmont University’s Center for Executive Education where he achieved his certificate of financial planning. Upon completion of his education requirements he passed the CFP board exam and became a CERTIFIED FINANCIAL PLANNER™.
As a CFP®, Corey focuses on financial planning strategies for his clients, especially retirees and small business owners. Corey is dedicated to helping his clients live well and pursue long term financial prosperity. His financial planning style is dictated by the goals and needs of his clients. He is devoted to building a long-term relationship with each client based on trust and communication.
Corey currently holds his Series 6, 7, 63 and 66 securities registrations through LPL Financial, as well as Life and Health Insurance licenses.
When Corey is away from the office, he spends most of his time at the golf course or with his beautiful wife Katie, daughter Ellie Kate, and their dog Layla. Corey and Katie enjoy traveling, playing fetch with Layla and supporting their alma mater.
Jessica Blair, Director of Operations, LPL Registered Assistant
A native of East Tennessee, Jessica moved to Murfreesboro in 2008 to attend Middle Tennessee State University. She began her career after college in retail banking and has been in the financial planning industry since 2010.
Jessica holds her Series 6, 7 and 63 securities registrations through LPL Financial as well as her Life Insurance License.
She is an active volunteer with VITA, an organization that offers free income tax preparation filing to low income households. Jessica lives in Murfreesboro with her husband and two young sons, Ryan and Samuel.
Craig Miller, Wealth Advisor
Craig is a native of Murfreesboro who initially built his career at Edward Jones before opening his own practice in 2011.
With more than 20 years’ experience as a financial advisor, Craig has guided clients through numerous market cycles. He works with retirees, high-net worth investors, and families who are just beginning to save. He is a Registered Representative of LPL Financial and currently holds his Series 7 and 66 securities registrations through LPL Financial, as well as Life and Health Insurance licenses. Craig is a graduate of Western Kentucky University where he earned his bachelor’s degree in Marketing with a minor in Economics.
Craig and his lovely wife Jackie have triplets, who are currently in college. He takes great pride in his role as a trusted financial advisor, working with his clients to develop plans to make their financial goals a reality. Outside of the office, Craig likes to spend time with his family and serve his community. He serves as Parishioner at Saint Rose Church and is an active member of the Knights of Columbus. He also serves on the Board of Directors for the charitable organization Doors of Hope. His other passions are golf, travel and reading.
Kenzie Jacobs, Office Manager
Originally from Ohio, Kenzie moved to Nashville, TN to attend Lipscomb University where she
received her Bachelor of Science degree in 2011. After college, she stayed in the area, running a
small business in the Nashville tourism industry and managing her husband’s home remodeling
Kenzie has joined the firm in an administrative role to assist financial advisors and their clients. She
thrives in serving and communicating with clients to help make their experience with the firm easy and enjoyable.
On the weekends she attends church with her family and is active in her small group and
volunteering. She enjoys running and spending time with her family and friends at any restaurant
that serves chips and queso.