Cole grew up in Franklin, Tennessee, before heading to Lipscomb University, where he earned a degree in Finance. Cole’s passion for finance is driven by his desire to help people find peace in their financial lives so they can focus on pursuing their purpose.
Cole holds several key licenses through LPL, such as the Series 7, the Series 66, life insurance, and is a CFP® practitioner. Having experience at both boutique and large firms, he is equipped to provide comprehensive financial advice to a diverse range of clients including individuals, families, creatives, business owners, institutions, and 401(k) participants. His financial planning approach is built on risk control, tax efficiency, and liquidity management.
Cole’s favorite aspect of his job is finding creative ways to solve problems tailored to each client based on their unique financial situation, goals, and values. No two situations are alike, so every solution should be customized for each individual client.
Cole resides in Franklin, Tennessee with his wife, Annie. When he’s not working, he enjoys spending quality time with his family and getting outdoors.