Launching his financial planning practice in 2011, Tim was originally attracted to the opportunity because it was a perfect blend between his eye for detail and his passion for people. Today, he is beyond grateful for the opportunity with True Wealth Partners to impact executive leaders by creating simplicity and freedom in their financial lives.

A leader himself, Tim mentors a team of younger advisors building their own practices within their firm. This role not only keeps him sharp and focused, but it reminds him just how demanding the role of a leader is.

Tim’s life mission is to steward the time, relationships, opportunities, and money that God has given him to live and love more like Jesus. He loves getting to live this out and share life with his wife, Christine, and their two boys, Trey and Parker.

Outside of the office, Tim and his family call Midtown Fellowship Church home. He is a golfer and a sports statistics nut who also enjoys great food and great music, two hallmarks of the Nashville community.

Fun Facts

• What was your first concert? The Eagles when I was 2 years old & I have been to over 200 concerts since then… I love music!
• What is your special talent? I can play the ukelele. My oldest son, Trey, is taking lessons at school as well… hope to have a family ukelele band!
• Who do you look up to? My dad because he provided for our family, has been faithful to my mother, and was always there for us growing up (sports games, always home for dinner).

The son of a bricklayer turned business owner and the second of three children, David was instilled with exceptional work ethic and integrity from a young age. His love for people and passion for entrepreneurship ultimately led him to Northwestern Mutual, where he has worked since 2010.

David is a graduate of the University of North Carolina at Chapel Hill with a Bachelor’s in Business Administration. After playing football and running track at UNC, he took his passion for sports to Portland, Oregon, where he worked for Nike for four years. David married his high school sweetheart, Shannon, and they moved back to Nashville, where he earned his master's in Business Administration from the Owen Graduate School of Management at Vanderbilt University.

David and Shannon now have three children: David IV, Stephen, and Mary. David is passionate about being involved in the community by either coaching or volunteering for local civic groups. He prioritizes his faith and his family, and he enjoys developing long-standing relationships with the people he meets.

Fun Facts

• What is your favorite accomplishment? Winning state championship in football my senior year & being named MVP of the championship game
• What is something you can’t live without? Bible, exercise & human interaction.
• What is your favorite quote? “He is no fool who gives what he cannot keep to gain what he cannot lose.”

David was born and raised in Denver, Colorado. After graduating high school, he attended UCLA, partially funded by a Martin Luther King Academic Excellence Scholarship. At UCLA, David met his future wife, Joy. David & Joy married three months after graduation. They’ve been married for since 1999. David & Joy have three sons: Elon, Jaden & Micah.

Professionally, David began his career working for a large non-profit in Los Angeles. Prior to becoming a financial advisor, David worked on the companion music compilation to Rick Warren’s bestseller, ‘Purpose Driven Life,’ a blockbuster that went on to sell more than 25 million copies. David also had the privilege of being Project Manager on the award-winning audio series, ‘The Bible Experience,’ a fully dramatized audio bible narrated by influential African-Americans. Narrators included Denzel Washington, Forest Whitaker and Samuel Jackson. ‘The Bible Experience’ went on to win Audio Book of the Year.

David & Joy moved to Nashville from Los Angeles in 2009. Since 2017, David has been a Financial Advisor and Growth & Development Director for the firm. Locally, David supports and volunteers at My Friend’s House in Franklin, Safe Haven and 4:13 Strong. David also corporately sponsors United Way Nashville, Big Brothers Big Sisters of Middle Tennessee and The Village Project at Church of the City Franklin. A recent graduate of Leadership Brentwood, David will serve as Vice Chair for the incoming class.

Fun Facts

• What is your “go to” fun fact about yourself? I asked my wife, Joy, to marry me when we were just friends, so we went straight from friendship to engagement to marriage all in a six-month window.
• Do you volunteer outside of work & where? 4:13 Strong. I volunteer there because it’s a chance to teach marginalized young men about financial literacy and creating generational wealth.
• What would your perfect day start & end with? It would start with a hike in the woods on a cool, crisp spring morning and end in a hot tub with a glass of red wine.

Spend just a few minutes with Chris and you will sense his enjoyment of people and desire to make an impact. These strengths empower his roles as husband and father, his service to his church community, and now his client-focused career at True Wealth Partners. Chris brings a well-rounded blend of analytical skills, dedication to his role, and love for people to our team and to the clients we serve.

As an Financial Advisor with True Wealth Partners, Chris develops relationships with our existing clients and ensures that they are on track to attain their financial goals. He thrives on painting a vision for clients and walking alongside them as they take steps to see it fulfilled.

Chris’s passion for people initially pushed him to study Exercise Science and Biology at the University of Tennessee with the aim of attending medical school and becoming a sports medicine physician. Then his problem-solving side took over and he decided to pursue a Master of Accountancy from Belmont University in Nashville, TN, eventually leading to him earning his CPA and joining Ernst and Young, where he spent four years working primarily with healthcare companies here in Nashville. Now he gets to apply both his passion for people and his analytical bent to clients’ complex financial scenarios, leading them to clear next steps on their financial path.

Chris lives in Nashville with his wife, Laura, and their two children, Bess and Sam. Outside of work, he can be found running and cycling, sometimes pushing or pulling one of his kiddos…great training for his long-term aspirations of running the Boston Marathon and completing a full Ironman.

Fun Facts

1. Best book you’ve ever read?
   The Ruthless Elimination of Hurry by John Mark Comer
2. Biggest accomplishment?
   Passing the CPA exam
3. What is your favorite season and why?
   Fall and winter. Give me 45 degrees over 85 degrees any day!

Kimberly’s deep care and concern for people drive her to live her life for the betterment of others and the world around her. These passions have colored every dimension of her life, especially through serving her country, several corporations across different industries, and now, fortunately, our clients.

With exceptional listening skills, Kimberly helps our clients by aiming to understand each person’s unique story. Her insightful questions help bridge connections and put people at ease as they consider what is truly important. Kimberly’s analytical skillset coupled with her attention to detail provide incredible insight to fuel her passion for creating a financial plan that is tailored to each individual and family, giving clients the opportunity to maximize their specific financial goals.

Kimberly spent 20 years serving in the U.S. Navy and was introduced to Northwestern Mutual by a fellow veteran. With an MBA from the Owen Graduate School of Management at Vanderbilt, she also spent 20 years as a consultant, helping businesses solve complex problems. These complementary experiences taught her a great deal about empathy and how to be a better leader.

As an Entity Advisor with True Wealth Partners, Kimberly develops relationships with our existing clients and ensures that they are on track to attain their financial goals. In this role she combines her passion for financial security with the joy she finds in helping others.

In her free time, she enjoys spending time with family, hiking, playing guitar, and skateboarding.

Fun facts:

What is your favorite season and why? Autumn, because nature is at her finest.

Did you have an interesting job in high school or college? Yes, I was in the Navy in college and traveled the world for training during my summers. I learned at a very young age that the world is full of amazing and kind-hearted people, and even though we grew up much differently, we are not all that different.

Do you volunteer outside of work & where? I volunteer at Wounded Warrior Project. Being a veteran, I understand the incredible sacrifices that are made and want to honor and help those who have made those sacrifices that impact their lives in ways that we cannot imagine.

Having been instilled with strong principles at a young age, Jason is guaranteed to bring integrity, attention to detail, and follow through to any relationship with a client. These attributes make Jason a critical part of True Wealth Partners and our focus on delivering with excellence.

Jason grew up in North Carolina and became good friends with David McIntosh at UNC-Chapel Hill, where he earned his Bachelor’s in Business Administration. He holds master’s degrees from the Neeley School of Business at Texas Christian University (MBA) and Dallas Theological Seminary (MABS and MACE). Before joining True Wealth Partners, Jason worked in operational roles for over 10 years, specifically serving as an executive pastor, school administrator, and operations analyst at a wealth management firm.

Jason’s role of Chief Operating Officer allows him to increase our firm’s efficiencies and ultimately serve clients more effectively. His favorite part of his role is meeting the needs of our clients and making their lives easier through their work together.

In his free time, Jason enjoys working out, mentoring, hosting, and hiking with his wife Kim. They have been married since 2010 and currently reside in Nashville.

Fun Facts

• What is your favorite accomplishment? NCHSAA state champion in men’s 1m diving. Yes, I really wanted it and had worked hard for it, but it helped me realize early in life that an external accomplishment like that, and others by extension, wouldn’t fulfill me the way I hoped.
• What would your perfect day start with? Time with God while drinking an iced latte (with oat milk & barely a pump of mocha).
• Who do you look up to? A friend who faced a difficulty that caught Hollywood’s eye but who declined the offer in the name of honoring God & family. I see that her life is bearing fruit consistent with the Lord’s care for a person of great faith and obedience who trusted Him with what mattered to her.

Cynthia oversees investment operations, client service requests, and general office management for Steve Greene. She holds life & health insurance licenses and FINRA Series 7, 55, and 66 certifications. With a finance degree from Austin Peay State University, she joined Northwestern Mutual in 2009, driven by a desire to help others achieve their financial goals. Her approach emphasizes genuine care for clients and building relationships based on understanding individual needs.

Her experience spans traditional brokerage houses and banking, highlighting her commitment to prioritizing client well-being. This background has helped with her ability to offer advice and recommendations tailored to each person’s unique financial situation.

Her dynamic role allows her to stay engaged and meet new people regularly, both of which she deeply enjoys. She appreciates the ever-changing nature of the financial industry and the constant learning it offers. Cynthia believes in benefiting from her work by helping people and applying new knowledge to navigate her own financial path, aiming to advise clients as she would herself.

Outside work, Cynthia, a Middle Tennessee native, loves traveling with her husband, teaching square dancing to kids and young adults during the summer, engaging in DIY projects, and spending time outdoors.

Fun Facts

• What is your special talent? I have performed buck dance, clogging & square dancing since I was five. Now I teach other kids how to dance!
• What is your favorite hobby? Gardening & growing vegetables – they taste so much better when you grow them yourself!
• What was an interesting job you had in high school or college? I worked at a Dairy Queen during high school & college. It taught me more life skills than probably anything else in my life: cleaning, cooking, customer service, and multitasking.

Always loving a challenge and learning new things, Emily is uniquely equipped to serve our clients regardless of the situation. Ever since joining True Wealth Partners, Emily has been able to use her operational and personal skills to enhance the customer experience and ensure that each aspect of a client’s plan is running smoothly. Her positivity is unmatched and makes her a joy to work with.

Emily is a graduate of Lipscomb University, where she majored in Psychology. She fell in love with financial services because of the ability to impact the lives of clients in a positive way. Emily’s role as an Investments Associate allows her to provide operational excellence to both our clients and our team.

Emily’s favorite part of her role is building relationships with clients and seeing their lives be impacted in powerful ways. She thoroughly enjoys working in the financial industry and helping others navigate the financial landscape.

Outside of work, Emily and her husband love to be outdoors. Together, they kayak almost every weekend of the summer and spend their winters on the hiking trails. Emily lives in Nashville with her husband, their dog, and their cat.

Fun Facts

• What is your favorite accomplishment? Passing my Series 7 and excelling in my role.
• What is something you cannot live without? My husband, he’s my rock & my best friend. He keeps me grounded and makes me laugh like no one else can. We are each other’s yin and yang & I’d be lost without him.
• Who is someone you look up to? My dad. He’s the most patient, gracious, giving, humble, and loving human being I have ever met. He loves everyone unconditionally.

With drive to help and support others in whatever way she can, Katie is like the glue that holds the team together. Her top-notch problem solving, attention to detail, and people-first approach ensure that our team and our clients are well taken care of.

Katie is a graduate of the University of Illinois, where she majored in Animal Sciences. However, her love of math and people led her to her current role as an Insurance Specialist. Before joining True Wealth Partners, Katie worked as a campus minister, further refining her communication skills and her ability to help others navigate both exciting and stressful decisions.

Above all the details of her work, Katie’s favorite part about her role is her team and the opportunity to be a part of something that positively affects people’s lives. Her ability to complete tasks with excellence nurtures an authentic and trusting relationship with her clients. If you work with Katie, you know that you have someone in your corner who genuinely wants the best for you.

Katie met her husband Kory through the Navigators Ministry, and they got married in 2022. In her free time, Katie is most likely outdoors or getting together with friends. She enjoys playing sports, hiking, running, and being anywhere near moving water. Her love for animals didn’t stop with her degree, and most of her close friends know her as a “pet whisperer.”

Fun Facts

• What is your favorite season? Spring is my favorite season because everything is coming back to life. It’s so awesome that trees, bushes, & flowers rebloom after being dormant and gray for so many months. It makes me feel hope & excitement for the future!
• What was your first job? Party City and I learned that smiling at someone and saying hello makes a big difference in how you’re perceived and how people will interact with you going forward.
• What is one fun fact about you? I bungee jumped at Victoria Falls in Zimbabwe, the largest waterfall in the world & one of the seven wonders!

Coming from a large family and with a background in customer service, Lee knows that relationships have always been at the center of her life. She thrives on meeting new people and learning about who they are. This quality, combined with her exceptional work ethic and values-driven character, makes her an invaluable resource to our clients and our team.

Lee is currently the Client Relations Specialist at True Wealth Partners. She brings to the team a wide array of experience, having worked in modeling for five years while simultaneously furthering her 10-year career in banking. Lee then returned home to Nashville where she worked in healthcare for thirteen years before joining True Wealth Partners.

Lee’s favorite part about her role is the people she gets to work with every day. She loves working with her team to provide seamless and comprehensive service to clients. Lee is a problem solver who is happy to assist in any way she can, providing True Wealth the opportunity to serve more families through new processes and clear communication

Lee spends most of her free time with family and friends. She also enjoys dancing, sewing, singing, and traveling. Lee resides in Nashville with her husband and three children.

Fun Facts

• What is your favorite accomplishment? My family – I have a husband and three children.
• What is your favorite season? I love fall because it reminds me that everything comes full circle and needs to replenish.
• What is your favorite quote? “A mind is a terrible thing to waste” & “This too shall pass…”

When it comes to client service, it’s hard to find someone more loyal than Allison. She strives for each of our clients to feel exceptionally taken care of because she knows that our team is being trusted with a major part of their lives. Allison thoroughly enjoys helping others and finds the most satisfaction in her role when a client has an excellent experience.

Allison graduated from the University of Tennessee at Chattanooga in May of 2016. Prior to joining True Wealth Partners, Allison spent four years as a Data Analyst with UBS. Her desire to work with and service clients led her to seek a role where she could combine her investment banking knowledge with client interaction.

As a Marketing and Client Service Specialist, Allison ensures that our team is well-equipped to serve our clients. If you’ve enjoyed your experience working with our team, Allison likely played a major role in that.

Allison grew up in Franklin, Tennessee. When Allison is not working, she enjoys leading bible studies, running, and spending time with family and friends

Fun Facts

• What is your special talent? Organizing! I enjoy helping friends and family organize their homes, and I feel excited when I can create order out of chaos.
• What is your favorite podcast? I enjoy “That Sounds Fun” by Annie Downs. I love the way she interviews her guests and I have gained a lot of wisdom through listening over the years.
• Who is someone you look up to? My mom – I admire how she’s slow to speak and is a great listener, she has been my dad’s biggest supporter, and through life’s toughest battles, she has never given up on her faith.

With her closet “tech brain,” Sara has been solving problems basically since she came out of the womb. She remembers as an 8-year-old starting to solve family tech issues for her four older brothers…and never stopped.

In college at MTSU, Sara completed endless lines of coding as an IT major, priming her detailed mind to serve clients the way she does today: absorbing their current lifestyle and account details, understanding their financial picture, and creating a plan to help them get where they want to go. Sara loves working behind the scenes to develop airtight plans that allow clients to reach their financial goals. Any client who receives a personal plan from our team will benefit from Sara’s ability to synthesize data and present it in a way that is both accurate and motivating to clients.

Before coming to True Wealth Partners, Sara served in similar behind-the-scenes roles. At fifteen she found an umping job for her older brother so she could work at the ballpark, too, where she discovered her skills as a short-order cook that kept fans coming back to the concession stand for more. Since then she has taken on additional roles as a restaurant manager, private nanny, and personal assistant in which others have gotten to appreciate her positive attitude and sense of responsibility.

When she’s away from the office, you will probably find Sara at some sort of sporting event, especially football or baseball. And if your seat’s next to hers, she might be your best friend by the end of the game!

Fun Facts

• What is your favorite season? Summer because I can leave the house without a jacket & spend my weekends by the pool.
• What is your favorite quote? “You have to be a friend to have a friend.” This was my mom’s high school senior quote, because you have to respect your peers as you would like them to respect you.
• Who is someone you look up to? My mom. She taught me to be independent and observant at a very young age, two qualities that help me navigate life.