At True Wealth Partners, our clients are our passion. Every client has a story, and through understanding that story, we partner with our clients to help them live their best lives and achieve “true wealth.” There’s a story behind each of our team members as well! Learn a little more about each of them here.
Tim Gilbert CLU®, CFP®, ChFC®, CASL®, RICP®
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. His love for Jesus is rivaled only by his love for 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.
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.
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 25 years. 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 15 years ago. For the last 7 years, 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.
Steve Greene WMCP®
Partner and Wealth Management Advisor
Steve Greene is a seasoned professional who has devoted his career to strategic wealth management and financial planning. His approach draws on more than 30 years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company.
Steve’s background in investment management and asset accumulation, as well as his expertise in risk management, allows him to serve his clients in an unparalleled way. He began his career in financial services as a financial consultant with Merrill Lynch in 1992. In 2004, he joined Northwestern Mutual’s Nashville office, where he immediately distinguished himself as a leader in the organization.
When Steve is not in the office, he enjoys spending time with his family. He is married to Shelton Greene and they have three children, Mercer (Sophomore at Pepperdine University), Cooper (Senior in High School, Brentwood High School) and Cameron (Junior in High School, Brentwood Academy). A lifelong athlete and former baseball player at Vanderbilt, Steve enjoys staying active on the golf course and the road, having completed 9 marathons.
A graduate of Vanderbilt University and a leader in his community, Steve supports the Williamson County Chamber of Commerce and The Nashville Symphony (Governing Members) as well as serving on the board of directors for the YMCA of Middle Tennessee and Fight Colorectal Cancer.
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 as Associate Wealth Management Advisor allows him to serve our clients in the implementation of their financial plans, specifically on investment accounts. His favorite part of his role is meeting the needs of his clients and making their lives easier through their work together.
In his free time, Jason enjoys hiking, working out, mentoring, hosting, and laughing at other people’s great jokes (although, he has some pretty great ones himself). Jason and his wife have been married for 11 years and currently reside in Nashville.
Cynthia is from Middle Tennessee and has been with Northwestern Mutual since 2009. She holds her life & health insurance licenses, as well as FINRA Series 7, 55, and 66. She studied Finance at Austin Peay State University where she received a BBA.
Cynthia oversees all investment operations, client service requests, as well as general office management for Steve Greene.
When not helping clients reach their goals, Cynthia enjoys home renovation projects, teaching square dancing, and traveling with her husband.
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 Associate Wealth Management Advisor 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 enjoy the 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.
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 Associate Financial Representative (AFR). 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.
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.”
Coming from a large family and with a background in customer service, relationships have always been at the center of Lee’s 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 an Associate Financial Representative (AFR) at True Wealth Partners. She comes to this team equipped with a diverse selection of experience, having worked in modeling for over five years while simultaneously furthering her 10-year career in banking. Lee then returned home to Nashville where she worked in healthcare for over 13 years.
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 collective 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.
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 an Associate Financial Representative (AFR), 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
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!