Our vision is to be the premier financial services firm in Middle Tennessee through excellent service and long-term client relationships that affect our community in a profoundly meaningful and positive manner.
Nick Meriwether CLU®, ChFC®, CASL®
Nick Meriwether has been in the financial services profession for over 38 years, assisting clients in accomplishing their financial objectives of wealth accumulation, estate preservation and efficient transfers of wealth to the next generation. Nick holds the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Chartered Advisor for Senior Living (CASL®). He is also an Investment Advisor Representative of the Financial Planning Center, LLP, a Registered Investment Advisor firm. He further specializes in solving the uniquely complex issues and retirement concerns of Federal Employees and has acquired advanced training in Medicaid planning techniques as well as little-known Veterans’ Benefits.
Nick lives in Adams, Tennessee, with his wife Cathy.
Wayne Arnold ChFC®
Wayne Arnold has served in the financial services field as an advisor since 1992. He is a graduate of the University of Wisconsin and also holds the Chartered Financial Consultant (ChFC®) designation. As an Investment Advisor Representative, Wayne has presented informal seminars throughout Middle Tennessee and Western Kentucky, helping retirees and pre-retirees acquire the information they need to manage their assets in a tax-efficient manner. Attendees enjoy the relaxed, no-pressure attitude he exudes, both during the seminars and in the individual complimentary private consultations.
At present he serves as the chief compliance officer for the Financial Planning Center, LLP.
Wayne and his wife live in Clarksville, Tennessee.