Our Financial & Insurance Professionals

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

Financial Advisor & Owner


Nick Meriwether has been in the financial services profession for over 40 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®), Chartered Advisor for Senior Living (CASL®) and Retirement Income Certified Professional (RICP®). Nick is also an investment advisor representative of the Financial Planning Center, LLP, an investment advisor firm. Nick is a comprehensive financial planner and has advanced training and education in the areas of insurance, investments, taxation, and estate planning. Nick and his wife Cathy are longtime residents of the Clarksville, Tennessee area. In his free time, Nick enjoys playing golf, watching UT football, and spending time with his wife and grandchildren.

RaeAnne Reynolds, CFP®

Financial Advisor

RaeAnne Reynolds is an investment advisor representative of the Financial Planning Center, LLP, an investment advisor firm. She received her Bachelor of Business Administration in Finance from Austin Peay State University. RaeAnne holds the professional designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). She serves her clients by providing investment advice and comprehensive financial planning to young professionals and retirees. She specializes in wealth accumulation, estate preservation, and retirement planning. As a proud Clarksville native, she welcomes any opportunity to educate and serve her growing community. In her free time, RaeAnne enjoys spending time with her family and friends, and traveling as much as she can.

Morgan Meriwether

Office Administrator

Morgan Meriwether has a degree in applied sciences and 10 years of experience in the financial industry. She assists the team by greeting new and returning clients with a warm welcome. Morgan is responsible for scheduling appointments, ensuring that all client information is up to date in our system, and teaching our clients how to make the most of our technology, such as our generational vault. In her free time, Morgan enjoys spending time with her husband and two daughters, watching sports, and visiting local restaurants.