Wealth Management

Wealth Management
Andy Jordan
Title: 
Chief Compliance Officer
Service: 
Investment Advisory
Industry: 
Wealth Management
Location: 
Nashville
Phone Number: 
615-309-2387
Contact Email: 
ajordan@lbmc.com

Andy serves as Chief Compliance Officer and Director of Operations. This includes service assisting clients in managing, preserving and building wealth through innovative, tax efficient investment strategies. He regularly works to manage fixed income investments for clients and oversees the compliance requirements for the firm along with other operational responsibilities. He is a licensed Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) certification granted by the American Institute of Certified Public Accountants. read more »

File Attachment: 

LBMC’S HARPER HONORED WITH UNITED WAY AWARD

NASHVILLE, Tenn. (February 22, 2012) – Cindy Harper with Lattimore Black Morgan & Cain, PC has been awarded the prestigious Bill King Award by the United Way of Williamson County. Harper is a tax partner in the Firm’s Nashville office and a leader in its Wealth Management Practice. read more »

Thu, 09/08/2011

So what's holding small companies back? Many companies have misperceptions about 401(k) plans. We'll debunk some of these popular myths:

401(k) plans are too expensive for small businesses

One of the biggest hurdles that small businesses face is cost. Many 401(k) plans are built for larger companies, with bigger price tags. read more »

Diane Vaughan
Title: 
Manager
Service: 
Tax
Service: 
Wealth Management
Industry: 
Not-For-Profit
Industry: 
Real Estate
Industry: 
Wealth Management
Location: 
Nashville
Phone Number: 
615-309-2475
Contact Email: 
dianevaughan@lbmc.com

Diane, a Certified Public Accountant, has over 27 years of diverse accounting, tax and audit experience in various areas of individual, trust, estate, gift, partnership, real estate and small business tax, governmental and non-profit auditing and non-profit private industry. Her previous experience includes the Tennessee State Comptroller’s Office as an auditor, the CFO of a non-profit organization and for the past 14 years, public accounting with local and regional CPA firms.

File Attachment: 
Jennifer Womack
Title: 
Manager
Service: 
Advisory & Planning
Service: 
Wealth Management
Industry: 
Wealth Management
Location: 
Nashville
Phone Number: 
615-309-2313
Contact Email: 
jwomack@lbmc.com

Jennifer has diversified experience working with entrepreneurs and family business entities. In her position in the Financial Management division, she works closely with clients on a daily basis on their accounting, tax and financial consulting needs. Some specific financial management services include maintaining general ledgers, processing accounts payable, reconciliation of monthly bank statements, monthly journal postings, payroll, as well as various other duties that assist clients in the day to day management and planning of their business affairs.

File Attachment: 
Dane Blythe
Title: 
Manager
Service: 
Tax
Service: 
Wealth Management
Industry: 
Healthcare
Industry: 
Manufacturing and Distribution
Industry: 
Not-For-Profit
Industry: 
Real Estate
Industry: 
Wealth Management
Location: 
Nashville
Phone Number: 
615-309-2360
Contact Email: 
dblythe@lbmc.com

Dane, a Certified Public Accountant and Certified Financial Planner, has diversified experience with a variety of industries including healthcare, non-profit, real estate development, manufacturing, transportation, investment related entities, and service organizations. He also has extensive experience with partnerships, and frequently consults on business matters with closely held businesses and their owners on a wide range of tax issues, as well as high wealth individuals and families to maximize their wealth building and protection strategies. read more »

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April 2011, Nashville, Knoxville and Chattanooga, Tenn. – LBMC Strategic Staffing, LLC, a member of the LBMC (Lattimore Black Morgan & Cain, PC) Family of Companies, is excited to announce the launch of its sixth Annual Salary Survey. read more »

  • Greg Herman
    Industry Leader: Wealth Management
    Department:
    Investments
    Wealth Management
     
  • Cindy Harper
    Industry Leader: Wealth Management
    Department:
    Tax
    Wealth Management