Coordinated Tax and Investment Advice

High Net Worth

Every financial decision you make is connected. From tax planning and personal money management, to investments and estate planning, each piece works together to create your unique portfolio. That’s why we believe in taking a coordinated, holistic approach to wealth management and individual finances. By offering all the services you need under one roof, LBMC helps you be better prepared to face life’s transitions as they come.

And because your portfolio is unique, our services are completely catered to what you need, when you need it. Our team of wealth advisors has the experience and dedication to simplify your household finances. As your financial situation evolves, we’ll be here with solutions designed to fortify the financial health and stability of your family.

Daily Money Manager


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Paying bills and day to day money management shouldn’t distract from your busy calendar.

Executive Team

Link to Cindy High-Net Worth Individuals

Cindy Harper

Shareholder, Practice Leader Wealth Advisors

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phone icon email icon Nashville
Link to Bruce High-Net Worth Individuals

Bruce Beck

Shareholder, Tax

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phone icon email icon Nashville
Link to Melissa High-Net Worth Individuals

Melissa Cothran

Senior Manager, Tax

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phone icon email icon Nashville
Link to Susan High-Net Worth Individuals

Susan Goddard

Senior Manager, Tax

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phone icon email icon Nashville
Link to Blake High-Net Worth Individuals

Blake Harrison

Shareholder, Tax

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phone icon email icon Nashville
Link to April High-Net Worth Individuals

April Mitchell

Shareholder, Tax

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phone icon email icon Knoxville Nashville
Link to Matt High-Net Worth Individuals

Matt Painter

Shareholder, Wealth Advisors

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phone icon email icon Nashville
Link to Sid High-Net Worth Individuals

Sid Pilson

Director, Tax

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phone icon email icon Nashville
Link to Susan High-Net Worth Individuals

Susan Schuett

Senior Manager, Tax

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phone icon email icon Nashville
Link to Amy High-Net Worth Individuals

Amy Van Buren

Shareholder, Wealth Advisors

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phone icon email icon Nashville
Link to Nicole High-Net Worth Individuals

Nicole Jeppesen

Shareholder, Tax

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phone icon email icon Chattanooga