Coordinated, Comprehensive, Customized Services

Every financial decision you make is connected. From tax and bill paying, 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 high net worth 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

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Cindy Harper

Shareholder, Practice Leader Wealth Advisors

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phone icon email icon Nashville
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Bruce Beck

Shareholder, Tax Services

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phone icon email icon Nashville
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Melissa Cothran

Senior Manager, Tax

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phone icon email icon Nashville
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Susan Goddard

Senior Manager, Tax

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phone icon email icon Nashville
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Blake Harrison

Shareholder, Tax

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phone icon email icon Nashville
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April Mitchell

Shareholder, Tax Services

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phone icon email icon Knoxville Nashville
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Briana Mullenax

Shareholder, Wealth Advisors

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phone icon email icon Nashville
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Matt Painter

Shareholder, Wealth Advisors

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phone icon email icon Nashville
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Sid Pilson

Director, Tax Services

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phone icon email icon Nashville
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Susan Schuett

Senior Manager, Tax

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phone icon email icon Nashville
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Amy Van Buren

Shareholder, Wealth Advisors

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phone icon email icon Nashville