7242 Old Harding Pike,
Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Investment Advisor Representative
Peggy is a Montana native and earned her bachelor's degree from the University of Montana in 1987. She completed her CFP® Certified Financial Planner™ and Certificate of Divorce Specialist in 1993. Peggy began her investment advising career with Securities America in 1993, and is currently a registered representative with Concourse Financial Group Securities, Inc.
As an Investment Advisor, Peggy is involved in all aspects of investment consulting, portfolio management, and personal financial planning with a special emphasis in wealth management. With more than 30 years of experience, Peggy helps her clients make informed decisions through a comprehensive wealth management process that addresses complex issues in investment consulting, financial planning, and relationship management. She has extensive experience with music publishing, executives, doctors, and small business owners.
Peggy is an active member of her community and attends St. Henry Catholic Church. She is the founder of Mission Valley Scholarship, is a published author of “Plan of Action”, and over the years has been involved with Vanderbilt Children’s Hospital.
Outside of the office, Peggy enjoys hiking, traveling, reading, boating, and spending time with family.
Peggy holds the following licenses & certifications: Series 7, Series 6, Series 63, Series 26, Variable Annuity, Variable Life, CFP
Insurance: AL, AZ, FL, GA, KS, KY, MD, MS, MT, NY, TN, VA, WY
Securities: AL, AZ, CA, FL, GA, IL, KS, KY, MS, MT, NC, NV, NY, PA, TN, TX, VA, WY
George W. Boulware, Ph.D is a retired Professor of Business at Lipscomb University, a private, church-supported university. Since 1983 he has been a self-employed CERTIFIED FINANCIAL PLANNER™ helping individuals and small businesses gain financial independence He has served as a reviewer and National Coordinator for the American Council on Education’s College Credit Recommendation Service since 1980.
George W. Boulware earned a B.S. degree at the University of North Carolina, an MBA from Emory University, and a Ph.D. from the University of South Carolina. In addition to being a CERTIFIED FINANCIAL PLANNER™, he had forty-nine years of college teaching and administrative experience before retiring.
He and his wife enjoy the hobbies of hiking, snow skiing, traveling and spending time with their four granddaughters.
George W. Boulware holds the following registrations: Series 22, Series 6, Series 63, Variable Annuity, Variable Life
Insurance licenses: TN
George W. Boulware may only discuss and/or transact securities business with the residents of AL, GA, TN, TX,
Matt obtained his B.S. and Master of Accountancy degrees from the University of Tennessee in 2015 and 2016 respectively. Matt started his career in public accounting in Atlanta specializing in individual, partnership, and real estate taxation. After 3 years in public accounting, he earned his Series 7, Series 66, and TN Commerce & Insurance licenses from the State of Tennessee. Matt enjoys leveraging his experience as a CPA to help clients with all facets of financial planning including investment services, tax planning, retirement planning, insurance, and debt consolidation.
Matt married his wife, Rachel, in August of 2020 and they have a Boston Terrier named Jax. When Matt is not working, he loves to travel and play golf.
Matt holds the following licenses & certifications: CPA, Series 7, Series 66, Variable Annuity, Life & Health Insurance
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.