Welcome to McKnight! Our Passion is helping our clients achieve their greatest potential for success.
If you are viewing this page, it means someone that we mutually respect and trust has suggested for you to "check us out". They have found McKnight to be of value to them in one way or another and because of that, they want to share this introduction with you. We hope we will become a valuable resource to you and your family as well.
Please keep scrolling to learn more about McKnight Advisory Group, and then reach out to us to schedule your initial appointment with one of our advisors.
At McKnight Advisory Group, our core values are the foundation for how we do business. A few years ago we went through a process with our team to select the words we felt best described our fundamental belief in taking care of our clients.
Everyday we are committed to being Respectful, Inspired, Gracious, Honest, and Thorough. We hold ourselves and each other to these standards.
We invite you to join us for a one-on-one consultation so that we may demonstrate these Core Values to you, and in turn learn yours.
Our business is built on decades of thoughtful client relationships. The importance of these relationships is why we implemented a proactive proven process many years ago, allowing us to best serve our clients and their families.
We first start with getting to know what is most important to you. We will ask you key questions so that we understand your goals and priorities. Then we share our process and resource guide, followed by recommendations for you to implement that align with your goals to help you reach your greatest potential for success. Lastly, we continue following our proactive proven process each year to stay on top of your plan and goals.
Call our office at 615-895-8574 to get started in McKnight's Proactive Proven Process.
No matter where you are in your planning stage - building your savings, changing careers, or ready for retirement, we will meet you where you are and implement a collaborative plan to set you towards your goals. Click the link below to learn more about our Investment and Retirement Solutions.
McKnight's Employee Benefits segment offers a something unique - our "Benefits Valet". This is a Menu of Services and Resources designed to help employers navigate the complexities of Employee Benefits management and give them their greatest potential for success.
We believe that insurance plays a foundational role in protecting savings and your family in the case of a chronic illness or unexpected medical event. McKnight offers advisory services and insurance products to guide you through life’s expected and unexpected events.
McKnight provides valuable support to employers who offer retirement plans to their employees. Retirement plan members receive the following unique menu of services including a Risk Tolerance Analysis, Asset Allocation, and an annual Collaborative Planning meeting.
No one really wants to think about life insurance. But if someone depends on you financially, it is a topic you really shouldn’t avoid. Getting insurance doesn’t have to be hard (or boring). Let the McKnight Advisory Group Advisors answer your questions and help you make informed decision for protecting your loved ones financially.
Long-term care is unpredictable- you don’t know exactly when you’ll need it, why or what kind of care you will require. Take steps now to protect yourself, your loved ones, and your legacy from the unexpected.
One in four workers will become disabled before retirement age. Most disabilities are caused by sickness, not injuries in the workplace. Attorneys, computer software professionals, doctors, and other high earners have made their education and career a top priority in their lives. That’s why protecting their income and long-term earning potential from “what if” moments like a disability are critical.
Change is one thing you can count on. Business start-ups become industry leaders. Children grow up and have children of their own. Life changing events may occur such as marriage, births, purchasing a home, college tuition, retirement, disability, divorce, and death. A lot can change in your life after you buy a life insurance policy, and those changes can have a significant impact on your policy. A policy review helps keep your financial strategy intact.
President & Investment Advisor
Edwin began his insurance career in 1985, with licenses for Life, Health, Property and Casualty. Edwin has increased his effectiveness and knowledge through studies with the American College and in 2014 was awarded the ChFC®...
Medicare Solutions Specialist
Hillary Broome hails from New Smyrna Beach, Florida and was a minister and missionary in Tennessee and Georgia for over 30 years. After making a career shift, Hillary started his work at McKnight Advisory Group in October of 2013...
Benefits Manager and PR Specialist
Before joining the McKnight team in 2015, Samantha Jackson was an Office Manager for 5 years and brings experience with database management, Microsoft Office, and customer support to her current role as Benefits and Public Relations...
Financial Services Administrative Specialist
Donna brings a successful 30-year career working in the life insurance industry with Life of Georgia and American General Insurance companies. After losing 2 jobs to downsizing by International companies, Donna wanted to find a job...
Financial Services Administrative Associate
Retha is originally from Lawrenceburg, Tennessee, but has called Murfreesboro home for over 30 years. Prior to establishing permanent residency, Murfreesboro was her home away from home for a few years as she worked her way through...
Chief Investment Officer
Dominic Cespino graduated from Michigan State University with a Bachelor’s Degree in Human Resources. He worked in Human Resources for 18 years before he decided to pursue a career in Financial Services. He obtained his Series...
Dawn holds an Associate in Applied Science Degree in Paralegal Studies and has a thirteen-year background in family law, criminal law, estate planning and real estate law before joining the McKnight team. Dawn brings a welcome attitude...
Although born in Minnesota, Shelli lived in Missouri, Florida, Texas before she settled in Tennessee and became the Southern girl she is today. She went to college at Trevecca University, took classes at Middle Tennessee...
Javier Hernandez is part of the marketing team and has been with McKnight Advisory Group since February 2022. He has lived in Rutherford County all his life and is currently a senior at Middle Tennessee State University studying...
Medicare Operations Associate
Portland Abbott spent the early years of her life in South Carolina, but her adventurous spirit eventually led her and her family to Middle Tennessee, where they sought to be closer to loved ones and embrace new horizons. When she's...
DISCLAIMER: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. For accommodations of persons with special needs at meetings call <615-895-8574>”