ClearTrust Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Matt Robins, Private Wealth Advisor serving the Franklin, TN area - Ameriprise Advisors

Matt Robins

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Matt Robins's website
Nick Stamatis, Private Wealth Advisor serving the Franklin, TN area - Ameriprise Advisors

Nick Stamatis

CRPC®, CMFC®, CLTC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Nick Stamatis's website
Joe Creecy, Private Wealth Advisor serving the Franklin, TN area - Ameriprise Advisors

Joe Creecy

CRPC®, CDFA®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Joe Creecy's website
Adam Neelly, Financial Advisor serving the Franklin, TN area - Ameriprise Advisors

Adam Neelly

Financial Advisor

Visit Adam Neelly's website
Nolan Phillips, Financial Advisor serving the Franklin, TN area - Ameriprise Advisors

Nolan Phillips

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Nolan Phillips's website
Tate Lamastus, Financial Advisor serving the Franklin, TN area - Ameriprise Advisors

Tate Lamastus

CFP®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Tate Lamastus's website
Drew Britt, Financial Advisor serving the Franklin, TN area - Ameriprise Advisors

Drew Britt

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Drew Britt's website

Team

Kasandra Bennett

Kasandra Bennett

Operations Specialist

Roles & Responsibilities

  • Kasandra is responsible for all rollovers, business processes, contributions, distributions, and money movement.
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Kimberly Combs

Kimberly Combs

Administrative Assistant

Roles & Responsibilities

  • Kim is responsible for greeting clients, maintaining office operations, and handling billing needs.
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Amy Coleman

Amy Coleman

Client Relationship Manager

Roles & Responsibilities

  • Amy is responsible for scheduling client service meetings, coordinating client events, and advancing the overall client experience.
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Audrey Riggs

Audrey Riggs

Client Service Manager

Roles & Responsibilities

  • Audrey is responsible for scheduling, prepping, and following-up client meetings.
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Jessica Hockenbery

Jessica Hockenbery

Financial Planning Specialist

Roles & Responsibilities

  • Jessica is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kelley Rolfsen

Kelley Rolfsen

Financial Planning Specialist

Roles & Responsibilities

  • Kelley is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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