Brentwood, TN 12 Cadillac Dr. Office

Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, First Advisors National LLC, and Longevity Capital LLC. In addition to his advisory work, he has been involved with Forward Financial and INS Services since 1979, where he sells life, health, and fixed annuities as a licensed insurance producer. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combination of tactical, strategic, and dynamic investment approaches and operates with a multi-team model that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Timothy Mathieu is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He worked at The London Company of Virginia LLC for six years before joining Virtue Capital Management in 2019. Virtue Capital Management serves a range of clients including individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and delivers advice through a multi-team model that includes independent investment adviser representatives.

James Webb is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has held leadership roles at multiple affiliated firms, including serving as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Webb is also involved in compliance consulting and offers model portfolios and sub-advisory services through affiliated entities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, third-party manager due diligence, and ERISA/qualified plan support, utilizing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

E Holder is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and bringing 12 years of industry experience. He has been affiliated with Virtue Capital Management since 2013 and Virtue Advisors, LLC since 2010, where he also serves as Vice President of Advisor Development, involved in recruiting and training advisors nationwide. Additionally, he is a licensed insurance agent. Virtue Capital Management, LLC serves a range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers customized portfolio management and financial planning through a multi-team model, combining tactical, strategic, and dynamic investment approaches with due diligence on third-party managers.

Jeremiah Threlkeld is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Virtue Capital Management since 2017 and previously held roles at Cambridge Investment Research Advisors, OSAIC Services, and Wells Fargo Advisors. In addition to his advisory work, he operates as an independent insurance agent for various companies. Virtue Capital Management, LLC serves a diverse range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, with customized investment strategies that combine tactical, strategic, and dynamic approaches.

Matthew Rettich is a financial advisor with Virtue Capital Management, LLC who holds a Series 65 credential and has 19 years of industry experience. He has held roles at several firms including Cool Springs Financial and Summit Capital Solutions, and he has been involved with Virtue Financial Holding Company, LLC since 2014. Rettich is also the owner of Cornerstone Retirement Group, LLC and a significant owner of Producers Equity Group, Inc. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning through a multi-team model, employing tactical, strategic, and dynamic investment approaches with oversight from an investment committee.

Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including United Advisors America and Valic Financial Advisors. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, providing portfolio management, financial planning, and consulting services. The firm uses a combination of tactical, strategic, and dynamic investment approaches through a multi-team model and conducts due diligence on third-party managers and strategies.

Brandon Dillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and over 10 years of industry experience. He has been with Virtue Capital Management since 2015 and is also self-employed as an insurance provider specializing in life, annuities, long-term care, and Medicare supplement products. Outside of finance, he owns a livestock business and serves on the board of Fellowship Christian Athletes, assisting with event and workshop planning for student athletes. Virtue Capital Management serves a range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance using tactical, strategic, and dynamic approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Jeremy Rettich is a financial advisor with Virtue Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and serves as Chief Executive Officer of Virtue Capital Management, as well as President of Virtue Advisors, an insurance marketing organization. Rettich is also involved in non-investment activities including membership in a firearms and ammunition sales business. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, third-party manager due diligence, sub-advisory services, and ERISA/qualified plan support, utilizing a multi-team model and a combination of tactical, strategic, and dynamic investment approaches.