Team
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Tim Greer, CFP®
Financial Advisor
(615) 297-6660
Tim received a B.S. Degree from Lipscomb University in Nashville, Tennessee in December 1974. In May of 1975 he affiliated with the Provident Mutual Life Insurance Company of Philadelphia. In 1977 he obtained his Series 6 securities...
Karen Rogers
Office Manager & Client Liaison
(615) 297-6660
Registered Representative (Series 7), Calton & Associates, Inc., a registered broker/dealer in 2024. B.S. Degree from Lipscomb University in 1984 Joined Tim in 1987
John Bornstein
Financial Advisor
(615) 297-6660
Financial Advisor, Greer Capital a Member of Advisory Services Network in 2012 Registered Representative (Series 7), Calton & Associates, Inc, a registered broker/dealer in 2024 Trust Officer at SunTrust Bank for 13 years Joined Tim in 2004
Randall Rogers
Bookkeeper & Technology Specialist
(615) 297-6660
Bookkeeper for Mr. Greer & Technology Specialist B.S. Degree from Lipscomb University in 1986 Joined Tim in 1997