Tennessee
Individual Sales
The Tennessee offices are located in these cities:
Brentwood (Nashville)
Eric Howell
Regional Managing Director
Dan Mills
Managing Director
- Harpeth on the Green II
- 109 Westpark Drive, Suite 360
- Brentwood, Tennessee, 37027
- Phone: 615.377.6780
- Fax: 866.609.9074
- Toll free: 800.544.1163
Brokerage & Wholesaling Representatives
Daniel Barry
RVP-Nonqualified Plans
- 13860 Ballantyne Corporate Place, Suite 400
- Charlotte, North Carolina 28277
- Phone: 704.716.2480, ext. 480
- Fax: 704.586.0008
- Toll free: 888.363.4001, ext. 480
Rick Helms
RVP-Life
- 4011 Pinehill Lane
- Weddington, NC 28104
- Phone: 704.716.2481
Don Schamay, CFP®
Disability Income Regional Vice President
- Principal Life Insurance Company
- 2000 Riveredge Pkwy
- ATTN: DI
- Suite 900
- Atlanta, Georgia 30328
- Phone: 800.451.8903
- Fax: 770.690.8732
William Clay "Clay" Birdwell, Brokerage General Agent
Baker Birdwell, LLC
- 5200 Maryland Way, Suite 302
- Brentwood, Tennessee 37027
- Phone: 615.309.5958
- Fax: 615.309.5950
Sam O. Cargo, Brokerage General Agent
Cargo & Associates, Inc.
- 10408 Jackson Oaks Way
- Knoxville, Tennessee 37922
- Phone: 865.694.3454
- Fax: 865.694.4730
Kai Kaiser, Brokerage General Agent
Kaiser Financial Group, Inc.
- 736 Crossover Lane
- Memphis, Tennessee 38117
- Phone: 901.761.9600
- Fax: 901.682.6528
Michael P. Kelly, Brokerage General Agent
TPG Financial Inc.
- 220 Second Avenue South
- Franklin, Tennessee 37064
- Phone: 615.791.1212
- Fax: 615.790.9720
Rodney Miller, Brokerage General Agent
HCB Knoxville
- 9724 Kingston Pike, Suite 1003
- Knoxville, Tennessee 37922
- Phone: 865.690.2039
- Fax: 865.691.4160
Jeffery D. Wilson, Brokerage General Agent
Affinity Marketing Group, LLC
- 2000 Glen Echo, Suite 111
- Nashville, Tennessee 37215
- Phone: 615.383.8522
- Fax: 615-234-2097
