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Financial Services

The professionals below have partnered with the VHA and are trusted advisors to many VHA members. Board members have used their services for mortgage preparation, financial planning, brokerage management, tax preparation, and more. All of our partners are more than willing to talk with VHA members or new-to-Nashville trainee families. We encourage you to reach out to them for any support you may need. 

Marc C. Flur - CFP
Marsh McLennan Agency
GME Partner for Individual Disability Services 

Phone: (919) 418-8630

Email: marc.flur@marshMMA.com

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James Nicholson
Truist Bank
VP, Mortgage Loan Officer & Physician Loan Specialist

Phone: (615) 297-7270

Email: james.nicholson@truist.com

www.truist.com/james.nicholson

NMLSR # 1146715

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Jeremy Smith - CFP 
Shoemaker Financial 
Financial Advisors & Wealth Management for Trainees
Jeremy Smith
Lamont Burch 
First Horizon Bank 
VP, Business Banking
Physician Loans 

Phone: (615) 744-4825

Email: Lamont.bunch@firstcitizens.com
Website: Firstcitizens.com

© 2026 by Housestaff Alliance Foundation

dba Vanderbilt Housestaff Alliance

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