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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
Jeremy Smith
Jennifer Winchell - CPA
Winchell CPA & Advisory Services PLLC
Accountancy & Advisory Services

Phone: (615) 662-2808

Email: team@winchellcpa.com
Website: www.winchellcpa.com

Jennifer Winchell

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dba Vanderbilt Housestaff Alliance

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