EPM Financial Share: Financial PlanningInsuranceInvestment Management EPM Financial Visit Website 1400 N. Mt Juliet Road Suite 202 Mt Juliet, TN 37122 (615) 810-8185 (615) 810-8631 (fax) About Rep Info Map About Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Edwards Porter Group are separate entities from LPL Financial. Whom to Contact Kim Atkins Client Services Manager Send an Email Shane Cohoon Wealth Advisor Associate Send an Email Brandon Edwards Managing Partner/Wealth Advisor Send an Email David Gerkin Director of Planning & Investment Research Send an Email Brock Keckler Marketing Director Send an Email Graham Mattes Director of Market & Economic Research Send an Email Martin Porter Managing Partner/Wealth Advisor Send an Email What's Nearby? Distance: 5 10 15 20 25 50 mi.