Waypoint Financial Partners

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Address:

6840 Carothers Parkway, Suite 100
Franklin, TN 37067

Phone:

Nashville Office

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Nashville Office

6840 Carothers Parkway, Suite 100
Franklin, TN 37067
Dallas' Team: (615) 386-6381
Will's Team: (615) 386-6368

Get In TouchOur Nashville TeamClient Resource CenterOur Office Events

Our Nashville Team

Dallas' Team

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Dallas George

President and Managing Partner

Office: (615) 386-6381
Cell: (423) 316-0403
Email Dallas
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Kurt Coalmer

Operations Manager

Office: (615) 386-6376
Email Kurt
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Denise Hutson

Client Relationship Manager

Phone: (615) 386-6369
Email Denise
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Stephen Curlee

Operations Associate

Phone: (615) 386-6395
Email Stephen
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Floyd Hughes

Client Relations
Director

Phone: (615) 386-6388
Email Floyd
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Will's Team

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Will Parker

Financial Partner

Office: (615) 386-6368
Email Will
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Connor Zehr

Business & Operations Manager

Office: (615) 386-6368
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Jacob Green

Operations Associate

Office: (615) 386-6368
Read Bio

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Jaye Carol Wagoner

Client Relationship Manager

Office: (615) 386-6368
Read Bio

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Dallas George
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Dallas George

President and Managing Partner

Dallas George is the President and Managing Partner of Waypoint Financial Partners, LLC. Dallas started his career in 2003 with AXA- Advisors in Chattanooga and has consistently been ranked as one of AXA's top producers in the United States. In 2007 Dallas and his family relocated to Franklin Tennessee to better focus his effort on managing and growing his Nashville team.

Throughout his career, Dallas has concentrated primarily on retirement income planning for his clients. Dallas has built his business through helping his clients navigate the complex issues surrounding the three phases of retirement planning: Accumulation, Distribution and Transfer. Dallas makes it a priority to customize each retirement plan to meet each client's specific needs and goals.

Academic & Professional Achievement

  • B.S. Lipscomb University
  • FINRA Series 7 & 66 registrations
  • Life, health & variable contracts licenses
  • Recipient of numerous AXA awards for excellence
    • AXA Equitable Hall of Fame
    • The Order of Excalibur
    • 7 time leading AXA Experience Sales Force agent in Tennessee
    • Senior partner of AXA's top production firm in Tennessee

Life Outside of Business

Dallas, his wife Sarah, and children reside in Franklin Tennessee. They support several local charitable organizations and are active at The Church of The City. Their children Clay and Grace Elaine are students at Battle Ground Academy. Dallas is an avid outdoorsman and enjoys hunting, fishing, snow skiing and CrossFit.

Will Parker

Financial Partner

Will Parker has developed his skills and specialization in retirement planning and investment advisory services since becoming a financial professional with AXA Advisors in 2007 with a genuine concern for the client. As a Waypoint Financial partner Will works with clients throughout the mid-state. Will firmly believes professional client service through all phases of retirement is critical to the client’s success. Informed and proactive, he gains a deep understanding of his client’s needs and looks at the big picture when helping them accomplish their financial goals and objectives. He holds ethical and experiential standards as paramount in providing his clients with personal, integrated financial planning strategies.

Will holds a B.S. in Finance and Economics from Lipscomb University and he is a graduate of the AXA Institute at Harvard, a specialized learning curriculum on asset allocation and behavioral finance. He is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Will, wife Andrea, and their three children live on a working farm in Arrington, Tennessee. They are active in the Brentwood Hills Church of Christ and members of the marriage ministry team.

  • FINRA Series 7 and 66 Registrations

Floyd Hughes

Client Relations Director

Professional Approach & Experience

Floyd Hughes has served as the Client Relationship Director at Waypoint Financial in the Franklin office since 2010. Floyd is a key member of the sales team, managing the relationship between Waypoint Financial Franklin and the future prospects and existing clients. Floyd will be the first to meet prospects over lunch or dinner, establishing the first contact with our company. Highly respected among the team, peers, and clients, Floyd builds those relationships based on trust and value. We are fortunate and honored to have Floyd on our team.

Academic & Professional Achievement

  • B.S. Vanderbilt University

Life Outside of Business

Floyd and his wife Patricia have lived in Smyrna Tennessee for the last 13 years. They enjoy spending time with their 2 daughters, son in law and 1 grandchild. Floyd and his wife are active members of Eastside Church of Christ, where Floyd serves as a pulpit minister.

Kurt Coalmer

Operations Manager

Professional Approach & Experience

Kurt serves as the Business and Operations Manager for the Franklin office of Waypoint Financial. He has over 9 years of industry experience and his primary responsibility is implementing the financial plans of our clients. Kurt is a valued team member and the go to person for trades, distributions, and contributions needs. With his keen since of humor, joy of client interaction, and knowledge of products you will find your visit with Kurt beneficial.

Academic Achievement Included

  • B.S. University of Cincinnati
  • FINRA Series 7 and 66 registrations
  • Life, health & variable contracts licenses

Life Outside of Business

Kurt and his wife Ashley live in Franklin, TN. They enjoy playing golf, traveling, and checking out new restaurants around town.

Stephen Curlee

Operations Associate

Professional Approach & Experience

With over a decade of experience in financial services, Steve now serves as an Operations Associate, assisting with the operations role in the Franklin office of Waypoint Financial Partners. His primary responsibility is to provide customer oriented service insuring that all new accounts are opened correctly and are in proper order. Additionally, he reviews all advisory and brokerage distributions request and contributions, confirming they are processed quickly and efficiently. Steve also provides clientele guidance regarding long term care and Medicare alternatives. Respected among his colleagues, Steve is valued team member at Waypoint Financial.

Academic & Professional Achievement

  • B.S. Auburn University
  • FINRA Series 7 and 66 registrations
  • Life, health, variable contracts licenses

Life Outside of Business

Steve and his wife Trish live in Franklin Tennessee, and have two grown children and two grandchildren.

Denise Hutson

Client Relationship Manager

Professional Approach & Experience

Denise has been with the company since 2013, serving as our Client Relationship Manager at Waypoint Financial Partners in our Franklin office. As the Client Relationship Manager, she is responsible for coordinating and managing our marketing and client appreciation events, and assist with operations as needed. Call or e-mail her if you would like to schedule a meeting, she would be happy to assist you. You will always see a smile on Denise's face when you come into the office, offering a cup of coffee upon your arrival. We are confident that you will enjoy working with her.

Life Outside of Business

Denise lives in Nolensville Tennessee and enjoys spending time with her daughters and their immediate family. She enjoys painting, hiking and gardening and spending time with her grandchildren. Denise is a faithful believer, God is first in her life, and is active at Otter Creek Church in Franklin Tennessee.

Connor Zehr

Business & Operations Manager

Connor serves as the business and operations manager of William Parker’s team at Waypoint Financial. Upon graduating from Lee University in the fall of 2015, he moved to Nashville to partner with Will and assist in the continued success of the practice. Connor serves as the lead for all operational and logistical functions, and is the first point of contact for client services and needs. He has enjoyed getting to meet and develop relationships with their clients over the past two years, and is eager to make your experience as helpful and enjoyable as possible.

Academic & Professional Achievement

  • B.S. Lee University
  • FINRA Series 7 and 66 registrations
  • Life, Health & Variable Contracts licenses

Life Outside of Business

Upon moving from Franklin, TN to east Nashville, Connor has enjoyed getting plugged in and experiencing all that Nashville has to offer. He enjoys sports and staying active. He attends The Belonging which is a young church plant in Nashville.

Jacob Green

Operations Associate

Jacob serves as an Operations Associate for Will Parker’s team in the Franklin office of Waypoint Financial Partners. Jacob plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, he helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. His strong analytical and research skills are of great value to our clients. His excellent attitude and an extraordinary client service orientation have made him a valued team member of the Waypoint Financial Franklin team.

Life Outside of Business

Jacob lives in the Franklin area and is currently a senior at Lipscomb University. He is majoring in Corporate Management and also minoring in Marketing.

Jaye Carol Wagoner

Client Relationship Manager

Jaye Carol works with Will Parker’s team as the Client Relationship Manager at Waypoint Financial Partners in our Franklin office. In a world of numerous options, it is of upmost importance that we are pursuing an ideal client experience from the time a client is referred to us through our longstanding relationship. Jaye Carol’s overall responsibility is delivering extraordinary client service and executing successful client events. She is a great fit for our team given her ability to be professional, caring, and genuinely interested in making other people feel special. Feel free to reach out to her to schedule a meeting or with questions, she would be happy to assist you or ensure someone from our team reaches out to you.

Life Outside of Business

After growing up in Kentucky, Jaye Carol and her husband, Bobby, have called the middle Tennessee area home for quite some time. They now live in Arrington, Tennessee. She enjoys traveling, horseback riding, and University of Kentucky basketball. Jaye Carol and her husband, Bobby, are members of Brentwood Hills Church of Christ in Nashville, Tennessee.

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Check the background of this financial professional on FINRA's BrokerCheck