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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Stephen Curlee

Operations Associate

Phone: (615) 386-6395
Email Stephen
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Coleman Kruse

Operations Associate

Phone: (615) 386-6361
Email Coleman
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Vicky Hill

Marketing Associate

Phone: (615) 386-6369
Email Vicky
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Floyd Hughes

Client Relations
Director

Phone: (615) 386-6388
Email Floyd
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Melvin Norwood

Client Relationship Coordinator

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

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Will Parker, CRPC®

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
Email Jacob Read Bio

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Cindy Key

Client Relationship Manager

Office: (615) 386-6368
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Client Resource Center

Client Access

Dallas George
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Office Events

There are no current events at this time. Please check back soon.

Dallas George

President and Managing Partner

Dallas George is the President and Managing Partner of Waypoint Financial Partners, LLC. He has received the Wharton Certificate in Retirement Planning as a graduate of AXA’s Retirement Institute at the University of Pennsylvania’s Wharton School of Business. 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
  • Recipient of numerous AXA awards for excellence
  • AXA Equitable Hall of Fame
  • The Order of Excalibur

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.

FINRA Series 7, 66 Registrations

Securities offered through AXA Advisors, LLC, member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Will Parker, CRPC®

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 has earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning. Will is also 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.

FINRA Series 7, 66 Registrations

Securities offered through AXA Advisors, LLC, member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by AXA Advisors or AXA Network.

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 with their twin daughters. They enjoy playing golf, traveling, and checking out the new restaurants around town.

Securities offered through AXA Advisors, LLC, member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by AXA Advisors or AXA Network.

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.

Coleman Kruse

Operations Associate

After working as a summer intern in 2018, Coleman joined the firm full-time upon completing his B.B.A in Managerial Finance at the University of Mississippi. He helps handle a broad array of back-office functions for the firm, and his work is critical for new client on boarding and follow up on technical service issues.

Coleman enjoys all sports, and regularly spends his Saturdays on the golf course and Sundays on the softball field.

  • B.B.A University of Mississippi
  • Life & Health Insurance Certified
  • FINRA Series 7

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not owned or operated by AXA Advisors or AXA Network.

Vicky Hill

Marketing Associate

Vicky has been with Waypoint since late 2018, serving as a Marketing Associate for Dallas George’s team in our Franklin Office. As part of her role, Vicky is responsible for coordinating and managing client appreciation events, scheduling and confirming meetings, and providing back-office assistance as needed.

Vicky lives in Brentwood with her husband Trey and their children, Presley and Brady. They enjoy spending time with family and friends at the lake boating and wakeboarding and are active members of Clearview Baptist Church in Franklin.

Melvin Norwood

Client Relationship Coordinator

Melvin started with Waypoint Financial Partners, LLC in May of 2019, after retiring from Nissan Motor Manufacturing in Smyrna with 36 years of service. Melvin’s duties with Waypoint include identifying potential retirees and scheduling advisor consultations accordingly.

Melvin lives with his wife, Senino, in Murfreesboro, and they have 3 daughters and 5 grandchildren. Melvin enjoys traveling, sports, and spending time with his friends and family, and is an active member of the Evergreen Missionary Baptist Church in Columbia.

Connor Zehr

Business & Operations Manager

Connor serves as the business and operations manager of William Parker’s team at Waypoint Financial. Upon graduating Lee University with a B.S. in Business in 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 enjoys getting to meet and develop relationships with clients and is eager to make your experience as helpful and enjoyable as possible.

Upon moving 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.

  • FINRA Series 7 and 66 registrations
  • Life, Health & Variable Contracts licenses

Securities offered through AXA Advisors, LLC, member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by AXA Advisors or AXA Network.

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. Jacob lives in the Franklin area and is a graduate of Lipscomb University. He enjoys both watching and playing sports and is a fan of North Carolina basketball.

Cindy Key

Client Relationship Manager

Cindy 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. Cindy’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.

Cindy was born and raised in Middle Tennessee. She and her husband, Jeff, live in Murfreesboro. She has two sons, Josh and Jacob. Cindy is an avid baseball fan and loves watching her son, Jacob, pitch for the University of Illinois-Chicago. She enjoys traveling, cooking, and spending time with her family and friends. Cindy and Jeff are members of New Vision Baptist Church in Murfreesboro.