About Bryan

Bryan Jones is a partner in the Firm’s Nashville, Tennessee office. He has experience in individual and business entity tax compliance, accounting, estate and financial planning, business valuations, and tax planning in a wide range of industries including physicians, engineers, architects, lawyers, and real estate.

He brings comprehensive accounting expertise to his role as a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and Certified Financial Planner (CFP). Bryan customizes score card benchmarking for his clients with whom he facilitates partner meetings to help focus the conversation on partner goals. He also works closely with fellow board members and executive directors within the nonprofit organizations he serves to improve oversight and best practices geared toward stated missions.

In addition to his other credentials, Bryan also holds a Tennessee Life & Health Insurance license and formerly held a securities license. Consequently, he has advanced knowledge in insurance and investments, and assists clients’ in understanding and interpreting complicated investment structures.

Professional & Civix Affiliations

  • Tennessee Society of Certified Public Accountants
  • American Institute of Certified Public Accountants (AICPA)
  • Middle TN Financial Planning Association – Former Treasurer
  • Nashville Chamber of Commerce
  • Goodlettsville Chamber of Commerce
  • Middle Tennessee Estate Planning Council
  • Leadership Goodlettsville Alumni
  • Sumner County Literacy – Treasurer
  • Tennessee Court Appointed Special Advocates (TN CASA) for Children – Treasurer
Practice Focus

Estate and Financial Planning
Tax Planning

Education

Bachelor of Science in Accounting,
Belmont University