JEFF BENSON|Managing Partner
I made the decision to follow what I felt was the right way to manage money in 2005, I launched Frontier Financial as an Investment Advisory Firm. My desire to educate clients about their money and how best to manage and grow resources made this decision an inevitable one. Our structure allows (and demands) that we put our clients’ interests first, due to the fiduciary standard we proudly uphold.
Our entire team works well with successful individuals looking to achieve specific goals and small business owners with unique requirements. I’ve lived in Nashville for many years and am the proud father of two boys – Drew and Jack. In 2017, I moved to my new home in the Westhaven community of Franklin. My hobbies include cycling, fishing, reading, running and walking with Pearl, my hound dog. On weekends you can often find me biking the Natchez Trace Parkway, smoking meats and cheering on my son and his team during Friday night football.
The financial services industry has long been my professional “home”. I started off as a financial analyst and mortgage broker after graduating from Vanderbilt University in 1983 with a BA in Business Administration and Economics. I found providing investment advice and financial planning a great fit for my relentless pursuit of knowledge, attention to detail and interest in all things financial.
I continue to expand my education through the Institute of Business and Finance and the Center for Fiduciary Studies and am currently working on my next designation - the CAS (Certified Annuity Specialist).
LUTCF – Life Underwriter Training Council Fellow
CFS – Certified Fund Specialist
AIF – Accredited Investment Fiduciary
IAR – Investment Advisor Representative
Trey Benson|Managing Partner
I joined the firm in 2010 with my primary objective being to offer domestic market insight and infrastructure assessment. I graduated from Washington & Lee University in 1982, with a Bachelor of Arts degree. I have had the opportunity to work with many of the country’s largest corporations over my 20+ years in the corporate world. The majority of my work has been in the US Petroleum sector in the business development capacity. I have also worked with the Department of Homeland Security.
I live in Lexington, KY with my wife Denise, two daughters, Alden, Avery and their pet Lab, Belle. I am an avid reader, big game hunter, adventurer, golfer and fitness enthusiast. I can often be found on weekends, in a deer blind, on the golf course, or at one of my daughters’ athletic competitions.
IAR - Registered Investment Advisor
JADYN STEVENS|INVESTMENT ADVISOR
I joined Frontier in 2014 and manage our marketing/web presence. I have found a great passion advising clients through our strategic planning methodology. I enjoy the process of targeting goals and uncovering opportunities for clients. Prior to coming to Frontier, I managed an outside sales team for an athletic apparel company as we launched into an international market. I also had an extensive tenure as a VP of a book publishing firm here in Nashville.
I graduated from the University of Tennessee in Knoxville with a Bachelor’s degree in Mass Communications/Journalism. I have earned my Series 65 license as well as my Life/Health Insurance license. I also recently completed my CFS (Certified Fund Specialist) designation.
I have had the honor of coaching high school track and cross-country and now privately coach runners for fun. I am a long distance runner, an active member of several civic and fraternal organizations and a member of Fellowship Bible Church. I live in Franklin with my wife and two young boys.
IAR - Investment Advisor Representative
CFS - Certified Fund Specialist
Life and Health Insurance
WORSHAM ABBOTT|Investment Advisor
I joined the firm in 2010 with a client base in Richmond, Virginia.I am a lifelong resident of Virginia. I graduated from Virginia Commonwealth with a Bachelor of Arts degree in 1977 and have over 30 years of experience in the securities industry. I have worked as a registered representative and securities principal here in Richmond. I work with individual investors and small business owners. My hobby is studying and learning about local history. There’s such a rich past here. I have a great time unearthing interesting stories and places. I also spend time in Costa Rica, enjoying the culture and climate.
IAR - Investment Advisor Representative