Mary has worked in financial services since 1985 as an agent with Mutual Benefit and later with Allstate.  She joined Northwestern Mutual in 1990 working with a career Financial Representative in his practice.  Later, Mary started working with the Pruett Financial Group, which led her in 1997 to become Investment Operations Manager.  In 2004, she joined Mayernick & Associates.

She has a B.S. degree from Tennessee Tech in Business Management, and holds a Series 7 and 63 securities license and life, health, property & casualty insurance licenses.

Mary lives in Hendersonville with her husband, Don and daughter, Sarah.  She is active in church and school activities and enjoys spending time with friends and family.

How can Mary help you?

Questions about insurance & annuities

Scheduling appointments

General questions about investment accounts

Scott Walker began his career in the financial services industry in 1998 at PaineWebber (now UBS). Scott was put through their extensive training program located in the New York City headquarters.  He later transitioned into the role as a trust officer at a local community bank outside of Nashville. It was during his time at the bank, that Scott gained a full perceptive around fiduciary responsibility that surrounds asset management.   In 2002, he was recruited to join a hedge fund company where he served as a portfolio manager, implementing complex trading strategies using options and derivatives.  He also assisted clients with concentrated stock positions; attempting to reduce risk and derive income while diversifying their holdings.  In 2008, he joined Mayernick & Associates.  Since then, Scott has been using his previous experiences to add value to the existing client base.

Scott has received his Certified Financial Planner (CFP ®) certification, as well as, FINRA Series 7, 9, 10, 63 & 65 licenses. He also obtains Life and Health insurance licenses.  He is a graduate of Middle Tennessee State University with a degree in Finance.

He resides in Franklin and is married to Rebecca.  They have three children.  When not working, he enjoys spending time with his family, playing golf, hunting and fishing.

How can Scott help you?

Portfolio Analysis

Financial Planning

Trading and other Client Services

“I’m Mike’s associate Wealth Management Advisor.  Many of our clients find it convenient to call me first with questions or service request since I am not involved in as many daily meetings.  If you reach out to me with a question, you are likely to get the answer from me right away or I will do some research and call you back”

Mendy has been in the financial services industry since 1983 after graduating from Middle Tennessee State University with a degree in Finance, and minors in Business Administration and Psychology. Mendy first worked as a discount broker at W. N. Estes & Company before joining Morgan Keegan as a fixed income assistant. In 1996 Mendy was approached by Mike Mayernick to join his team, and has since served as Director of Clients Services.

Mendy lives in Nashville with her husband Bob and their youngest child Robby. They also have two married daughters and granddaughters.

When Mendy is not working, she enjoying spending time with her family and friends.

Mendy has been licensed in FINRA series 7 and 63 since 1988, and obtains Life and Health insurance licenses.

How may Mendy help you?

Scheduling an appointment

Assist with questions concerning your investment accounts

Process cash request from investment accounts

Provide tax basis and year-end tax reporting information

Katie joined Northwestern Mutual in 2009 and has been with the company in different capacities for nearly 3 years. After graduating from the University of Alabama, she began her career as a Financial Representative in the Goodwin, Wright Agency in Buckhead (Atlanta). After a year, she was approached to work with an established Financial Advisor, within the company, as the Investment Operations Manager of his practice. In the summer of 2011, Katie decided to move to Nashville and continue her career with Mayernick & Associates.

In her free time she enjoys playing tennis, painting, watching Alabama football, traveling and spending time with her family and friends.

Katie obtains licenses in Life and Health Insurance.

How may Katie help you?

Prepare documents to establish new investment accounts

Aid in year-end gifting and charitable contributions

Provide investment account statements

Provide back up for insurance needs