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Our Team

Steve R. Roussel

(615) 377-2935

(615) 377-1950

Steve Roussel loves challenges. On any given weekend, you will find him hiking some of the most challenging trails in the Smokies. Never one to back down from the “mountains” of life, he navigates those trails as he has his professional life: setting his eyes on the peak that is his goal, he chooses the best path and takes it one step at a time.

Steve started his career in Nashville in the early 1970’s as a life, health and disability insurance salesman. Throughout the 80’s, he steadily expanded his business to managing employee benefits for companies throughout Middle and Eastern Tennessee. By the 90’s, Steve’s company was providing in-depth financial analysis for both corporate and individual clients. Roussel and Associates gained a growing reputation for delivering sound financial planning services built upon comprehensive retirement and personal financial strategies.

Steve holds Series 7, 63, and 65 registrations. He is married to his childhood sweetheart Janie, with whom he has two sons.

Brandon Bourque, CFP®

Certified Financial Plannerâ„¢

(615) 377-2935

(615) 377-1950

Brandon Bourque is one of those rare individuals who is wise beyond his years, with a keen ability to listen to people and understand their passions. Brandon brings a maturity to the table that is appreciated by young and older clients alike.

As the son and grandson of small business owners, Brandon learned the value of hard work, planning and judicious money management. Working in the family business, he also came to recognize early how important it is to listen to your customers and give good service. These early lessons are now a hallmark of Brandon’s career at Roussel and Associates. With more than a decade of experience with Roussel and Associates, Brandon is appreciated as a trustworthy advisor who not only “talks the talk” but “walks the walk.”

Brandon graduated magna cum laude with a degree in Finance from Tennessee Tech. He is a Certified Financial Planner™ and holds Series 6, 7, 24, 63 and 65 registrations. He and his wife have two sons and value their time spent together as a family.

Mike Becker

(615) 377-2935

(615) 377-1950

Mike Becker is one of those individuals who has never met a stranger. It was one of the greatest gifts Mike’s father gave to him in his formative years and into his twenties. Consider this – Mike moved to the Nashville area in late 1983, working in restaurant management. A year later, he committed his life to a new career in the financial services industry, not knowing many people at all in Nashville. Through hard work, getting to know his customers, listening, and adhering to a high moral and ethical standard, his career continues to grow and be highly successful, now in his thirty-second year in this industry.

When meeting with Mike, the focus is on the goals and challenges our clients face. Mike focuses on the strategies and processes we use to help them solve their problems. Whether it is retirement planning, exit strategies and business succession, or estate planning solutions, the team is there to provide the answers.

Mike graduated with a degree in Business Administration from Florida State University and holds Series 6, 63, 66, and 7 registrations. He is married to his best friend, MJ, and between them, they have six children and six grandchildren.

Peyton Wade

(615) 377-2935

(615) 377-1950

Peyton is young, energetic and ready to take on any task asked of him. He has an in depth knowledge of the most up to date theory associated with the field of finance. After earning his Bachelor’s degree from Ole Miss, Peyton moved to Nashville to enter the financial industry as a bank branch manager and has since joined Roussel & Associates as a paraplanner. He has his Life and Health Insurance Licenses and has also obtained his Series 6 and 63 designations. Mr. Wade plans to tackle the Series 7 and 65 in the future, as well as seeking a Certified Financial Planner designation.

In his free time, Peyton enjoys spending time with his fiancé, family and friends. More often than not, he can be found attending sporting events that involve Ole Miss or planning his upcoming wedding.

Jim Roussel

(615) 377-2935

(615) 377-1950

Quite often, Roussel and Associates’ first contact with a client comes by way of Jim Roussel and a simple telephone call. Jim is dedicated to reaching out to business owners and delivering an easy way to address a common concern: If I died tomorrow, what would happen to everything I have built? The first step may be as simple as introducing business owners to term life insurance coverage.

Providing for the future of their business or family in this way can be the first step toward an overall financial strategy and a confident financial future. With over 25 years in the insurance and financial services business, Jim’s has the knowledge and experience to put clients at ease from that first telephone contact. Jim and his wife have two children.

Leslie Zimmerman

(615) 377-2935

(615) 377-1950

Leslie Zimmerman comes to Roussel and Associates with 13 years of experience as an administrator in the area of Financial Planning and Life Insurance. She loves getting to know our clients and is always happy to take care of them promptly. She knows that strong customer service is the key to getting and keeping clients for the long haul.

Leslie is originally from North Mississippi. She has a BS degree from Mississippi University for Women. She and her husband Brian, live in Franklin. They have two daughters and are looking forward to being “Empty Nesters” soon. She loves reading, trying new recipes and traveling, especially if it’s a trip to the beach!

Sunshine Bourque

(615) 377-2935

(615) 377-1950

Being able to serve clients comes partially from understanding people. With a background in counseling and psychology, Sunshine makes it her goal to listen and understand, and therefore provide the best service possible to our clients. With her open southern charm and easygoing attitude, Sunshine welcomes all who call or visit Roussel and Associates. Clients know that if they need something taken care of, she will go above and beyond to accomplish the task.

Sunshine earned her Bachelor of Science from Tennessee Tech and her Master’s in Human Development Counseling from Vanderbilt University. She holds a life and health insurance license and has recently obtained her Series 6 and 63 registrations. Sunshine works hard to meet our clients’ needs and is an integral piece of the Roussel and Associates Team.

When she isn’t working, Sunshine enjoys cooking/baking, volunteering, gardening, reading, and is an avid fitness enthusiast. She and her husband can often be found working out and exploring local parks and trails with their two sons.