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 Planner™ (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 strategies, 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. Timothy Jester, CFP® CERTIFIED FINANCIAL PLANNER™ Tim has been in the financial services industry for more than 10 years. After graduating from Southern Adventist University in Chattanooga, Tennessee, he started his career at Northwestern Mutual in 2005 and spent significant time learning various aspects of the financial services industry before making a home here at Roussel & Associates.Tim partners with his clients to assist in every aspect of their lives touched by finance and he enjoys the opportunity to build truth-filled, long lasting relationships with each client he serves.Tim holds both the Series 7 and Series 66 registrations as well as his life, accident and health insurance licenses. He has also received his CERTIFIED FINANCIAL PLANNER™ certification.Tim and his wife live with their two sons in Nashville, Tennessee. Tim is active in his community as well as with the Nashville Chapter of Kiwanis International, the Music City Tres Dias community and he occasionally volunteers with Musicians On Call.By God’s grace Tim considers himself a faithful husband, father, friend, financial advisor and fiddler, in that order. 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. Teresa Tow Terri joined Roussel and Associates as an Administrative Assistant after relocating to the Nashville area from Atlanta. She brings with her more than 20 years of experience in the Administrative field and has quickly become a valued member of our team. Terri has a passion for helping people and is already busy establishing strong connections with our clients. She is primarily based in our Murfreesboro office, where she handles client services and provides assistance to our Advisors. Terri grew up in South Florida and studied Business at Broward College in Davie, FL. She and her husband currently reside in Murfreesboro, where they moved last year so they could be closer to family. They have two daughters and one granddaughter, and enjoy nothing more than spending time with them. 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, Series 6 and 63 registrations, and has recently completed the Behavioral Financial Advisor designation. 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, gardening, reading, and is an avid fitness enthusiast. Besides managing two children and a fur baby, she and her husband also stay busy in parks and trails around Nashville. Beau Fish Paraplanner 615-377-2935 615-377-1950 email@example.com A Nashville native, Beau was born and raised in West Nashville. Beau graduated from Father Ryan High School, then went on to receive an undergraduate degree at the University of Tennessee, and then furthered his education with a master’s degree in business administration with a concentration in Finance from Tennessee State University. Since graduating, Beau has worked in various positions in the business world and looks forward to a long career in this industry. He is passionate about helping others, including his volunteer work with Saddle Up non-profit. In his free time, Beau enjoys playing golf, seeing live music, and cheering on the Vols! Cindy Poole Executive Assistant 615-377-2935 615-377-1950 firstname.lastname@example.org Roussel & Associates was blessed to hire Cindy shortly after her move to Franklin from Colorado, where she was the primary assistant in and LPL branch office. Cindy is often the friendly voice you find on the other end of the line and works with all of our clients to manage their service needs. When she's not being a rockstar in the financial world, Cindy enjoys spending time with her husband and family, as well as all things outdoor. Michelle Josleyn 615-377-2935 (615) 377-1950 Michelle joined Roussel & Associates with more than 30 years of combined financial services experience across the fields of mortgage lending and real estate. Michelle is hard-working and extremely conscientious, making it her goal each day to provide our clients with the pinnacle of service. She’s diligent about helping those with whom she works make the best financial decisions for their personal situation. While insurance and retirement planning wasn’t in her experience wheelhouse, it’s been a smooth transition that she has made appear easy. When she isn’t hard at work for our clients, Michelle enjoys cooking, hiking, time with her two sons, family and friends.