Meet the professionals who can help you pursue your goals!

Meet the Team in Nashville

The team behind e3 Wealth Nashville is made up of fiduciary financial professionals who are passionate about helping individuals and families Advance and Protect their personal economies.

Andrew Long 2021

Andrew Long Owner and CEO, Head Financial Advisor

Andrew has been practicing comprehensive wealth planning for over a decade and takes an educational approach to his wealth management practice. He takes the complex and makes it simple by empowering his clients with knowledge. Investing and retirement planning can so often create fear and uncertainty in our lives but strengthening our personal financial knowledge and supporting it with a sound financial plan can eliminate fear, remove uncertainty, and even make the process enjoyable.

 

Andrew serves his client family across the country from Nashville Tennessee. He has appeared on Nashville’s NBC affiliate station, WSMV Channel 4, on many occasions during their “Money Matters” segments and hosted Nashville’s “The Clear Retirement Show” on 1510 WLAC News and Talk Radio through iHeart Radio from 2015-2020. More recently he was featured in Forbes where he discusses and navigates the importance of tax diversification in addition to asset diversification. Educating is one of the most rewarding parts of Andrew’s career and he has proudly hosted more than one hundred financial education events and has been implemental in the education and planning of thousands of retirement plans.

Savannah Rodriguez 2021

Savannah Rodriguez COO, Events coordinator, client experience supervisor

Savannah prides herself in her work and supports the e3 Wealth Nashville client family in addition to the e3 Wealth Nashville team itself. She designs and orchestrates e3 Nashville’s many educational events as well as client appreciation gatherings. You will also likely hear her on the phone, helping clients navigating questions and helping them get connected to the right e3 team member for answers.

 

The world of financial education is a fascination for Savannah. Growing up there was plenty of focus put on working hard for your money, but there was not much education on how to manage money once it’s earned, and no mention at all on how to make your money work hard for you. Savannah uses her years of operations and logistics experience to support the team of e3 Wealth Nashville and loves sharing her gained knowledge with our client family. Her heart closely aligns her values with giving back to her community and helping others.

Heather Dawn

Heather Dawn, Customer service specialist, events assistant

Heather comes from a background in the non-profit sector and has a heart for serving her community. More recently Heather’s experience as an entrepreneur has given her the confidence and desire to support others in their entrepreneurial endeavors and reach their goal towards financial independence. Heather loves getting to know people and learning what brings them joy. Her role with the e3 Wealth Nashville is focused on building connections and confidence within our wonderful client family, as well as assisting Savannah in operational support and special event planning.  

 

Heather believes that financial knowledge inspires financial freedom, and that when you invest in your financial future, you not only invest in emotional, mental, and physical security— you also open yourself up to greater opportunities of living out your life’s purpose and inspiring others to do the same.

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