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Meet Our Team

Ken Coulthard, CFP®

Financial Professional


Ken Coulthard is the program manager for Southeast Financial Wealth Management. He's been in the financial services industry for over 30 years with a focus on serving credit unions and their members.

Ken is a graduate of Wake Forest University and a CERTIFIED FINANCIAL PLANNER™ with an Executive Certificate in Financial Planning from Belmont University. He is a member of the Financial Planning Association of Middle Tennessee. Ken has been married to his wife C.J. for over 30 years, and they have two college-aged boys – Ben and Will.

Ken’s passion is helping credit union members and their families be properly insured and be on track toward their future retirement and retirement income goals.

David Harlan

Financial Professional


David Harlan wants to empower all credit union members to take control of their financial future.

After graduating from Auburn University with a degree in finance, David moved to Franklin, TN. For almost 25 years, he's worked in the financial services industry both as a personal banker and financial professional.

David and his wife Melissa married in 2006 and have three children: Jackson, Madison, and Mason. He enjoys coaching youth sports, playing golf, investing, and spending time with family.

Jodie Smith

Financial Professional


Jodie Smith has been in the financial services industry for over 22 years. Her passion is helping members pursue their financial goals. Working together, she’ll help you make sound financial decisions consistent with your comfort level, time horizon and life goals.

Jodie and her husband, Andy, have been married for 23 years. They have two children, Maekayla and Corban. They enjoy many outdoor activities and spending time with family and friends.

Lori Beth McAlpin

Associate Financial Professional



Lori Beth McAlpin is passionate about financial planning and investment management and helps members by adding clarity to their financial picture. As your financial partner, you'll work together to create a roadmap to retirement. Lori Beth will help evaluate your situation, provide recommendations, and coordinate your investment and insurance choices so that you can retire confidently and maintain your current lifestyle with as little bumps in the road as possible.

Lori Beth has nine years industry experience and graduated from the University of Alabama with a degree in Finance and Economics. In her spare time, she enjoys anything outdoors and investing in her family.

Katryna Wright

LPL Registered Sales Assistant


Born in Toronto but a Nashville resident since 1989, Katryna has served Southeast Financial Credit Union Members and clients of the Wealth Management program since 2010. Katryna and her husband have two children, two cats, and two shepherds. She recharges her batteries with gardening, yoga, music, and time with family and friends.  

Risa Wright



Risa Wright has been a part of Southeast Financial Wealth Management since 2012. Risa and her husband enjoy celebrating life to the fullest, being involved in their church, and spending time with their two married sons and their families.

Lorraine Mata



As a program coordinator, Lorraine prides herself in supporting each of the financial professionals and is dedicated to creating strong relationships with members and clients. In her free time, Lorraine enjoys spending time with her family and staying active through Zumba classes. She is a proud mother who takes joy watching her two children play college baseball and softball. 

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