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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.

Katryna Wright

LPL Registered Sales Assistant


Katryna Wright has been with Southeast Financial Wealth Management since 2010. Born in Toronto, but a Nashville resident since 1989, she and her husband of over 30 years have two children, two cats, and a German shepherd. When she's not supporting advisors, credit union members, and clients, Katryna's favorite things include spending time with family and friends, listening to music, and practicing yoga.

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.

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