If we do not save you money, we will give you $100 for Dave Ramsey's Financial Peace
*Member of International Factoring Association (IFA)
*Member of American Institute of Certified Public Accountants (AICPA)
Helping You Achieve Financial Freedom
FREE INVESTMENT ADVICE
We can't predict the future, but we can help you plan for it.
All financial advice is free of charge for our valued trucking customers and military veterans.
Guidance on Individual or Business Retirement Plans or College Planning is free of charge.
401(k) Plans, SEP IRA Plans for Businesses, Individual Retirement Accounts (IRA), ROTH IRA, Educational Accounts for Minors (UTMA/UGMA) or College Planning for children. We can do it all.
CDs, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETF)
With a former Series 7 Financial Advisor for Morgan Stanley Dean Witter on staff, we will be glad to explain or offer free advice on any investment related topic. There is no need to ever pay for a financial advisor or pay a fee for financial advice.
FREE TRANSPORTATION CONSULTATION
Freight Factoring, Fuel Card Programs, Fuel Discounts, Commercial Insurance, Electronic Log Devices (ELD), Tire & Maintenance Programs. Let us help you by offering free financial advice or cost comparisons. If we cannot save you money in at least one area on your P&L, we will give you a free $100 certificate to Dave Ramsey Financial Peace. Ask yourself. If we are this confident, what are you missing out on?
LAKE RENTALS & ECONOMICAL ENTERTAINMENT FOR ALMOST ANY BUDGET
In an effort to achieve work/life balance, we have lake rentals for our customers. Due to supply and demand, rentals need to be booked in advance. Rental Properties are at Beaverdam near Eva, TN which is approximately 80 miles west of Nashville, TN.
(Pontoon Boat optional)
James Bryan Trull, CPA
Finance
Financial & Investment Experience
- Certified Public Accountant (CPA) - State of Tennessee - License #18862
- Member of American Institute of Certified Public Accountants (AICPA)
- VTBL Consulting LLC (2015 to Present)
- Accountant DN&B CPA Firm (2005-2007)
- Stockbroker GE Capital (2002-2007)
- Stockbroker Morgan Stanley Dean Witter (1996-2002)
- Auditor International Paper (1992-1995)
- Independent Consulting Vanderbilt University (1996)
- Independent Consulting Gaylord Entertainment (1995)
Transportation
Factoring, Fuel Analysis & Fuel Card Programs
- Member of International Factoring Association (IFA)
- Transportation Factoring Consultant (2015 to Present)
- Load Connex Fuel Card Program (2021 to Present)
- EFS Regional Sales Manager (2012-2021)
- Comdata Financial Analyst (2007-2012)
- Accountant Pilot Flying J (1995)
- Independent Consulting Load Connex (2021)
- Independent Consulting TruckerPath (2021)
- Independent Consulting TMS Cloud (2020)