NASHVILLE - Key Persons

Job Titles:

• Financial Advisor
• CERTIFIED FINANCIAL PLANNER

Brandon is a CERTIFIED FINANCIAL PLANNER™ who built his practice, Haumschilt Wealth, on two principles: always being honest with clients and helping them make decisions based on their best interest. He provides his clients with sound investment strategies designed to build wealth through comprehensive financial planning. He works closely with his clients to thoroughly understand their goals, objectives and underlying financial positions - and then create customized investment portfolios, utilizing his access to a diverse group of money managers and industry experts. Brandon specializes in helping his clients employ tax planning strategies, transfer wealth, effectively save for retirement and generate an income stream. What Brandon loves most about working with clients is helping them realize what they will do once they become financially independent. He believes waking up with meaning and purpose is what clients have to look forward to in retirement. Brandon earned a bachelor's degree with a specialization in finance and marketing from Samford University. He worked in our parent company for four years and then went on to establish an Edward Jones office before joining Southwestern Investment Group. He holds Series 7, 66, life, health, long-term care and annuity insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ certification.

Job Titles:

• Client Service Specialist

Mary Jeanette is the heart and soul of our team. She loves our clients and treats each one like a family member. Her attention to detail and friendly disposition make her one of a kind. She grew up in Atlanta, but fell in love with middle Tennessee when she attended Vanderbilt. She graduated with a B.S. in Geology, but she has gravitated towards accounting and human resources positions over the years. She met her husband through Young Life ministries, and they spent several years in California, Alabama and Georgia working for Young Life. They love to travel and spend time with family. She and her husband are now happily settled back into Franklin. She has two daughters, 4 grandchildren and a pug named Mojo.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.