Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Franklin

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Ben Kautz

Ben Kautz, CFP®

Executive Managing Partner, East Division

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Art Haws, CPWA®, CFP®

Partner

David Hardenbergh, CFP®

Wealth Advisor

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor

W. Cam Goodwin, CFP®

Sr. Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Brandon Williams, CFP®

Financial Planner

Elizabeth Smith

Client Service Specialist

Lisa Butler, FPQP®

Manager, Client Service

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