Brandon Haumschilt

Financial Advisor

Brandon is a CERTIFIED FINANCIAL PLANNER^™  professional 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Erin Crosson

Director of Operations, Haumschilt Wealth Team

As the Director of Operations for the Haumschilt Wealth Team, Erin plays a pivotal role in optimizing and leading the team’s operational strategies.

With a focus on overseeing day-to-day operations and driving process improvement initiatives, Erin ensures that the Haumschilt Wealth Team operates efficiently and effectively. Originally from Massachusetts, Erin brings a diverse background to her role, having graduated from SUNY Albany with a BA in Psychology. Her experience in field hockey and golf during her academic years underscores her dedication to teamwork and precision.

Outside of her professional endeavors, Erin finds joy in hosting gatherings, indulging her passion for interior design, and exploring the outdoors through activities like fly fishing. She cherishes the warmth of New England summers with her husband, Sean, and their two charcoal Labradors, Yeti and Blue. 

Kimberly has a way of making you feel instantly at ease—like you’ve known her for years. For her, Human Resources and Marketing have never been just about systems and strategy—it’s about people, connection, and creating a sense of belonging. Whether she’s welcoming a new face, coordinating a community event, or sharing a laugh over coffee, Kimberly brings warmth and intentionality to everything she does. Building relationships is her forte. From the personal touches to just checking in, she goes beyond financial transactions, becoming a friend in the process.

Born in Orange Park, Florida, and raised in Manchester, Tennessee, Kimberly’s journey has taken her across Austin, Atlanta, and Murfreesboro with her husband, Kyle, and their four wonderful kids. Now with the Haumschilt Wealth team, she’s found the perfect place to blend her professional strengths with her passion for people. Organized, empathetic, and full of heart, Kimberly makes every interaction feel meaningful—and makes everyone feel like they matter.

When Kimberly’s not in “travel volleyball and dance mom” mode, you’ll find her outside landscaping, planning events, painting, or trying out new coffee shops. She’s always up for an adventure or something new—and absolutely loves watching football, the Masters, and just about any sporting event. It’s her happy place!