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.

 

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Haumschilt Wealth Team are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC  marketed as Haumschlilt Wealth Team. Investment advisory services offered through SageSpring Wealth Partners.  SageSpring Wealth Partners is registered as an investment adviser and is independent of Raymond James.  Haumschilt Wealth Team is separately owned and operated and not independently registered as a broker-dealer..  Representatives may not registered to offer securities and advisory services in all states. 

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.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners . Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor. Ramsey Solution's relationship and agreement is betweenSageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners . 

Links are being provided for information purposes only. Raymond James is not affiliated and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

About Forbes ranking of Best-In-State Wealth Advisors The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

Chairman’s Council Ranking. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Raymond James Privacy Notice               Raymond James Legal Disclosures

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 and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Haumschilt Wealth Team are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC  marketed as Haumschlilt Wealth Team. Investment advisory services offered through SageSpring Wealth Partners.  SageSpring Wealth Partners is registered as an investment adviser and is independent of Raymond James.  Haumschilt Wealth Team is separately owned and operated and not independently registered as a broker-dealer..  Representatives may not registered to offer securities and advisory services in all states. 

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.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners . Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor. Ramsey Solution's relationship and agreement is betweenSageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners . 

Links are being provided for information purposes only. Raymond James is not affiliated and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

About Forbes ranking of Best-In-State Wealth Advisors The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

Chairman’s Council Ranking. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Raymond James Privacy Notice               Raymond James Legal Disclosures