Haumschilt Wealth Team

My practice is built on two principles: always being honest with clients, and helping them make decisions based on their best interest, not mine. There are two keys to achieving a financially independent future – the willingness to defer gratification (by saving and investing rather than spending), and the presence of a financial advisor in one’s life in whom they can have complete trust.

We work closely with clients to implement investment strategies designed to build wealth through comprehensive financial planning and top-notch customer service.

If having a personal relationship with an advisor you can trust is important, we would be happy to schedule a complementary consultation.

*Haumschilt Wealth Team is independent of Raymond James.

Team Members

  • Brandon Haumschilt, CFP®

    Financial Advisor, RJFS

      Email me

    Brandon is a CERTIFIED FINANCIAL PLANNER™ practitioner. 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. He holds Series 7, 66, life, health, long-term care and annuity insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ certification.

    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.

  • Jordan Wedell

    Financial Advisor, RJFS

      Email me

    Jordan is unique in the sense that since he was in middle school, he knew exactly what he wanted to do when he grew up – become a Financial Advisor. Both his father and brother are in the industry and have continued to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients.

    Jordan works alongside Brandon through several administrative aspects of the financial planning process, as well as acting as our Director of Marketing for our team. His attention to detail and focus on helping others allows us to provide top-notch customer service.

    Prior to joining Southwestern Investment Group, Jordan began his career as an entrepreneur. Over the past several years he has helped build and grow early stage businesses resulting in the launch of a disruptive unlimited-flight booking service, establishment of the North American sales and marketing headquarters for a European corporation, as well as doubling the bottom line revenue of an established corporation in less than two months.

    Jordan was born and raised in the suburbs of Chicago, IL and is a graduate of the University of Kentucky. For the past three and a half years however, he has been grateful to call Nashville home.

  • Mary Jeanette Rowlett

    Client Operations | Branch Associate, RJFS

      Email me

    Mary Jeanette Rowlett grew up in Atlanta, but fell in love with middle Tennessee when she attended Vanderbilt. Mary Jeanette 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. She and her husband are now happily settled back into Franklin.