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

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    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.

  • Danielle Coryer

    Danielle Coryer

    Financial Advisor, RJFS

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    Coming Soon

  • Mary Jeanette Rowlett

    Client Operations | Branch Associate, RJFS

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    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.