Team
Our Mission: Charting the Course to Discover & Achieve Your Dreams.
By using a team approach, our group is able to provide the highest level of customized service possible for our clients.
We function as a cohesive unit when providing financial planning, wealth management, and investment strategies for our clients. This approach maximizes the knowledge and resources we are able to offer, as well as our availability to assist you personally.
We believe in giving everyone seamless, proactive service while anticipating your needs before they are expressed.
Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners, a registered investment advisory firm in Hixson, Tennessee. A 20+ year industry veteran, he contributes guest articles for...
For over twenty years Robert has enjoyed working with clients to make sure all the details are looked after in their financial lives. His clients appreciate his conscientious approach to helping them achieve their goals and managing...
Dan Norey came back to the Financial Industry with Franklin Wealth Management in February of 2013. Previously, he had worked with Ameriprise Financial as both a Registered Principal (a compliance officer) and as a financial advisor for...
Corey has been the Operations Manager with Franklin Wealth Management since April of 2015. Before moving to Chattanooga, he was in the mortgage industry as a senior closing agent and notary for 11 years...
Jennifer handles human resources and administration for Franklin Wealth Management. Jennifer and her husband, Joe, have three kids...
Carter Payne joined Franklin Wealth Management in June of 2018. He brings with him 25 years experience in the finance industry, including his most recent position as Finance Director...
Arlene Swallows
In Memorium
Arlene is still with us in spirit even if she can no longer be with us in person. To visit Arlene's memorial page please click here.
Tammy has worked in Marketing for over 15 years. She spent several years as the Director of Marketing for one of the region's top event companies, where she brought ROI strategies to hundreds of local and regional corporations. Tammy,...