Team
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...
Skip grew up in Dalton, Georgia. He attended the University of Georgia, where he earned a BBA in Finance in 1986. Skip began his career as a Financial Advisor in October 1986, when he accepted a position with a large National Wire...
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 recently joined Franklin Wealth Management as a Paraplanner. He brings with him 25 years experience in the finance industry, including his most recent position as Finance Director...
Maureen started as a Creative Project Manager with Franklin Wealth Management in Spring 2018. She has worked in Project Management in Marketing, Media, Financial Services and Information Technology for 30 years. She earned her Project...
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.