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...
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...
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.