FINANCIAL ADVICE TO LIVE AND PROSPER.

WELCOME TO MOUNTAIN BROOKE WEALTH MANAGEMENT

Meet CEO & Founder, Michael Wallin

Our Credentials Mean Business.

Michael R. Wallin founded Mountain Brooke Wealth Management, LLC, to

provide pre-retirees and retirees with a comprehensive financial planning

firm rooted deeply in biblical principles. As the firm's financial architect, he

never uses the “one-size fits all approach”; rather he develops customized

plans to meet his clients' specific short- and long-term needs.

 

Michael combines his 24 years of experience, his Christian values,

and his formal education as a Certified Financial Planner™ and Investment

Advisor Representative to provide his clients with an experience of custom

service built around them. As their needs change, his disciplined approach

to financial planning ensures that their financial strategies evolve with them.

The end result that Michael strives to accomplish is that his clients

understand the why behind the strategies. He works not only to find the

right approach for each client, but also to ensure that they understand why

and how their money is being used to benefit them.

 

Michael received his B.B.A. from Austin Peay State University with a degree in Marketing and an emphasis in Sales. He attended Belmont University for his qualification courses to sit for the Certified Financial Planner™ designation.

 

Michael is a board member of the Middle Tennessee Chapter of the

Financial Planning Association.

 

Along with his wife, Tarryn, they attend Gateway Church in Franklin, TN, and count their blessings to be parents to two beautiful daughters.

MICHAEL R. WALLIN, CERTIFIED FINANCIAL PLANNER™, LUTCF | INVESTMENT ADVISOR REPRESENTATIVE

Mountain Brooke Wealth Management | 109 Holiday Court, Suite A6  | Franklin, TN 37067 | 888-302-5559

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