Helping You Pursue Financial and Personal Freedom

The Deering Wealth Team finds fulfillment in helping clients find financial freedom as they transition into retirement. Freedom is more than the number on the bottom of a statement. We believe freedom can be found by serving joyfully, giving generously, and journeying through a well-planned life.

About Us

Our team provides personalized, ongoing guidance for families as they prepare for retirement, transition into retirement, and maintain their retirement. In their later years, our clients often want to give back to their communities and solidify their legacies. Drawing on over a decade of experience, we help them meet these goals.

For years, our clients have referred their friends and families to us for consultations. Our clients highly value the objective and impartial advice they receive as a result of our independence from any particular investment or insurance product line.

The Deering Wealth Team has been providing sound, conservative financial planning since 2002. We’re deeply invested in our client outcomes, and we’ll be there to walk our clients and their families through all the milestones that are part of a well-lived life.

For more information, please go directly to our team website at www.deeringwealthteam.com.

Meet the Team

Learn more about each of the dedicated members of the Deering Wealth Team.

Mark G. Deering, CFP®

Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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James Ridley

Financial Advisor, RJFS

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Jackson Wilcox, CPA

Registered Planning Professional, RJFS

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Janice Williams

Client Operations Specialist

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Hannah Patterson

Client Services Associate

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Katie Centofonti, CFP®

Financial Advisor, RJFS

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Contact Our Team

Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067

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