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Serving Others the Way We Would Want to Be Served

Our team loves helping people make prudent decisions with their wealth that are in their best interests. We do this by getting to know each of our clients personally. We work with them to understand their current financial situations, as well as their hopes, dreams, and goals for the future.

About Us

At heart, our team is focused on serving and educating our clients so they can make the best financial decisions possible. Even though the market can’t always be predicted or controlled, we pride ourselves on the counsel we offer our clients. Through our guidance, they learn how to best respond to changes in their lives and in the economy.

We have built our practice on one simple principle: Serve people the way you would want to be served. We do our best to provide service to our clients that is second to none. It’s our delight and honor to do so.

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Meet the Team

Learn more about each of the dedicated members of the Chris White Wealth Team.

Chris White, CFP®, CKA®, ChFC®

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

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Brian Reichenbach, J.D., CFP®, CDFA®

Wealth Advisor, RJFS

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Ellie Estes, CFP®

Wealth Advisor, RJFS

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Carly Oliver

Team Lead

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Kerianne Jenkins

Executive Associate

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Katya Quandt

Financial Planning Executive

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Contact Us

Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-6099

Latest Resources

  • What Is Your Financial Purpose?

    July 17, 2019

    Michael Purifoy shares four questions you should ask when seeking to achieve your financial purpose.

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  • Counting Down To Retirement: Planning Retirement Finances At Every Stage In Your Career

    July 17, 2019

    It’s never too early or too late to start thinking about retirement funding.

    Read More

  • Preserving Your Wealth: The Best U.S. Cities for Retirement

    July 17, 2019

    Choose a city that fits your retirement budget, while also giving you the post-work life of your dreams.

    Read More

See More Resources