Time

Monday to Friday
9AM – 5PM
Saturdays by
Appointment

Phone:

Hot Springs, AR: (501) 984-6300
Franklin, TN: (629) 235-7500
Columbia, TN: (931) 388-6116
Chattanooga, TN: (615) 427-2443

Mountain Brooke Wealth Management is NOW Wallin & Hargis.

Wallin & Hargis is an elite tax, investment, estate, and financial planning company. Our clients enjoy a one-stop experience in tax planning, building wealth, and executing a financial plan for their retirement years.

What You Can Expect…

Honest Communication

Integrity

Attention to Detail

Trustworthy Relations

Caring Professionals

About

Michael Wallin

Michael R. Wallin, a Certified Financial PlannerTM Professional (CFP®), believes that all aspects of a client’s life must be considered when building an effective plan.  Through a consultative approach with the client, Michael explores what is important to the client now and in the future.  Having spent more than 20 years in case consultation, analysis, and design, Michael has extensive experience building financial plans designed to reach a client’s financial independence.  Michael is a leader in the industry, serving on several boards, including the Middle Tennessee Chapter of the Financial Planning Association (FPA).

Allen Hargis, CPA, RICP

Allen Hargis, a Certified Public Accountant (CPA), Retirement Income Certified Professional (RICP), brings more than three decades of tax, income, and wealth accumulation experience to the team.  As a retired Colonel of the Arkansas National Guard having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team. Allen has given more than 25 years of tax preparation and income planning in the Hot Springs Villiage community.

(501) 538-6676

Brett Wright

Brett Wright is a dedicated Financial Advisor and Investment Advisor Representative with Wallin & Hargis, a firm under Optivise Advisory Services, LLC, located in Franklin, Tennessee. Since joining the team in March 2023, Brett has been focused on helping clients achieve financial freedom through personalized financial planning. With a nurturing approach, he engages with clients sincerely, ensuring their needs are met with tailored solutions.

Brett’s nearly decade-long experience in ministry has instilled in him a deep sense of service and leadership, which he now brings to his financial practice. His background as a pastor has shaped his ability to connect with clients on a personal level, making him a trusted advisor who truly listens and understands their unique situations.

At Wallin & Hargis, Brett’s work includes life insurance, personal financial planning, and other financial services. Additionally, Brett directly supports clients of Optivise, further extending his commitment to helping people achieve financial peace of mind.

Brett holds his Series 65 securities license, along with his Life and Health insurance licenses for TN and some surrounding states.

Ready to Start?

Book a call with us to talk over your financial goals and questions and how we can work together to help you build wealth and gain financial freedom.

Send us your contact information and we’ll be in touch within 1 business day to schedule your call, video, or personal visit.