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Our goal is to help our clients achieve a better lifestyle now and in the future.



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Bruce Carlton

CEO

Robert Bruce Carlton, CLU

CEO

Bruce has over 40 years of experience in the financial industry. Bruce is married to Cathy and they have three children, two of which are in the business. He's also held advisory positions with numerous corporate, institutional and non-profit organizations. When Bruce isn't working, you can find him at Center Hill Lake with family and friends. His other interest is thoroughbred horse racing both as an owner and fan.

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Kyle Carlton

President

Kyle Carlton

PRESIDENT

Kyle started his career in financial services in 2004 with a focus on wealth transfer and estate planning. He is an Investment Advisor Representative with First Advisors National, an SEC Registered Investment advisory firm.  

Kyle is married to Jenny and they have two girls and one boy.  He is active in several local non-profit organizations and when he's not at the office, you can find him on Center Hill Lake or cycling on Williamson County's backroads.

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Adam McKnight

Advisor

Adam has over 10years in financial services specializing in case design and estate planning. He previously was in retail management with a focus on operations, safety, and security. When he is not working or volunteering, you can find him riding his motorcycle through the Tennessee countryside.

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Caitlyn Carlton

Business Development

Caitlyn and the business solutions team help small business owners; win more business, operate more efficiently, and retain the best employees while minimizing liability.

When Caitlyn is not working, she enjoys being at Center Hill Lake with friends and family.