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Individual commitment to a group effort–that is what makes a team work, a company work, a society work, a civilization work." 

Vince Lombardi

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Bruce Carlton

Client Advocate

Robert Bruce Carlton, CLU


Bruce has over 36 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 B Carlton

Client Advocate

Kyle Carlton


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

Kyle is married to Jenny and they have two girls and a rhodesian ridgeback.  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.

 "Being able to make a true difference in the best part of the job."

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Adam McKnight

Client Advocate

Adam has over 7 years 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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Tim Henderson

Client Advocate

Tim Henderson


Tim started his career following in his father’s shoes as a minister out of college. With a servant’s heart and a passion for financial services, Tim made the transition in 2008.

Tim is married to his high school sweet heart (Kim) and they have three children. When not working, Tim enjoys reading, gardening, and spending time with his family.

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Caitlyn Carlton

Business Solutions

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.