Lee holds Securities Series 7, 24, 63, and 66 registrations through LPL Financial as well as various Life and Health insurance licenses. Prior to working in the financial planning industry Mr. Hooks was employed by one of the 5 largest CPA Tax firms in the nation. Lee worked in the tax strategy department where he helped companies like Microsoft, Intel and Cisco develop tax strategies that would help improve their success. Mr. Hooks is active in his church and community.
Lee serves on various charitable boards and organizations in the Middle Tennessee where he is able to donate his financial experience. Mr. Hooks enjoys working with your CPA* and attorney* with the goal of creating a lasting legacy for your family that will endure for generations. Lee also enjoys golfing, traveling and spending time with his lovely wife Therese and children Colton and Ruby. Lee's vision is to be the trusted adviser for you and your family.
Michael Wickberg obtained his Bachelor Degree in Organizational Leadership with a Minor in Sociology and Psychology from Purdue University. He began his career in the financial industry with Edward Jones Investments where he was a Financial Advisor for over 8 years. While working at Edward Jones his branch office was consistently ranked in the top 3 in customer satisfaction within his region. Michael specializes in wealth accumulation strategies, retirement planning, and estate planning strategies.
Michael’s goals are to develop customized financial plans for each individual client that will help them address their financial goals and objectives. His client base consists of pre-retirees, retirees, business owners, and professionals. Michael holds his Securities Series 7, 63, 24, 31 and 66 registrations through LPL Financial as well as his life and health insurance license for the state of Tennessee.
Michael and his wife, Mitzi, have three children, Riley, Mary Jane and Abby. They spend their time boating, traveling, motorcycling, and enjoying the company of family and friends..
Adam is a wealth consultant, helping customers to have the best experience possible in their journey to grow and manage their wealth. Adam is a graduate of Martin Luther College, a small Christian school in Minnesota, with a bachelor of arts. He originally studied to become a pastor, but decided to use his gifts to serve others in finances. Adam holds his Life and Health Insurance License in the state of Tennessee as well as his Series 7, and Series 66 registrations through LPL Financial.
Adam was born and raised in East Tennessee, but recently moved to Spring Hill with his wife, Juliana. Adam loves being an active member at his church, and in his free time, he loves to play golf, watch sports, and try new restaurants with his wife. Adam can’t wait to serve you to help achieve your financial goals!
When we say “Experience the Difference”, we mean it. From the moment you walk in the door, you are treated like family. We have a personal relationship with our clients and make it our business to know your aspirations and dreams, so we can help you work towards them. At Frankewing Wealth Management, relationships are the foundation of our business.
- Traditional Investments
- Mutual Funds
- Government Securities
- Alternative Investments
- Business Retirement Plans
- Estate Planning
- Insurance Planning
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
- Can I retire early?
- Are my investments working hard enough?
- What's a suitable approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?