This feature is a question-and-answer session with a Blount County Chamber member. So, here we go with our 231st installment visiting with Brook Nash of Nash Wealth Advisory, whose purpose is rooted in service—helping individuals, families, and businesses use money as a tool to achieve what matters most to them through thoughtful planning and accountability.
Describe more about what you do. I provide financial planning and investment advice to clients. Some of the common goals that I help clients with are retirement, education, estate planning, tax management and employer retirement plans.
How did you get started? I started as an advisor after a 20-year career as an engineer. I started with a large, national broker dealer. After 5-years with them, I decided that the independent advisor model better suited my preferences.
What is your background? I am a business owner. In addition to obtaining the necessary licenses to practice as a Wealth Advisor, I am a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor® & a Certified Exit Planning Advisor (CEPA®).
Describe your customers. I have a variety of clients. I help young families, retirees, business owners, those who work in the trades, engineers, healthcare professionals, preachers, etc. A common trait is that they are good people who love their families and want to be good stewards
What are three things you wish you knew when you started?
1. There is a sales component to this business, as with most businesses. I wasn’t aware of this, but it’s probably good that I wasn’t.
2. A perfectionist mentality can be a roadblock. Strive for excellence, not perfection.
3. No one can predict the future. Plan wisely. Invest wisely. Trust God.
What do you enjoy about this profession? I enjoy the fulfillment of helping clients with their life goals. I am honored & humbled when I am invited into someone’s life to walk alongside them as they plan to send their children to college, as they dream about what they will spend their time doing when they do not have to go to work, as they implement strategies to help future generations and causes that are dear to them. The relationships that are forged by working towards a common goal are very special.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Nash Wealth Advisory is not affiliated with Osaic Wealth or registered as a broker-dealer or investment advisor.