Contact us today to find out how we can help with your financial needs.
Choosing To Partner With Us
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are your financial partners. That means when you have any financial decision to make you can look to us as your trusted resource. We are confident you will appreciate our unbiased and thoughtful approach to every detail of your financial life.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong risk managed planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Do you know:
When you can retire?
When to take social security?
How much risk you are taking with your investments?
When to take your pension?
Will you run out of money during retirement?
Are you on track for your goals?
Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.
Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Let Us Test Your Investments For Proper Risk
Taking too much or too little risk can greatly affect the outcome of your long term goals.
Learn more about our amazing team of professionals by clicking their photos.
CERTIFIED FINANCIAL PLANNER
Mr. Hooks is a CERTIFIED FINANCIAL PLANNER ™ and co-founder of Harvest Wealth Management. Lee enjoys working with new and existing clients to help them grow and manage their wealth. Lee Hooks is a graduate of Santa Clara University's Masters of Business Administration program where he holds a concentration in finance. Mr. Hooks also holds a certification in Financial Planning from Boston University.
Santa Clara's MBA program is consistently ranked as one of the top 10 business schools in the United States, by U.S. News and World Report magazine. Mr. Hooks has also earned the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.
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 Middle Tennessee where he is able to donate his financial expertise.
Mr. Hooks enjoys working with your CPA and attorney to create a lasting legacy for your family that will endure for generations. Lee also enjoys golfing, traveling and spending time with his lovely wife and kids.
Lee's vision is to be the trusted adviser for you and your family.
Bradd Kimes is a financial planner and co-founder of Harvest Wealth Management. After graduating from Western Kentucky University in 1993, Mr. Kimes began his professional career as a small business owner managing merchandise accounts for some of Nashville's biggest entertainers. During this time he worked with Nashville's most prestigious CPA firms. Mr. Kimes holds Securities Series 7, 63, and 66 registrations through LPL Financial as well as various Life and Health insurance licenses.
Bradd served on staff at two churches in the area both in youth and children's ministry. He is the past President of the Spring Hill Kiwanis club. Mr. Kimes currently serves on the board of Destiny Church and is a past board chairman for Zion Christian Academy.
Bradd is married to Charity, his wife of 22 years, and has three children. After seeing the beauty of Maury County on a drive in 1995 they decided to move and have been Maury county residence ever since.
It is Bradd's hope that he makes a positive difference in the lives of all his clients and his community.
Julie Hatfield is our operations manager at Harvest Wealth Management. She began working in the financial industry in 1989 as a bank teller and spent the next 25 years at banks or financial institutions in customer and client account service. Julie enjoys music and plays violin and piano. She is a member of the Brentwood Baptist Church and orchestra and the Nashville Praise Symphony. Julie is married to James and has three grown children.
Client Services Associate
Regina is a licensed Client Services Associate. She has warmly served clients of financial services firms since 2005. Her prior positions in administrative roles in legal and accounting areas have built a broad base of well-rounded experience. She is a member of Santa Fe Baptist Church. In her spare time, she enjoys camping, gardening and hiking with her husband.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Harvest Wealth Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:
Alabama (AL), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Hawaii (HI), Illinois (IL), Indiana (IN), Kansas (KS), Kentucky( KY), Louisiana (LA), Maryland (MD), Michigan (MI), Mississippi (MS), Missouri (MO), New Hampshire (NH), New Mexico (NM), New York (NY), North Carolina (NC), Oklahoma (OK), South Carolina (SC) Tennessee (TN), Texas (TX), Virginia (VA), Wisconsin (WI).