Swatzell Wealth Team

Striving to Improve the Financial Lives of Every Client

At the Swatzell Wealth Team, we know that every client has a unique set of circumstances, goals, and priorities. That is why we are intentional in getting to know you and your personal financial goals. This allows us to deliver a personalized comprehensive plan, tailor-made to help you meet your needs. With over two decades of combined experience, we are committed to providing you the highest level of service, along with the education you need to help achieve financial confidence.

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About Us

With a focus on developing personalized, long-term plans, our team is dedicated to building lasting relationships with our clients in order to serve them well. Through our unique planning strategy, we can help provide reassurance and guidance, even throughout today’s rapidly changing financial conditions. We deliver thorough investment strategies to guide our clients in retirement planning, college planning, insurance, and estate planning – all in a tax-efficient manner.* As a team, we are deeply invested in you and we will always be there to walk you and your family through the many milestones of a fulfilling life.

*You should discuss any tax or legal matters with the appropriate professional.

Meet Our Team

Learn more about each of the dedicated members of the Swatzell Wealth Team.

Lucas Swatzell
Lucas Swatzell

Senior Vice President

615-861-3518

Hannah Colbert
Hannah Colbert

Investment Executive

931-388-3090

Kim Blackburn
Kim Blackburn

Client Services Associate

931-388-3090

Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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Our Location

Franklin Office
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3518

Columbia Office
816 S. Main Street Columbia, TN 38401
931-388-3090

Our Story

Recent Insights

866.712.1657

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