About Us
Our Team is laser-focused on providing you the very best in money management, with both strategic and tactical investment platforms, along with creating an environment in which you will succeed…based on your goals, not ours.
Michael Wallin
Managing Partner
Michael R. Wallin, a Certified Financial Planner™ Professional (CFP®), believes that all aspects of a client’s life must be considered when building an effective plan.
Through a consultative approach with the client, Michael explores what is important to the client now and in the future. Having spent more than 20 years in advanced case consultation, analysis, and design, Michael has extensive experience building comprehensive financial plans designed to reach a client’s financial independence.
Michael is the past Chairman and President of the Middle Tennessee Chapter of the Financial Planning Association (FPA).
Allen Hargis
Partner
Allen Hargis, a Certified Public Accountant (CPA), Retirement Income Certified Professional (RICP®), brings more than three decades of advanced tax, income, and wealth accumulation experience to his clients.
As a retired Colonel of the Arkansas National Guard, having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team.
Allen also serves as the Chief Financial Officer for Optivise Advisory Services.
Cory S. Colquette
Partner
Serving as Optivise’s Chief Investment Officer, Cory’s advanced knowledge of investment management, estate planning, and wealth management helps steer investment committee meetings, shape Optivise’s money management offerings, and look for innovative solutions designed to position advisers and their clientele for success.
With over 15 years of experience in the financial industry, Cory Colquette is licensed as a Certified Public Accountant (CPA) in the state of Tennessee as well as licensed in life and health insurance in the state of Tennessee. He is a member of professional organizations such as the American Institute of Certified Public Accounts (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).
Cory actively supports many local charities and non-profits including his local Church; he is a former board member of a local charitable organization, the Men’s Ministry Network.
Scott B. Magoon
Adviser Development & Communications
Scott holds a Certified Fund Specialist™ (CFS™) designation with a Certification in Alternative Investments. As a third-generation financial professional with over 20 years of experience in the financial services industry, Scott started as a wholesaler in Denver for one of the largest Insurance Marketing Organizations in the country. Later, he went on to help start and grow other financial firms, including a Broker-Dealer and a few Registered Investment Advisors. Rapid success came from working closely with financial advisers and intensely focusing on not just case design assistance, but from introducing a more business consultant, team-oriented, and adviser-centric service model approach…something nobody else in the industry offered at the time, that had advisers’ practices soaring. This philosophical approach remains the foundation of Optivise’s service model today.
Scott holds a Series 65 investment license and Life and Health Insurance licenses, also previously holding Series 7 and 63 FINRA licenses. Scott also holds a Certified Fund Specialist™ (CFS™) designation and a Bachelor’s degree in Corporate Communications from Texas A&M University, with a focus on Business and International Relations.
Kyle Davis
Case Design Analyst
Kyle Davis has 22 years of experience in the financial services industry. He has an extensive background in advanced case planning, retirement planning, charitable planning, investment research/analysis, and income planning. Kyle has worked as a Registered Representative, Financial Advisor, and Investment Advisor Representative enabling him to understand the needs of clients and managing their investments and financial planning needs.
Kyle currently has securities registration as a Series 65 FINRA licensed individual and has been registered in the past as Series 6,7, 63, and 66. Kyle also holds a Life and Health insurance license.
Kyle has a certification in Retirement Planning from the Life Underwriting Training Council, an FLMI designation from the Life Office Management Association, as well as post-graduate certification in Paralegal Studies.
Kyle also earned a Bachelors of Science Degree from Austin Peay State University and an MBA from Thornewood University.
Brett Wright
Financial Adviser & Investment Advisor Representative
Brett Wright is a dedicated Financial Advisor and Investment Advisor Representative with Wallin & Hargis, a firm under Optivise Advisory Services, LLC, located in Franklin, Tennessee. Since joining the team in March 2023, Brett has been focused on helping clients achieve financial freedom through personalized financial planning. With a nurturing approach, he engages with clients sincerely, ensuring their needs are met with tailored solutions.
Brett’s nearly decade-long experience in ministry has instilled in him a deep sense of service and leadership, which he now brings to his financial practice. His background as a pastor has shaped his ability to connect with clients on a personal level, making him a trusted advisor who truly listens and understands their unique situations.
At Wallin & Hargis, Brett’s work includes life insurance, personal financial planning, and other financial services. Additionally, Brett directly supports clients of Optivise, further extending his commitment to helping people achieve financial peace of mind.
Brett holds his Series 65 securities license, along with his Life and Health insurance licenses for TN and some surrounding states.
Bradford Hancock
Director of Talent Acquisition
Bradford Hancock is the Director of Talent Acquisition at Optivise, where he brings over 12 years of specialized experience in the talent acquisition field. His career in recruiting began in the healthcare sector, where he served as a physician recruiter for a division of Tenet Healthcare. In this role, Bradford placed numerous physicians in critical positions, ensuring that clinics were staffed with top medical professionals. He then transitioned to the veterinary space, where he excelled as an Emergency Room (ER) recruiter for a division of NVA. His work in these roles has provided him with a deep understanding of the unique challenges and demands in human and animal healthcare industries.
Before talent acquisition, Bradford had a successful career in pharmaceutical sales. This background provided him with a strong foundation in communication, relationship-building, and the intricacies of the healthcare market, skills that have served him well in his recruiting career.
A native of Hopkinsville, Kentucky, Bradford is a 1994 graduate of the University of Kentucky, where he earned a Bachelor of Arts degree in Communications. He resides in Franklin, Tennessee, with his family and remains actively involved in his church community.
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