Our Investment Management Team’s Credentials
Participate in planning strategies typically reserved for family offices and the ultra-high net worth.
You will benefit from our vast network of professionals who specialize in complementary fields.
Bruce Carlton, CLU
Co-Founder & CEO
Bruce has over 40 years of experience in the financial industry. Bruce is married to Cathy and they have three children, two of whom are in the business. He's also held advisory positions with numerous corporate, institutional, and non-profit organizations. When Bruce isn't working, you can find him at Center Hill Lake with family and friends. His other interest is thoroughbred horse racing both as an owner and fan.
Co-Founder & President
Kyle started his career in financial services in 2004 with a focus on wealth transfer and estate planning. In addition to Carlton Wealth, Kyle also trains advisors across the country on practice management and the same financial strategies used at Carlton Wealth. Kyle is married to Jenny and they have three children. When not working, you can find him on Center Hill Lake or cycling through Williamson County.
Adam has over 10 years in financial services specializing in case design and estate planning. He previously was in retail management with a focus on operations, safety, and security. When he is not working or volunteering, you can find him riding his motorcycle through the Tennessee countryside.
CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA
A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.
Caitlyn heads up client communications, business development, and extending our reach to new relationships. When not working, she enjoys spending time with her Golden Labrador, Nala, and being at Center Hill Lake with her family and friends.
Donald’s passions include helping clients create positive custom financial results by building relationships, listening, understanding, and then applying his diverse background of skills and experiences. These experiences include owning and operating small businesses, managing a cattle and hay farm, creating success with an array of financial solutions, and creating in 2008 a client-centric (before fiduciary became a marketing term) middle Tennessee-based financial planning firm. Donald’s skills in planning, organization and analytics were formed early in Military electronic test engineering at Texas Instruments. The sum of these experiences supports Donald’s ability to consult with individuals and business owners about many subjects to include assuring clients understand and value the balance needed between risk (asset protection) and investment growth.
Lisa Biles Thomas
Lisa’s smile, laugh, and genuine love for people is contagious! She feels as though it is an honor to help people realize their life goals and dreams. Lisa received her degree from the University of Alabama at Birmingham. She is committed to learning and growing to best serve others, partnered with founded and true financial professionals. She enjoys speaking and ministering with a lively spirit. Lisa and her husband, Dart, reside in Franklin, Tennessee, and are Blessed to work together.
Bill Fjeran, CFF (Certified Financial Fiduciary) has 50 years of experience in the Financial Services arena. He has been a consultant to several insurance companies and has trained hundreds of salespeople in Tax-Qualified Plans and Employee Benefits. He has lectured widely on Tax Sheltered Annuities (403b) at colleges, universities, hospitals, and various teacher organizations though-out the southeast. Living in Greenville, SC for over 23 years Bill and his wife Dana of 36 years, enjoy spending time hiking, biking, and jogging in and near the Blue Ridge Mountains.
Peace of mind knowing your money stays with established firms you can trust: