Mountain Brooke Wealth Management is NOW Wallin & Hargis.
Wallin & Hargis is an elite tax, investment, estate, and financial planning company. Our clients enjoy a one-stop experience in tax planning, building wealth, and executing a financial plan for their retirement years.
What You Can Expect…
• Honest Communication
• Integrity
• Attention to Detail
• Trustworthy Relations
• Caring Professionals
About
Michael Wallin
Michael R. Wallin, a Certified Financial PlannerTM 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 case consultation, analysis, and design, Michael has extensive experience building financial plans designed to reach a client’s financial independence. Michael is a leader in the industry, serving on several boards, including the Middle Tennessee Chapter of the Financial Planning Association (FPA).
Allen Hargis, CPA, RICP
Allen Hargis, a Certified Public Accountant (CPA), Retirement Income Certified Professional (RICP), brings more than three decades of tax, income, and wealth accumulation experience to the team. 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 has given more than 25 years of tax preparation and income planning in the Hot Springs Villiage community.
(501) 538-6676
Ready to Start?
Book a call with us to talk over your financial goals and questions and how we can work together to help you build wealth and gain financial freedom.
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