Goodlettsville, TN Office

Jeffrey Atchison is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at Alphastar Capital Management LLC, Sageguard Investment Advisory Services, and Brookstone Capital Management LLC. Outside of advising, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group provides investment supervisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of strategic and tactical asset allocation across diverse model portfolios and offers educational seminars to prospective clients.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Alphastar Capital Management. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products to clients. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension plans, and business entities. The firm offers both discretionary and non-discretionary portfolio management, combining strategic and tactical asset allocation across various model portfolios and investment sleeves.

Jeffrey Ward is a financial advisor with SageGuard Financial Group, LLC and holds Series 65 and Series 63 licenses. He has one year of experience in financial advisory and has previously worked in residential real estate sales, serving as president of Realty N Motion Inc. Additionally, Ward is licensed to sell life and health insurance policies and is affiliated with multiple carriers through the Financial Independence Group. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines strategic and tactical asset allocation across various model portfolios and offers educational seminars as part of its client development approach.

Darwin Johnson is a financial advisor at SageGuard Financial Group, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SageGuard in various capacities since 2009, including a recent tenure at Alphastar Capital Management LLC. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach blends strategic and tactical asset allocation across diversified model portfolios and incorporates public educational seminars as part of its client outreach.

Paul Good is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining SageGuard, he worked at Equitable Advisors and has also held coaching roles with Tennessee United Soccer Club and Merrol Hyde Magnet School. Outside of financial advising, Good serves as a goalkeeper director and head boys’ soccer coach, organizing training and managing soccer programs. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management, combining strategic and tactical asset allocation across various model portfolios and investment sleeves, and conducts no-charge educational seminars as part of its client outreach.

John Brewington is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining SageGuard, he worked at Allstate and has held various roles in nonprofit and church organizations. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management and conducts public educational seminars as part of its client outreach.

Chad Wood is a Series 65 licensed advisor at SageGuard Financial Group, LLC with four years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC and Pineywoods Financial, where he has also served as an account manager. Outside of his advisory work, he was involved with Muy Grande Outdoors LLC and TW Group LLC. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to a range of clients including individuals, high-net-worth clients, and business entities. The firm offers a mix of discretionary and non-discretionary portfolio management, and conducts educational seminars as part of its client outreach.

David Perez is a financial advisor at SageGuard Financial Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SageGuard and Alphastar Capital Management, as well as Regions Bank. Perez is the owner and founder of Union Financial Services, LLC, which focuses on annuity and life insurance sales and planning. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s approach includes both discretionary and non-discretionary management, strategic and tactical asset allocation across diverse model portfolios, and offers public educational seminars as part of its client outreach.

Brian Ruttenbur is a financial advisor at SageGuard Financial Group, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Drexel Hamilton, LLC and Imperial Capital, LLC. Ruttenbur is also involved with Alarm.com and Smart Rent. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management and conducts no-charge educational seminars and workshops for prospective clients.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with a Series 65 credential and three years of industry experience. She has previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an insurance agent. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a mix of discretionary and non-discretionary management and offers public educational seminars as part of its client development.

David Cowee is a Series 65-licensed advisor with 19 years of industry experience. He is currently with SageGuard Financial Group, LLC and has prior experience at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Cowee is president of Pineywoods Financial and serves as an elder on the board of Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a distinctive investment approach that combines strategic and tactical asset allocation across diversified model portfolios and offers public educational seminars as part of its client outreach.