Whit Hagan serves as a Financial Planner, working alongside Brandan and Sara to deliver a disciplined and highly intentional financial planning experience.
A Nashville native, Whit earned his degree from the University of Tennessee, Knoxville, before entering the financial planning profession. Early in his career, he distinguished himself not only through technical ability, but through his ability to think deeply, communicate clearly, and take ownership in meaningful ways.
His perspective on money and planning is rooted in personal experience. Growing up, Whit witnessed both extremes financially—seasons of abundance and seasons of stress. He saw firsthand how avoiding conversations around money can create uncertainty, pressure, and disconnection. That experience now drives his work, helping clients confront what they’ve been avoiding and bring clarity to what once felt overwhelming.
Whit’s development has also been shaped by failure. After attempting to build a business in college without the systems required to sustain it, he learned a lesson that continues to guide him: meaningful outcomes require consistency, focus, and disciplined execution—especially when it’s inconvenient.
Within the team, Whit plays a central role in analysis, strategy development, and implementation. He is known for his ability to slow complex situations down, understand what truly matters to clients, and help them take clear, actionable steps forward without unnecessary complexity.
He often expresses a simple belief: most people don’t have a money problem—they have a foundation problem. His work is centered on helping clients build that foundation so their financial decisions align with their priorities and support the life they’re trying to create.
Outside of work, Whit is actively involved in his church and local community. He enjoys hiking, golfing, and spending time with friends and family, and remains committed to continual growth—both personally and professionally—as he develops into a leader in the financial planning industry.