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Let the Collier Wealth Management team help you get your financial house in order.

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Getting your finances in order Hendersonville, TN Collier Wealth Management, Inc.

Helping you get your entire financial house in order and keep it that way... forever

At Collier Wealth Management we know that you want to be a successful investor and meet your financial goals. In order to do that, you need a clear plan to work towards getting there. The problem is, investing seems complex and confusing due to so many choices, which makes you feel unsure and frustrated.

We believe you deserve a simple, elegant plan to help you be confident in your future.

We understand financial markets can be overwhelming which is why we have served as a guide to our clients for nearly 3 decades.

Here's how to do it:

  1. Schedule a Discovery Meeting to understand where you are and what's important to you
  2. Create a plan to potentially increase your chances of success
  3. Ongoing Progress meetings to keep you on track

So, schedule a call to explore and schedule your free Discovery Meeting

And in the meantime, check out all the free resources this website has to offer.

So you can stop being frustrated and worried, and instead be confident you're on the path to succeed

Engaging our Team

Today's market complexity and volatility demand specialized attention, with a holistic approach to wealth management. We provide the intellectual capital and resources needed to offer a truly dynamic approach to your investment objectives.

Our team consistently brings both financial and non-financial strategies to the table to enhance your experience as a client.

In concert with our experienced staff, we can engage a network of trusted professionals - such as accounting, legal, real estate, and insurance professionals - to support all facets of your wealth management needs.

We can also partner with existing professionals who you have come to know and trust.

We Invite You to Meet the Members of Our Team

Kevin Collier Photo
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Kevin Collier

Founder & Principal
Kevin Collier Headshot

Kevin Collier

Founder & Principal

P: (615) 826-5203
F: (615) 824-7635
E: kevin@collierwealth.com


Experience

Kevin Collier has been serving families as their trusted advisor since entering the business in 1991. He started his career at JC Bradford & Company becoming one of the youngest partners in the firm's history. After going through mergers with Paine Webber and UBS, he decided to become an independent advisor through the nation's largest broker dealer* serving independent advisors—LPL Financial. In 2004 he started Collier Wealth Management as a place where clients can receive comprehensive advice and services to help them pursue the goals on their Financial Road Map.

Education

Kevin graduated summa cum-laude from Lipscomb University in 1989 and received his Masters of Business Administration from Vanderbilt University's Owen Graduate School of Management in 1991.

Family

Kevin and his wife, Paige, married in 1991. They have 5 children—3 boys and 2 girls—and love having a big family. Kevin and Paige are very dedicated parents and are bringing up their children in a home of faith in God.

Community

Kevin has been active in the community serving in various leadership roles. He is a past president of the Hendersonville Rotary Club and was named Rotarian of the Year in 1998-1999. He has also served on various boards including the Hendersonville Samaritan Association.


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Brian Schnabel

LPL Financial Advisor
Brian Schnabel Headshot

Brian Schnabel

LPL Financial Advisor

P: (615) 826-5203
F: (615) 824-7635
E: brian.schnabel@lpl.com


Experience:

Brian brings over thirty years of executive leadership experience to our Team. He has held positions of CEO, president, COO and CFO in a number of organizations ranging from start-ups to Fortune 500 corporations.  In addition to his business acumen, Brian has extensive financial knowledge driven by his turn-a-round experience.  Brian’s diverse background is well suited to help serve the needs of business owners, affluent individuals and key executives in the areas of business and personal planning. 

Education:

Brian is a Cum Laude Graduate of the University of Cincinnati, with a B.S. in Accounting. He holds the Series 7 and 66 registrations with LPL Financial.

Personal:

Brian is a native of Omaha, NE, however he has lived in many parts of the country during his career. He has resided in Hendersonville, TN for the last 14 years, and is happy to call it his permanent home.  He and his wife of 39 years, Kathy, are “empty nesters” of three children—one a talented musician, one a Naval Aviator, and the third a nurse married to a Naval Aviator.

Community:

Brian has always been an active member of his community, and is currently involved in several civic activities and organizations. They include the Hendersonville Rotary Club, Shepherd at Community Church, and the Mentoring/Tutoring Program at Sumner County Schools.  He is also a Trustee on the Foundation Board for Volunteer State Community College.


Lydia Thompson Photo
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Lydia Thompson

Client Services Manager
Lydia Thompson headshot

Lydia Thompson

Client Services Manager

P: (615) 826-5203
F: (615) 824-7635
E: lydia@collierwealth.com

Experience

Lydia joined Collier Wealth Management in 2006 as a Client Services Manager for the Collier Wealth Management team. Lydia’s role is critical to the fulfillment of our mission to “help ideal clients get their financial house in order and keep it that way forever.” She is responsible for processing all account paperwork and transactions and is a great resource for our team and clients. She has a lengthy career in the financial services field giving her the ability to handle the most technical aspects of clients’ accounts while still focusing on the personal aspects of customer care.

Education

Prior to her experience in the financial services industry, Lydia worked in the field of accounting preparing taxes and financial statements. She obtained her securities registration in 2000 and currently holds it with LPL Financial.  


Sandra Myers Photo
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Sandra Myers

Director of Client Relations
Sandra Myers Headshot

Sandra Myers

Director of Client Relations

P: (615) 826-5203
F: (615) 824-7635
E: sandra@collierwealth.com

Experience

Sandra joined Collier Wealth Management in 2015 as a Director of Client Relations for the Collier Wealth Management team. Sandra’s role is to ensure our team delivers a consistent ideal client experience.

Education

She holds her Tennessee life insurance license, and has held her securities registration since 2004. Securities registrations are currently held through LPL Financial.


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