About Us
It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Michael Wallin
Managing Partner
Michael R. Wallin, a Certified Financial Planner™ 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 advanced case consultation, analysis, and design, Michael has extensive experience building comprehensive financial plans designed to reach a client’s financial independence.
Michael is the past Chairman and President of the Middle Tennessee Chapter of the Financial Planning Association (FPA).
Allen Hargis
Partner
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 his clients.
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 also serves as the Chief Financial Officer for Optivise Advisory Services.
Cory S. Colquette
Partner
Serving as Optivise’s Chief Investment Officer, Cory’s advanced knowledge of investment management, estate planning, and wealth management helps steer investment committee meetings, shape Optivise’s money management offerings, and create the best value opportunities for clients.
With over 15 years of experience in the financial industry, Cory Colquette is licensed as a Certified Public Accountant (CPA) in the state of Tennessee as well as licensed in life and health insurance in the state of Tennessee. He is a member of professional organizations such as the American Institute of Certified Public Accounts (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).
Cory actively supports many local charities and non-profits including his local Church; he is a former board member of a local charitable organization, the Men’s Ministry Network.
Scott B. Magoon
Client Communications and Operations
Scott holds a Certified Fund Specialist™ (CFS™) designation with a Certification in Alternative Investments. As a third-generation financial professional with over 20 years of experience in the financial services industry, Scott started as a wholesaler in Denver for one of the largest Insurance Marketing Organizations in the country. Later, he went on to help start and grow other financial firms, including a Broker-Dealer and a few Registered Investment Advisors. Rapid success came from working closely with financial advisers and intensely focusing on not just case design assistance, but from introducing a more business consultant, team-oriented, and adviser-centric service model approach…something nobody else in the industry offered at the time, that had advisers’ practices soaring. This philosophical approach remains the foundation of Optivise’s service model today.
Scott holds a Series 65 investment license and Life and Health Insurance licenses, also previously holding Series 7 and 63 FINRA licenses. Scott also holds a Certified Fund Specialist™ (CFS™) designation and a Bachelor’s degree in Corporate Communications from Texas A&M University, with a focus on Business and International Relations.
Kyle Davis
Client Plan Analyst
Kyle Davis has 22 years of experience in the financial services industry. He has an extensive background in advanced case planning, retirement planning, charitable planning, investment research/analysis, and income planning. Kyle has worked as a Registered Representative, Financial Advisor, and Investment Advisor Representative enabling him to understand the needs of clients and managing their investments and financial planning needs.
Kyle currently has securities registration as a Series 65 FINRA licensed individual and has been registered in the past as Series 6,7, 63, and 66. Kyle also holds a Life and Health insurance license.
Kyle has a certification in Retirement Planning from the Life Underwriting Training Council, an FLMI designation from the Life Office Management Association, as well as post-graduate certification in Paralegal Studies.
Kyle also earned a Bachelors of Science Degree from Austin Peay State University and an MBA from Thornewood University.
Cherre Oakley
Operations Officer
Cherre has always believed her balanced focus on both processes and forming strong relationships with people has proven to be valuable in her endeavors. Starting with her undergraduate degree in Computer Science and a graduate degree in Information Systems, she has developed a strong corporate track record in Project Management, Business Process Analysis, Computer Information Analysis, and Change Management within the financial and healthcare industries. Her accomplishments in the corporate world include building and managing a team of Business Analysts whose job was to capture/deliver customer requirements for enterprise-wide projects. Her deep passion for process improvements even created a driving force to obtain a Lean Six-Sigma green belt. Cherre eventually left the corporate world for two years to start a successful family-owned financial advisory business with her husband before joining Optivise Advisory Services.
Cherre currently works tenaciously at Optivise in many facets behind the scenes including, operations, new business processing, account processing, tech stack training, adviser technology assistance, and special projects.
She enjoys spending time in Bible study, flower gardening, crafts, walking, traveling, scrapbooking and most importantly time with family – especially her identical twin sister!
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