Kevin MacWilliams
Kevin MacWilliams, founder of Clearview Financial Group in Hendersonville, Tenn., offers comprehensive financial planning services with a specific focus on those in or near retirement, families of divorce, and high income professionals. His services are customized to help clients analyze their financial situation and map out their financial and personal goals. “As an LPL financial planner, I’ve seen how important it is for clients to understand their own financial DNA,” he says. “I believe that each and every client has a unique financial blueprint that guides them in their financial decisions. Our job is to discover what makes them tick financially and then design a plan that is congruent to their financial DNA.” Offering objective,and individualized financial analysis, the independent financial professionals at Clearview Financial Group provide professional quality products and services. To follow progress, Clearview creates a personalized website to track each client’s investments, net worth, financial plan, and anything else they wish to have stored, tracked and monitored. A graduate of the University of Tennessee at Chattanooga, Kevin majored in business finance. After graduating in 2000, he was hired by First Investor’s Corporation in Nashville, TN. Kevin’s responsibilities included providing financial advice to clients, serving as a team leader for new advisors and recruiting new advisors. In 2003, Kevin founded Clearview Financial Group so that he could help his clients pursue their personal and financial goals. He holds the FINRA Series 6, 7, 26 and 66 Licenses through LPL Financial and provides comprehensive financial planning services, including investment management, retirement planning, estate planning and insurance services. Kevin lives in Hendersonville with his wife, Sada, and his daughters, Presley, Sidney, Lucy, and Ellie. He grew up in White House, TN and was entrepreneurial from a young age. Kevin also greatly enjoys attending Nashville Predators hockey games, landscaping in the yard and watching his daughters play softball, soccer, golf, and dance. He even spends a little time with the family dog, Hub.
Lacy Schmitt
Originally from Chattanooga, TN, Lacy recently moved back to Nashville from Greenville, SC. She fell in love with the Nashville area while attending Middle Tennessee State University where she received her B.S. in Sociology. After graduating, she began her career as a medical receptionist moving into scheduling and assisting the physicians in Murfreesboro. Later getting married in 2009, she moved away and has lived in Richmond, VA, Houston, TX and Greenville, SC spending the bulk of her career as an orthopedic medical secretary. Here at Clearview Financial Group, Lacy plays an integral role assisting in all clerical tasks and making sure all clients leave with a smile on their face. Lacy and her husband have two wonderful little boys, Miller and Crosby. Between work and family time, Lacy enjoys traveling, exercising and spending time with friends and family.