We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a suitable approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Mr. Hooks is a CERTIFIED FINANCIAL PLANNER ™ and co-owner of Michael Wealth Management Group. Lee enjoys working with new and existing clients to help them grow and manage their wealth. Lee Hooks is a graduate of Santa Clara...

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Michael Wickberg obtained his Bachelor Degree in Organizational Leadership with a Minor in Sociology and Psychology from Purdue University. He began his career in the financial industry with Edward Jones Investments where he was a...

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Lacy Hooten

Director of Operations

(931) 359-1669

(931) 359-1667

Lacy Hooten is the Director of Operations at Michael Wealth Management Group. Before joining our team in 2013, she worked for thirteen years at State Farm. She holds her property, casualty, life and health licenses with the state of...

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Russell Wooten is a licensed LPL financial planner for Michael Wealth Management Group. Russell is a Bedford County native who loves his hometown, friends, family, and profession. He takes a conservative approach to money management....

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Wayne's goal is to assist clients in growing, preserving, and passing on their wealth in a tax advantageous manner. This effort is well supported by his diverse experience. Wayne and Blair, his wife of 35 years, moved to Fishing Ford...

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Kathryn Lintz is a registered LPL financial consultant at Michael Wealth Management Group. She is graduate from the University of Tennessee

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