Professional Background

Chad Greer is an experienced wealth management advisor who takes a holistic approach to financial planning. He works closely with business owners and other professionals to develop comprehensive plans to help his clients achieve long-term financial security.

Financial planning is personal for Chad. The first year he was in business his father passed away, and Chad experienced, first-hand, the assurance of knowing that his mom would be more financially secure, thanks to the financial plan he developed for his dad. The experience deepened his commitment to the profession and is reflected every day in the level of dedication and service he provides his clients.

Chad graduated from the University of Mississippi with a B.B.A. in Insurance and Financial Services. He also holds the Chartered Life Underwriter (CLU^®) professional designation.

Personal Notes

Chad and his wife, Kristen Greer, live in Nashville with their three active daughters and dog, Georgia. The Greers lead an active and full life, filled with family, school, volunteer and church activities.

Giving back to their community is a Greer family tradition. Chad’s motivation for service started at a young age, with his parents setting the example as active leaders and volunteers in their community.

When Chad joined Northwestern Mutual, a mentor introduced him to United Way and its partner agencies and Chad was hooked. Today, Chad, Kristen and their daughters embrace service as a family. They serve meals to homeless families at Safe Haven Family Shelter. At the holidays, they all help with the office gift drive, wrapping and delivering gifts to St. Luke’s Community House for families in need. And they all have become extended family members to Chad’s Little Brother Kenny and his mom, enjoying bowling, pizza outings and other events through Big Brothers Big Sisters. Chad also serves in a leadership role at Woodmont Christian Church.

Chad enjoys golfing, dirt bike riding, SEC football, and remodeling houses in his spare time.

Scott Speedy is a 24-year veteran of Northwestern Mutual and co-founded Optimis Wealth Management in 2018.

He takes a comprehensive approach to wealth management, advising his clients as they plan for financial security and working to help them achieve their goals. A highly credentialed advisor, Scott holds the following professional designations and certifications:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Accredited Estate Planner (AEP®)

Scott earned his B.B.A. in Marketing from Belmont University and M.S. in Finance from Purdue University before joining Andersen Consulting, where he spent the first five years of his career.

He is a member of the Estate Planning Council of Middle Tennessee.

Personal Notes

An active leader in his community, Scott served as the City of Franklin’s Ward 3 alderman from 2017-2021 and as a youth sports coach for 10 years.

He also supports his alma mater. A Belmont Bruins Hall-of-Famer, Scott was an All-American and played basketball for legendary head coach Rick Byrd. He was a color analyst for select Bruin Sports Network broadcasts for 17 years.

Scott lives in Franklin and is the father of Carter, a senior at UT-Knoxville, Anna a sophomore at UT-Knoxville and Julia, a junior at Christ Presbyterian Academy.

Brian Jett is an experienced Financial Advisor and Associate Partner at Optimis Wealth with Northwestern Mutual.

A financial advisor at Northwestern Mutual for nearly 10 years, Brian takes a holistic approach to financial planning. He develops comprehensive plans for Optimis Wealth clients to help them grow and protect their wealth and prepare for financial security in retirement. He also develops comprehensive assessments for clients considering life, disability or long term care insurance.

Originally from Birmingham, Brian earned his B.S.B.A. in Economics from Union University in Jackson, Tennessee, and joined Northwestern Mutual after college. He is a longtime member of the National Association of Insurance and Financial Advisors.

A dedicated volunteer leader, Brian has served as a board member of MyLifeSpeaks, an organization that provides education and healthcare to children in Haiti with special needs. He also serves as a volunteer for United Way and Safe Haven Family Shelter.

Brian and his wife, Lindsey Jett, live in Green Hills with their children Woods and Bryce.

Kate is a lifelong Middle Tennessean and graduated from Union University with a bachelor’s degree in marketing. She has been affiliated with Northwestern Mutual since 2005 and joined our team in 2010. She holds her FINRA Series 7 & 63 securities licenses as well as her Life, Health and Annuity licenses.

Kate lives in Brentwood with her husband, Brandon and sons, Nolen and Graham.

Kate oversees the day-to-day operations of the practice. Please contact her for help with the following:

• Account balances
• Investments questions
• Distribution requests
• Employee group benefits

Courtney Davenport has been affiliated with Northwestern Mutual since 2006 and joined Scott’s team in 2012. Courtney has a heart of compassion and enjoys serving others. This is displayed in her interactions with, and service to, our clients. In addition, her attention to detail is a vital trait that she utilizes to help manage our clients’ service.

Courtney is a mother to Brittney and Braxton, and currently resides in Nolensville. She is originally from Alabama where she obtained her Bachelor's degree in Business Management. She has since obtained her Life & Health insurance licenses, as well her FINRA Series 6, 63, and 7.

Madi is from Chattanooga, Tennessee, and graduated from University of Tennessee in 2012 with a bachelor’s degree in communication studies. She has been affiliated with Northwestern Mutual since 2013 and joined our team in 2014. She holds her Life and Health insurance licenses.

She enjoys spending her free time with friends and family, traveling and running.

Madi assists with all day-to-day operations and coordinates direct communications with clients. Contact Madi for help with the following:

• Scheduling appointments
• Underwriting operations
• Your insurance policy information and service questions