Defining Wealth

Tyler Baskin is a CFP® and Series 66 licensed advisor with three years of industry experience. He is currently with Defining Wealth Partners LLC and has prior experience at Applied Capital LLC and Fidelity Brokerage Services LLC. He is also an affiliate broker in real estate, dedicating limited time to that activity primarily for referrals and personal property evaluation. Defining Wealth serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified asset allocation, low-cost and tax-efficient vehicles, and often emphasizes value and small-capitalization equities across domestic and international markets.

Jacob Gardner is a CFP® with seven years of experience in the financial services industry. He is currently with Defining Wealth in Franklin, TN, where he serves as a co-founder and managing member of affiliated insurance agencies. His prior experience includes roles at Silver Oak Securities, Tfo Tdc, and Washington Avenue Advisors. Defining Wealth serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified asset allocation and tax efficiency, managing approximately $8.2 million in client assets with a four-advisor team.

Andrew Charbonneau is a CFP® professional with 11 years of industry experience, currently serving at Defining Wealth. His prior roles include positions at Securities America, Inc. and The O.N. Equity Sales Company. He is also the owner of Redwood Wealth Management, Inc., a consulting business, and has been involved in insurance sales and service since 2015. Defining Wealth serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified asset allocation and tax-efficient strategies.

Blake Hummel is a CFP® and holds a Series 65 license, currently serving as an advisor at Defining Wealth with one year of industry experience. His prior roles include positions at Seven Springs Wealth Group, Abound Wealth Management, and Ramsey Solutions. Defining Wealth serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management with an evidence-based, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm manages approximately $8.2 million in assets through a four-advisor team and incorporates diversified, low-cost, and tax-efficient strategies often overweighted toward value and small-cap equities, including international and emerging markets.

Kyle Kuyat is a CFP® and ChFC® with nine years of industry experience. He is currently with Defining Wealth in Franklin, TN, and has held roles at several related entities within the Defining Wealth network as well as prior positions at Silver Oak Securities and Jackson National Life Distributors. Outside of his advisory work, Kuyat is the founder of Advantage Media LLC, a content creation business focused on non-investment related video and audio production. Defining Wealth serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm employs an evidence-based, buy-and-hold investment strategy emphasizing diversified, tax-efficient asset allocation and often incorporates institutional sub-advisers to implement client-specific strategies.

Caleb Bogia Curles is a CFP® and Series 66 license holder with three years of experience in financial advising. He currently works at Defining Wealth and has prior experience at Ameriprise Financial Services LLC and American Portfolios Financial Services. Curles serves on the board of a nonprofit organization focused on financial management and investment strategy. Defining Wealth serves individual and high-net-worth clients as well as small businesses, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based, buy-and-hold investment approach emphasizing diversified asset allocation and tax-efficient vehicles, managing roughly $8.2 million in client assets with a four-advisor team.