What started as a “from scratch” office 10 years ago has grown into a thriving community of more than 100 financial professionals — and this year’s Impact Summit served as both a celebration of that journey and a launchpad for the next decade of growth.

Hosted by the Nashville firm leadership team, the 10-Year Anniversary Summit brought together 75 attendees, including financial professionals, local leadership, and enterprise members. Shaped by financial professional feedback, the event delivered two high-energy days featuring 19 sessions focused on education, best practices, and meaningful peer collaboration. 

At its core, the Summit reflected what sets 1847Financial Nashville apart: a culture of impact, collaboration, and a commitment to “Making Lives Better Because We Care.”

A Decade of Growth Worth Celebrating

Ten years ago, the Nashville office opened with a vision and entrepreneurial spirit. Today, it has evolved into a dynamic organization of 100+ financial professionals supported by a growth-focused enterprise.

Energy remained high throughout the event, with attendees actively sharing ideas, engaging between sessions, and learning from both speakers and peers.

Keynote Speakers Inspire Growth and Innovation

A standout element of the Summit was the keynote lineup, each offering actionable insights and industry perspective.

• Jennifer Fox (VP, Finseca) provided updates from Washington and guidance on educating clients amid regulatory change.
• Bob Castiglione (LEAP® Founder) shared how the LEAP® model drives productivity while strengthening client confidence.
• Al Dickens (Sr. Partner & Director of Training) and Amy Bryant (Director, Advanced Sales, Penn Mutual) shared impactful case studies and sales ideas.

These sessions reinforced a central Summit theme: sustainable growth happens when financial professionals are equipped with the right people, processes, and strategies.

Day 1 Highlights

Other Highlights included:

• Trent Fortner, Game Time Coaching, and sponsor overview on Legacy Lock
• Amy Provezis presented Marketing Campaigns That Actually Work
• One-to-Many Financial Professional Panel with Larry Roby, Sam Myers, Brandon Goswick, and Nate Dean telling success stories
• Donny Schmitt sharing his journey and “Why The Best Advisors Win.”

A Memorable Evening at PopStroke

After a full day of learning and collaboration, attendees headed to PopStroke for an evening of entertainment, networking, and friendly competition.

Backed by Tiger Woods, PopStroke combines technology-infused golf with an energetic social atmosphere. Between the delicious food and three unique putting courses filled with windmills, sand traps, and creative obstacles, the evening delivered plenty of memorable moments.

More importantly, it created space for relationship-building beyond the conference room — something that remains a defining part of the Nashville firm’s culture.

Day 2 Focused on Vision, Recognition, and Purpose

Day 2 began with recognition of outstanding achievements across the organization, celebrating the 2025 accomplishments of financial professionals. 

Attendees also heard from Advisor of the Year Brock Fortner, who led a best-practice session on his process and business development.

Managing Principal Dewane Lewis shared the firm’s vision for the next 10 years, offering a forward-looking perspective centered on growth, innovation, and continued impact for financial professionals and clients alike.

Matt Kennedy delivered a deeply personal presentation woven into a niche market discussion on Student Loan Tutor. 

Additional sessions included:

• Life & Annuity Support panel with Jon Ernst, Michael Siebecker, Nikki Hammett, Michael Finerghty, & Dave Wiesner
• Product vs. Strategy Approach, Al Dickens
• Scaling High-Net-Worth Service Without Burning Out - Trevor Burlison, Clark Capital
• Client-Central Solutions, Micah Wei & Jim Cooney, HTK
• Unlocking Growth Opportunities with SDMA - Robert Lima, Asset Mark
• Navigating Today’s Mortgage & Housing Market – Michael & Collin Brown, Churchill Mortgage 

Throughout both days, one message remained clear: financial professionals affiliated with 1847Financial are supported by a vast enterprise and local leadership team deeply invested in their success.

Looking Ahead to the Next 10 Years

At its core, the Impact Summit showcased what makes 1847Financial – Nashville unique: a culture rooted in collaboration, meaningful impact, and a commitment to “Making Lives Better Because We Care.” Attendees left energized, equipped with actionable ideas, and inspired to make meaningful changes in their businesses. 

Ten years in, the Nashville firm continues to build momentum through leadership, innovation, and support – positioning the next decade for even greater impact.

To learn more about future educational events and opportunities with the Nashville firm, reach out to Dewane Lewis, Managing Principal.

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