At TBH, in Franklin, TN, our team lives in the community we serve - Williamson County, Tennessee. We take pride in being a locally owned and operated firm, and we develop relationships that last for generations. We like to earn the privilege of those long-term relationships. Our clients' interests come first, and every relationship is treated as a partnership. Our goal with each client who walks through our door is to identify risks and surpass their financial expectations and goals.
Travis Anderson
Travis is one of the Managing Members at TBH Global with nearly $1 billion in AUM for clients, trusts, and entities. Almost 15 years before helping start TBH, Travis was an Assistant Vice President, Trust Officer and Senior Portfolio Manager with Fifth Third Bank. He focused on all of the fiduciary aspects of managing multi-million dollar portfolios for trusts, high net worth individuals, corporations, and non-profits. While at Fifth Third, he served on the Trust Investment Committee, Discretionary Action Quorum, and Portfolio Management Committee. Travis also managed the Private Bank department in Tennessee. While at Fifth Third, Travis managed over 85 million dollars of investible assets with a focus on risk-adjusted wealth preservation strategies.
Travis is a Williamson County native who attended Franklin High School. He holds a BS in Finance with a minor in Economics from the University of Tennessee. Travis graduated Summa Cum Laude at Middle Tennessee State where he obtained his MBA with a concentration in Finance. Travis also completed a three-year program at Southern Trust School, a specialty school for trusts. After graduating from Southern Trust School, he sat and passed his Certified Trust and Financial Advisor exam. Travis currently lives in Franklin, TN with his wife, Wren, his children, Olivia, Molly, and Scott, their two dogs, Remi and Smokey, and his collection of RSVLTS shirts. In his free time he enjoys following politics, being outdoors, skiing, traveling, fishing, and attending football games.
Dillon Haviland
CFP®CRPC®
A native of McDonald, PA, a suburb of Pittsburgh, Dillon relocated to Nashville in 2019 after living in Michigan for the prior three years. After attending Duke University on a baseball scholarship, and earning a bachelor's degree in Political Science, he signed a professional baseball contract with the Gateway Grizzlies of the Frontier League in Sauget, Illinois.
Shortly thereafter Dillon began his career in the financial services industry working for a regional bank in Michigan, later spending time with Morgan Stanely, JP Morgan Chase and Charles Schwab. In the fall of 2021, he obtained his Certified Financial Planner® designation and is also licensed as a Chartered Retirment Planning Counselor®. He joined TBH Advisors in the spring of 2023 and prides himself on helping clients plan for and achieve their goals prior to and throughout their retirement.
Dillon lives in the Nations neighborhood of west Nashville with his wife Amanda and their 3 pets, Oliver, Dexter and Theo. He enjoys traveling, spending time with friends and family, and is an avid fan of Pittsburgh professional sports teams.
Kim Sams
FPQP
Kim joined TBH in 2019 and is currently our Client Service Manager. With a bachelor's degree in Business Administration and a minor in Management from Middle Tennessee State University, she brings over 25 years of professional experience in management and customer relations. She earned her Financial Paraplanner Qualified Professional designation in 2020 and continues to further her industry knowledge alongside building strong client relationships. She is compassionate, caring, and loyal, and works hard to provide exemplary service and a delicate touch for our clients.
Kim currently lives in Franklin, TN and loves spending quality time with her family and friends. She is a member of Cross Point Church and in her free time enjoys baking, traveling, staying active, gardening, and exploring our growing city.
General Information |
States Licensed in: | TN |
Work with the following types of clients: | Businesses, Individual Investors |
Advisory Services Provided: | Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management |
Services |
Investment Types: | Options & Futures, Mutual Funds, Bonds, Alternative Investments, Stocks |
Can meet clients in the following ways: | Your Office, Email, Our Office, Phone, Video Conference |
Firm Information |
Assets Managed by Firm: | $1,108,014,329 |
Compensation and Fees |
Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Compensation Methods: | Based on Assets |
Fee % Based on Assets: | 1.1 |
Additional Details on Charges: | First $250,000: 1.10% Next $750,000 (up to $1,000,000): 1.10% Next $2,000,000 (up to $3,000,000): 0.80% Next $2,000,000 (up to $5,000,000): 0.80% Next $5,000,000 (up to $10,000,000): 0.60% Over $10,000,000: 0.60% |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 8:00 AM - 5:00 PM |
Tue. | 8:00 AM - 5:00 PM |
Wed. | 8:00 AM - 5:00 PM |
Thu. | 8:00 AM - 5:00 PM |
Fri. | 8:00 AM - 5:00 PM |
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