Meet the Team In 2010, Yaz and Justin came together to form The Hassan Oldham Group, a comprehensive wealth management group. Together they provide the services you need to build and protect your wealth and future legacy no matter what life throws at you. Rest assured, they will be here to guide and advise you on your path to reaching your financial goals. Elias "Yaz" Hassan Managing Director, Financial Advisor (615) 867-7700 615-867-7799 YHassan@rwbaird.com Having been a Financial Advisor for over 25 years, and as a Partner of Hassan Oldham Group for the past ten, Yaz is incredibly proud of each relationship he has built and truly enjoys helping clients reach for their goals and plan for their family’s future. As a result of his commitment to lifelong learning and growth, he completed the Securities Industry Institute® course of study at the Wharton School at the University of Pennsylvania in 2009. Yaz holds the Chartered Wealth Advisor® (CWA®) designation, which is awarded only to Baird Financial Advisors who have completed an extensive program concerning the varied aspects of wealth management. Yaz has been listed as one of the “Top 1200 Financial Advisors” in Barron’s magazine for six consecutive years. In addition, he has been ranked by the Financial Times as one of the "Top 400 Advisors" in America. He and his wife, Jennifer, have two Children (Hannah and Emil) and attend St. Rose of Lima Catholic Church where they are involved in many facets of the Parish. Yaz is a founding board member of the Community Foundation of Rutherford County and is a parishioner at St. Rose of Lima. Justin D. Oldham Vice President, Financial Advisor (615) 867-7700 615-867-7799 JOldham@rwbaird.com Justin, a partner with The Hassan Oldham Group, has been counseling individuals and families with wealth, not-for-profits, and corporate clients since 2008. Justin takes his role seriously to provide comprehensive advice to clients. He helps clients identify and achieve their most meaningful financial goals. Justin graduated from The University of Notre Dame with a Degree in Finance. After surviving one too many cold winters in Chicago working in Corporate Consulting, he moved to Tennessee and joined Baird in 2008. Two years later, he partnered with Yaz to form The Hassan Oldham Wealth Advisor Group. Outside of work, Justin gives back to the community through his involvement on the Southern Development Board at Second Harvest Food Bank, and a member of the Knights of Columbus, Notre Dame Alumni Association, and parishioner at St Rose Parish. Justin and his wife Lindsey are kept very busy with two children (Sloane and Meyer) and a Soft Coated Wheaton Terrier (Andie). Together they enjoy spending time on the local greenways and traveling to visit friends and family. Ashley Apanowicz Client Specialist (615) 867-7700 615-867-7799 AApanowicz@rwbaird.com Ashley has 16 years of financial services experience. She joined The Hassan Oldham Group in 2015 after working for UBS, and she has extensive experience in administrative and compliance roles. At the Hassan Oldham Group, Ashley works with clients on a daily basis and facilitates a wide variety of inquiries. She offers first class, prompt service and provides personal attention to each client. Ashley’s goal is to empower and serve our clients and advisors using the core values of respect, accuracy, efficiency, and honesty. In her time outside of the office, she enjoys the outdoors where she goes camping, hiking, and kayaking with her husband, Grant and their two dogs. Ashley holds the Series 7 and the Series 66 licenses. Whitney Heckert Client Assistant 615-904-2712 615-867-7799 WHeckert@rwbaird.com Whitney joined our team in April as a Client Assistant and comes to us after spending 8 years in education teaching 3rd through 8th grades. Whitney is passionate about helping others achieve their goals and loves learning new things herself. She is currently working to become a General Securities Representative in order to serve our team better. Together, with her husband, Logan, they have two boys (Maverick & Myles) along with two dogs (Oscar & Kipper). They enjoy camping, fishing, and traveling to new places.