Kelly Jennings is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Digital Asset Advisor (CDAA™) at BWM, LLC. He is a graduate of the University of Miami’s School of Business where he earned a Bachelor of Business Administration in Finance.

While in college, Kelly interned with Bank of America in Miami, Florida. Post graduation, Kelly played professional football for six years in Seattle and Cincinnati. Kelly enjoyed playing professional football, but above all, he values the relationships he was able to make with fellow athletes.

Kelly’s passion for people led him to Jackson, MS, where he earned his Master’s in Marriage and Family Therapy from Reformed Theological Seminary. This background in both finance and counseling gives him a unique perspective and skill set in the financial planning industry. Kelly received an Executive Certificate in Financial Planning from the University of Miami. 

Kelly now lives in Chapel Hill, NC with his wife and six kids. He has an active role in homeschooling his children as well as nurturing their spiritual growth. Kelly enjoys reading, sports, and spending time with his family. 

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. He served as a contributing author for the Financial Planning Association’s (FPA) general public website. Jason helped to found Modern Retirement Theory, the comprehensive retirement planning process that offers customized solutions for each individual retiree. Jason’s articles Modern Retirement Theory and Using a Hierarchy of Funds to Reach Client Goals (with M. Ray Grubbs, Ph.D.) have been published in The Journal of Financial Planning’s Retirement Income Special Report. As well, content from these works appear in the Retirement Management Analyst textbook and the Retirement Income Certified Professional® curriculum.

Jason’s quotes and retirement theory have been referenced in outlets including Forbes, MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. He has served on The Journal of Financial Planning’s Advisory Board (2010-2014) and has been a peer reviewer for the Retirement Management Journal. Branning has also served as an expert witness for FINRA arbitration. In 2014, Jason was appointed by the Governor and confirmed by the state Senate to serve on the College Savings Mississippi Board.

Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.

Johnson is a Chartered Financial Consultant® and financial advisor at Branning Wealth Management, LLC. He is a Magna Cum Laude graduate of Mississippi State University where he received his Bachelor’s degree in Business Administration with a concentration in finance. He holds his Series 65 license through FINRA. 

Through prior experience with non-profit organizations, Johnson has developed a genuine interest in cultivating meaningful relationships with others. Primarily serving millennials and those starting out in their working careers, Johnson is poised to provide hands-on, practical advice for your financial life.

Johnson is an active member at First Presbyterian Church of Jackson, where he is involved with the music ministry, young adult ministry, and serves as an usher. He enjoys playing guitar and mandolin, sports, and fishing of any kind. He and his wife, Anna, currently reside in Jackson. 

I bring more than a decade of financial and investment experience to my work in applying academic research to the development of practical and innovative portfolio strategies. My deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. I hold an MBA with honors from the University of San Francisco and a Bachelor from the University of California, Berkeley.

I have more than 35 years of experience researching and applying decision theory to real world problems. My prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time and goals-based approach to asset allocation. I am a tenured Professor of Decision Sciences at the University of San Francisco. I also won the National Franz Edelman Award for Outstanding Achievement in Management Science, the highest award given by the profession, for my work in scheduling. I first applied my scheduling research to the construction of investment strategies in the late 1990’s. This work ultimately led to the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004), which I co-authored with Brent Burns. I hold a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from The Ohio State University.

I have been in fixed income management since 1991. Most recently I co-managed the $3.5 billion fixed income investment pool at the City and County of San Francisco, where I created and implemented the strategy to deliver safety, liquidity, and yield to the pool’s constituents while providing cash flows for daily operations. Previously, I was a portfolio manager responsible for over $2 billion in fixed income assets at American Century Investments, including directing the firm-wide strategy for inflation-linked products and managing the firm’s series of zero-coupon funds. I launched the firm’s flagship inflation-linked fund in February 1997 along with the debut of the U.S. inflation-linked market. In 2000, I managed one of the top-performing U.S. fixed income funds in the United States. I earned my BA in Economics/Mathematics from Claremont McKenna College and hold an MBA from the University of San Francisco. I became a CFA charterholder in 2000.