Putting
people first.
Get to know our leadership team
Leadership at the Memphis office is dedicated to doing good for our clients, employees and community.
Jim Meeks
Managing Partner
I'm a "second-half" planner. My clients are focusing heavily on retirement planning and making their second half the best time of their life. My team and I develop written, thorough, well-executed financial plans to help our clients live life differently.
As a financial advisor, I aspire to help others reach their financial goals and live out their dreams. My team and I work together to create a financial plan that is specific toward each individual's goals and we provide the tools to enable our clients to achieve those goals. I currently serve on many boards...
As a financial advisor, I aspire to help others reach their financial goals and live out their dreams. My team and I work together to create a financial plan that is specific toward each individual's goals and we provide the tools to enable our clients to achieve those goals. I currently serve on many boards for the community and enjoy family time with my lovely wife.
David Gilbert
MBA, CLU®, ChFC®
Director of Supervision
Sara Erskine
Director of Operations
Jennifer Knox
Director of Development