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.
I enjoy working with successful professionals, physicians, and business owners. Financial planning isn't suppose to be boring or confusing. I am passionate about providing a financial education and a comprehensive plan for all my clients. My team and I focus on tax efficient strategies and wealth preservation...
I enjoy working with successful professionals, physicians, and business owners. Financial planning isn't suppose to be boring or confusing. I am passionate about providing a financial education and a comprehensive plan for all my clients. My team and I focus on tax efficient strategies and wealth preservation to help our clients live life differently.
David Gilbert
MBA, CLU®, ChFC®
Director of Supervision
Sara Erskine
Director of Operations
Jennifer Knox
Director of Development