Our Planners

Click below to learn more about each of our planners.

Robert Anderson

Advisor

Brentwood, TN

Brandon Beckham

Advisor

Brentwood, TN

Joel Bell

Financial Planner, CFP®

Oxford, MS

Charles Clark

Senior Managing Director

Memphis, TN

Joseph Doss

Financial Planner

Memphis, TN

J. Randolph Flatt

Financial Planner, CLU®, AEP®, LUTCF

Memphis, TN

Richard Hamilton

Financial Planner

Brentwood, TN

Judson Pyatt, CFP®

Financial Planner

Brentwood, TN

Chris Rogers

Financial Planner, AWMA®, RICP®, ChSNC®

Brentwood, TN

Andy Shull

JD, CFBS

Oxford, MS

Greg Sirko, CFP®

Financial Planner

Brentwood, TN

Joseph Stalnaker III

Advisor

Memphis, TN

Evan Stephens

Wealth Management Advisor

Memphis, TN

Philip LaMoreaux

Financial Planner

Memphis, TN
Licenses  /  Customer Relationship Summary