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

Brendan Frazier

Advisor

Brentwood, TN

Richard Hamilton

Financial Planner

Brentwood, TN

Aaron Hight

Financial Planner

Corinth, MS

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

Latrice Smith, ChFC

Financial Planner

Memphis, TN

Joseph Stalnaker III

Advisor

Memphis, TN

Evan Stephens

Wealth Management Advisor

Memphis, TN

Will Stephens

Financial Planner

Memphis, TN
Licenses  /  Customer Relationship Summary