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Meet Our Team

Click below to learn more about each of our partners. You may also filter partners by location.

Darwin Beard

Financial Planner

Tupelo, MS

Brent Christian

Financial Planner

Knoxville, TN

Brad Fair

Financial Planner

Tupelo, MS

Andy Faught

CFA, CFP®, Managing Partner & Financial Planner

Nashville, TN

Brandon Johnson

Financial Planner

Jonesboro, AR

Bennett Lebowitz

Financial Planner

Memphis, TN

Jon Leonard

Financial Planner

Knoxville, TN

Bavy Lopez

Financial Planner

Knoxville, TN

Julie McCormick, CFP®

Financial Planner

Brentwood, TN

Abby Spaulding

CFP®, Managing Partner & Financial Planner

Nashville, TN
Licenses  /  Client Relationship Summary