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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

Bryan Byrd

Financial Planner

Johnson City, TN

Brad Fair

Financial Planner

Tupelo, MS

Andy Faught

CFA, CFP®, Managing Partner & Financial Planner

Nashville, TN

Richard A. Hamilton

CFP®, ChFC

Financial Planner

Brandon Johnson

Financial Planner

Jonesboro, AR

Bennett Lebowitz

Financial Planner

Memphis, TN

Jon Leonard, CFP®

Financial Planner

Knoxville, TN

Julie McCormick, CFP®

Financial Planner

Brentwood, TN

Greg Sirko

CFP®

Financial Planner

Abby Spaulding

CFP®, Managing Partner & Financial Planner

Nashville, TN

Evan Stephens

Financial Planner

Memphis, TN
Licenses  /  Client Relationship Summary