Get to know our leadership team

Leadership at the Memphis office is dedicated to doing good for our clients, employees and community.

Photo of Managing Partner Jim Meeks

Jim Meeks

Managing Partner

Photo of Wealth Management Advisor Ray Dunn

Ray Dunn

CFP®, CLU®

Wealth Management Advisor

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.
Photo of CEO and Private Wealth Advisor Nathan Kinard

Nathan Kinard

CFP®

CEO and Private Wealth Advisor

Photo of Managing Director Anthony Gilberto

Anthony Gilberto

CFP®

Managing Director

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.
Photo of Director of Supervision David Gilbert

David Gilbert

MBA, CLU®, ChFC®

Director of Supervision

Photo of Director of Operations Sara Erskine

Sara Erskine

Director of Operations

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