Independent advisors. Memphis roots.
Decades of fiduciary experience, with the agility of an independent firm. Every advisor on the team is invested in this city: its families, its institutions, and its future.
$2.6B+
Assets Under Management
30+ Years
Serving Memphis
3,000+
Families Served
The team
Showing 25 of 25Duncan Williams
Chairman
David Scully
President and Executive Committee Member
CFA®, CFP®
Kyle Gowen
Chief Investment Officer and Executive Committee Member
CFA®, CFP®
Hudson Atkins, Jr
Senior Vice President and Executive Committee Member
Walker Hays
Financial Advisor, Senior Vice President
CRPS®, CPFA
Amy Koch
Financial Advisor, Senior Vice President
CRPS®, CPFA
W. Allan Hensley
Senior Vice President
CPFA, CPA, CPC
Alex Snyder
Financial Advisor, Vice President
CRPS®
Peyton Wade
Vice President
CFP®
Tripp Bennett
Vice President
James Chaney
Associate Vice President
CRPS®
Savannah Stovall
Financial Advisor, Associate Vice President
CAP®, CPFA
Wesley Mims
Financial Advisor, Associate Vice President ​​​​
Investment Management Group (IMG)
Patrick T. Burnett
Board of Managers
Frank Reid
Board of Managers
Sonia Goforth
Chief Compliance Officer
FINRA Series 65
Gary W. Lendermon
Marketing and Communications
Aaron May - CPA
Director of Finance (First Vice President)
Timothy Meggs
Operations Manager, First Vice President
Jack Eason
INVESTMENT ANALYST, ASSOCIATE VICE PRESIDENT
CFA®
Jack Greer
Performance Analyst and Associate Vice President
Lori King
Practice Management Coordinator
Samantha Bonnema
Practice Management Coordinator
Kelly Collins
Receptionist
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