THE TEAM

All Advisors Client Reporting Client Services Investments Operations

Amy Alexander

CPA

Controller & Assistant Compliance Officer

Chelsea Sloan

Director of People Experience

Cordia Kuykendall

People Experience Specialist

Advisors Operations

M. Andrew Shaul

CPA, PFS

Founder

Mike Cochran

VP, Technology

Richard Paessler

President & Chief Compliance Officer

OUR VALUES

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ADDRESS

700 Colonial Road
#120
Memphis, TN 38117

GET IN TOUCH

[email protected]

CALL US

(901) 531-7423

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