THE TEAM

All Advisors Client Reporting Client Services Investments Operations

Amy Alexander

CPA

Controller & Assistant Compliance Officer

Chelsea Sloan

Director of People Experience

Advisors Operations

Cliff Paessler

CPA, PFS

Founder

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

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(901) 531-7423