Dynamic Wealth Planners

Dynamic Wealth Planners

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My advice is objective and built on an independent platform. The SmartVestor program is a directory of investment professionals.

I operate under a fiduciary standard, delivering personalized financial planning and investment strategies designed to align your resources with your long-term goals. CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Certified Retirement Counselor® (CRC®)
Dave Ramsey SmartVestor Professional
Many of my clients are medical professionals and business owners. Neither Dave Ramsey nor SmartVestor are affiliates of Memphis Advisory or LPL Financial.

12/14/2021
Budget Vacation Ideas 11/13/2021

Budget Vacation Ideas

Budget Vacation Ideas That dream getaway doesn't have to put you in heavy debt.

Types of Investments 11/06/2021

Types of Investments

Types of Investments You have a variety of options when pursuing an investment portfolio.

Car Buying Tips 11/04/2021

Car Buying Tips

Car Buying Tips Purchasing a car is a major financial decision. We offer top considerations before you sign on the proverbial dotted line.

Smart Investing Tips 10/30/2021

Smart Investing Tips

Smart Investing Tips Looking to begin an investing journey? We offer tips to help guide your strategy.

All About Extended Warranties 10/28/2021

All About Extended Warranties

All About Extended Warranties Deciding whether to purchase an extended warranty on your car? We present an overview of what is covered and available.

Renting vs. Buying a Home 10/23/2021

Renting vs. Buying a Home

Renting vs. Buying a Home Deciding whether to rent or purchase a home is a major life decision.

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Memphis, TN

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm