Dynamic Wealth Planners
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.
11/13/2021
Budget Vacation Ideas
Budget Vacation Ideas That dream getaway doesn't have to put you in heavy debt.
11/11/2021
Making Sense of Living Trusts and Wills
Making Sense of Living Trusts and Wills There are key considerations as you seek to market your new business idea.
11/06/2021
Types of Investments
Types of Investments You have a variety of options when pursuing an investment portfolio.
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.
10/31/2021
Happy Halloween
Happy Halloween October 31
10/30/2021
Smart Investing Tips
Smart Investing Tips Looking to begin an investing journey? We offer tips to help guide your strategy.
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.
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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| Monday | 7:30am - 5pm |
| Tuesday | 7:30am - 5pm |
| Wednesday | 7:30am - 5pm |
| Thursday | 7:30am - 5pm |
| Friday | 7:30am - 5pm |