We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
You can have peace of mind knowing that you are working with a qualified, educated financial advisor and an equally-qualified support team. That peace of mind shouldn't be a luxury only available to the rich. It’s something we all deserve. You should expect no less.
Working with an advisor who has “seen it all” is a valuable thing. And that’s what you get with a team whose combined industry experience is more than 40 years. Bull markets or Bear…inflation or deflation…ever-changing tax brackets, and so much more. You want an advisor who is there to help you and your family “weather the storm.”
The trust you place in your financial advisor should be of the utmost importance to him or her. With all of the focus lately on an industry shift to more fiduciary accountability, this is a role we’ve proudly embraced all these years already. And it’s a role we don’t take lightly.
Edwin started in the business in 1983. As a Certified Financial PlannerTM since 1990, he continues to do what he loves the most: design and implement efficient and successful financial planning strategies for his clients and their families.
Born and raised in the mid-south, Edwin is a graduate of Arkansas State University, obtaining a Bachelor of Science in Business Administration with an emphasis on Accounting and Economics. He is a proud dad to two grown children, Rob and Catie. He shares his family's love of the Tennessee Volunteers and St. Louis Cardinals. He enjoys working on projects around the house with his wife, Bridget, and never misses an opportunity to add a tool to his collection.
Bachelor of Science (Concentrations in Accounting & Economics) at Arkansas State University
CERTIFIED FINANCIAL PLANNERTM designation
Quoted in many local and national publications
Guest speaker/lecturer on the topics of both economics and personal finance
Bridget has been in the industry since 1994, where she has filled many roles from Registered Representative to back office operations. Currently, she leads the firm's efforts in marketing and community relations, while additionally providing back office support.
Born and raised in Fayetteville, TN, Bridget graduated from the University of Tennessee, Knoxville with a Bachelor of Science in Education, with honors. She later obtained her Masters of Public Administration from the University of Memphis. Outside of the office, Bridget loves to garden and generally spend time outdoors, never missing an opportunity to walk or bike the Wolf River trails. She and Edwin enjoy attending live music and sampling local restaurants around town.
Master of Public Administration at the University of Memphis
Bachelor of Science (English), with Honors, at the University of Tennessee, Knoxville
Series 6, 63 licenses
Insurance producer: life, accident and health, and variable products
Rob joined the team in 2017 and is a resource to clients in his ability to answer questions and create an impeccable client experience. He supports clients by leading the back office in portfolio design, as well as plan implementation.
Born and raised in Memphis, Rob holds a Bachelor of Science in Business Administration, with a double major in Finance and Accounting from the University of Tennessee, Knoxville. When he is not cheering on the Volunteers, Rob spends most of his time outdoors. He loves anything sports-related, traveling, and attending live music events.
Bachelor of Science in Business Administration (Accounting & Finance Major) at The University of Tennessee, Knoxville
Lauren joined the team in August 2020. She is the first point of contact for those calling and visiting the firm. She is responsible for scheduling meetings, managing client service requests, and providing advisor support. She keeps the office running smoothly and focuses on providing a warm, welcoming environment for our clients.
An upstate New York native, she graduated from Johnson and Wales University in Providence, Rhode Island in 2012. She moved to Memphis in 2016 and lives with her husband, Gregory and daughter, Ivy. She spent her first few professional years in various roles in hospitality, from Innkeeper to Group Coordinator and finally Revenue Manager, until she decided to switch gears and enter the world of Financial Services.
Bachelor of Science in International Hotel & Tourism Management at Johnson and Wales University
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
Securities, Investment Management, Financial Planning, and Consulting are offered through Silver Oak Securities, Inc., (SOSI), an SEC Registered Investment Advisor and a Broker/Dealer, Member FINRA/SIPC. Rob Jaffe is an Investment Advisor Representative and Registered Representative. Edwin Jaffe is an Investment Advisor Representative. Bridget Jaffe is a Registered Representative. Insurance products are offered by licensed individuals through independent relationships with various insurance companies. JWMCI and SOSI are separate entities.
NPN: Edwin Jaffe (1677586) Bridget Jaffe (8447652) Rob Jaffe (18592949)