Our Team

Edwin started in the business in 1983.  As a CERTIFIED FINANCIAL PLANNER™ Professional 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 PLANNER™ Professional
• Quoted in many local and national publications
• Guest speaker/lecturer on the topics of both economics and personal finance
• Series 65 License
• TN Life and Health Insurance License

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.  In 2023 he earned his Masters of Science in Personal Financial Planning as well as the CERTIFIED FINANCIAL PLANNER™ certification.  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.

• Masters of Science in Personal Financial Planning at The College for Financial Planning
• Bachelor of Science in Business Administration (Accounting & Finance Major) at The University of Tennessee, Knoxville
• CERTIFIED FINANCIAL PLANNER™ Professional
• TN Life and Health Insurance License
• Series 6, 63, 65 & 7 Licenses

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
• TN Life and Health Insurance License