Experience

Jordan Edmundson believes financial planning should help people feel more confident about their future, not more overwhelmed by it. Her approach is grounded in education, thoughtful guidance, and making sure clients understand the "why" behind every recommendation.

She knows that financial decisions rarely happen in isolation. They are often tied to family, career opportunities, changing priorities, and the goals people have for the years ahead. Whether a client is building wealth, preparing for retirement, navigating a major life change, or simply looking for a clearer direction, Jordan helps bring structure and perspective to the decision-making process.

Clients appreciate Jordan's ability to translate complex financial concepts into practical conversations. She believes good advice isn't about creating more information—it's about helping people focus on what matters most and understand the trade-offs that come with every decision.

Jordan takes a comprehensive view of financial planning, helping clients connect investment management, retirement planning, tax considerations, and long-term objectives into a coordinated strategy. This often means partnerships, she is also a member of the Vanderslice Edmundson Wealth Management team and believes in the importance of having the right people in the room. This also entails working closely with clients' CPAs and other professional advisors to ensure decisions remain aligned across all aspects of their financial lives.

Committed to maintaining the highest professional standards, Jordan earned her CFP® certification in 2014 and later became a Certified Divorce Financial Analyst®. She continues to pursue ongoing professional education so clients can benefit from current planning strategies and industry best practices.

Jordan holds a Master of Science in Business Administration with a concentration in Finance from the University of Memphis. She lives in Memphis with her husband, Bryan, their son, David, and three rescued French bulldogs. Away from the office, she serves on her church's vestry and on the board of RiverArtsFest. She enjoys hosting friends, cooking, audiobooks and spending time in her garden.

For more than thirty years, Don Williams has helped Memphis families navigate life's financial milestones, from building wealth during their working years to creating income and legacy strategies in retirement. Through changing markets, economic cycles, and personal transitions, he has remained a steady presence for the families he serves.

Don has built his career around accessibility, honesty, and long-term relationships. Clients know they can reach out with a question and receive straightforward guidance grounded in experience. Over the years, that approach has earned the trust of multiple generations of families who continue to look to him for perspective during important decisions.

As Don gradually transitions away from day-to-day client responsibilities, he remains deeply committed to sharing the knowledge gained throughout his career and ensuring clients continue to benefit from the culture of service and advice he has spent decades building.

A graduate of the University of Memphis with a degree in Accounting, Don has long been active in the Memphis community. He currently serves as Chair of the Finance Committee at St. Peter Catholic Church and Chair of the Investment Committee for the Boys & Girls Club of Greater Memphis. He and his wife, Sherry, live downtown and enjoy supporting Memphis Tigers and Grizzlies athletics, spending time with their two adult daughters and new granddaughter, and spoiling their doodles, Brooks and Conley.

Melanie believes the best client service is often the kind that feels effortless. Clients know her as someone who is thoughtful, responsive, and genuinely invested in making their experience as smooth as possible. Whether helping a client through a routine request or a significant life event, she brings a steady presence and a commitment to making people feel cared for and supported.

What clients appreciate most about Melanie is her reliability. She builds trust through consistency, attention to detail, and a willingness to go the extra mile to ensure clients feel informed and confident every step of the way. Her goal is simple: to help clients feel comfortable knowing there is someone looking out for them and anticipating their needs.

A Memphis native, Melanie earned her Bachelor of Business Administration in Business Management from the University of Memphis. She and her husband, Michael, have called Germantown home for more than twenty years and enjoy spending time with their son, William and their rescue dog, Ella. Outside the office, you'll often find her cheering from the sidelines at a baseball game or golf tournament and volunteering through Room in the Inn, a ministry that supports families experiencing housing insecurity throughout the Memphis community.

Anne understands that every client interaction matters. She is often one of the first voices clients hear and takes pride in creating an experience that feels welcoming, personal, and attentive. Whether someone has a simple question or needs guidance through a more complex situation, Anne is committed to making sure they feel heard, valued, and well cared for.

Before entering wealth management, Anne spent two decades working in education, where she developed a passion for helping people navigate challenges, celebrate milestones, and reach important goals. That same people-first perspective shapes the relationships she builds with clients today. Her warm approach, steady demeanor, and genuine interest in others help foster the sense of trust and connection that clients value.

Anne earned degrees from the University of Mississippi and Vanderbilt University. She and her husband, Scott, have been married for more than 30 years and are proud parents of three adult children and a growing number of grandchildren. Away from the office, she enjoys reading, exercising, cooking, and gathering with family and friends—often around a Mahjong game.