Experience

For more than four decades, Brenda has helped families make financial decisions with purpose and perspective. Since entering the profession in 1985, she has built relationships that span generations and now advises many of the children and grandchildren of her original clients.

That longevity has reinforced a lesson Brenda has seen time and again: financial choices are rarely isolated from the rest of life. Family dynamics, personal goals, unexpected challenges, and changing responsibilities all influence the decisions people make. Her experience allows her to help clients consider not only the numbers, but also the broader realities surrounding them.

Brenda’s professional perspective is strengthened by her own life experiences. After the loss of her first husband following a long marriage, she gained firsthand insight into how quickly financial responsibilities can change. That experience deepened her understanding of clients who find themselves stepping into unfamiliar roles and making significant decisions during difficult transitions.

Known for her dependability and straightforward advice, Brenda focuses on building long-term relationships rooted in trust. Clients value her consistency, candor, and commitment to being present through both life’s defining milestones and the quieter years in between.

Brenda holds a Bachelor of Business Administration from the University of Memphis and has earned the UBS Wealth Advisor designation. She and her husband, Bob, are proud of their blended family of five children. At home, they enjoy the company of their rescued dogs, Penny and River. Outside the office, Brenda enjoys tennis, travel, yoga, and spending time with family and friends.

Jordan believes effective financial planning is about creating confidence, not complexity. Her guiding philosophy is simple: a financial strategy should be understandable, practical, and aligned with the life a client wants to build.

Throughout her career, Jordan has been especially drawn to working with individuals and families facing major life transitions. Whether navigating divorce, receiving an inheritance, coping with the loss of a loved one, or preparing for a growing family, clients often find themselves making decisions that carry long-term consequences. Recognizing the need for specialized guidance during these moments, Jordan earned the Certified Divorce Financial Analyst® designation to help clients evaluate complex choices and move forward with greater clarity.

Jordan takes a comprehensive approach to planning, coordinating every aspect of a client’s financial life so that investment, retirement, tax, and legacy decisions work together toward a common objective. Clients frequently describe her as thoughtful, approachable, and skilled at turning overwhelming decisions into manageable steps.

Committed to delivering informed advice, Jordan pursues ongoing professional education and collaborates closely with clients’ CPAs and tax professionals to ensure recommendations are both strategically sound and tax-efficient.

Jordan earned her CFP® certification in 2014 and 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. Active in her community, she serves on her church’s vestry and on the board of RiverArtsFest. Outside the office, she enjoys entertaining friends, cooking, audiobooks and spending time in her garden.

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.