Our Team

Alan Richmond is a seasoned financial advisor with over 16 years of experience helping individuals and families achieve their financial goals. With a passion for building long-term relationships and a commitment to personalized service, Alan works closely with clients to develop strategies that address their unique financial needs. He takes a holistic approach to financial planning, ensuring that each client's plan is comprehensive, flexible, and aligned with their values and aspirations. He is dedicated to empowering clients to make confident financial decisions, navigating life's transitions with clarity and peach of mind. Alan and his wife, Kristin reside in Memphis, Tennessee with their 3 young children. When Alan isn't assisting his clients, he enjoys golfing, taking weekend trips, and coaching his boys' sports teams. Alan graduated from Mississippi State University then proceeded to obtain his MBA at The University of Tennessee. 

Clayton Ellis is a dedicated financial advisor with over 17 years of experience helping clients build, grow, and protect their wealth. With a deep understanding of financial markets, investment strategies, and estate planning, Clayton specializes in creating tailored solutions designed to meet the unique needs of individuals and families. By working closely with clients, he provides personalized advice that align with both short-term goals and long-term objectives, ensuring a balanced, strategic approach to financial security. Known for his integrity, transparency, and commitment to delivering exceptional service, Clayton prides himself on building strong, lasting relationships based on trust and mutual respect. Outside of the office, Clayton enjoys spending time with his wife, Kristen and their two young girls, weekends on the golf course, and time spent on Pickwick Lake. Clayton graduated from The University of Memphis as a Division I athlete. Clayton and his family resides in Memphis, Tennessee.