[CEO Name]

[CEO Name] is the Founder and President of [Firm Name], an asset and wealth management organization in Cordova, TN. For more than two decades, [CEO Name] has helped his clients in and around the Memphis area better preserve their retirement savings and increase their retirement income.

As President, [CEO Name] is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. [CEO Name] also works closely with estate planning attorneys in the area, to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.

As an independent financial advisor, [CEO Name] has helped hundreds of clients implement income-generating strategies designed to help protect their savings from the threat of inflation, rising health care costs, and market risk.