Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Memphis

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Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Harish Vishria, CFP®, APMA, MSM

Sr. Wealth Advisor

Neha Pande, CFP®, APMA, MBA

Wealth Advisor

Robert (Bobby) Bird, CFP®, APMA

Sr. Wealth Advisor

Naishee Shah, CFA, CFP®, MPAS, APMA

Financial Planner

Susy Todd

Sr. Financial Planner

Zubin Shah, CFP®, MPAS, APMA

Financial Planner

Carrie Dlamini

Client Service Specialist

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