P O W E R
P L A Y E R S
Financial Planning
Money ain’t easy. It can be hard enough to obtain, so when it comes to growing your dollars, choosing the right fi nancial planner is critical. A good fi nancial planner moves easily between devising long-term comprehensive fi nancial plans and tackling very specific goals such as buying a home or investing an inheritance. He or she has a command of sound investments and is prepared to assess the risks and possible outcomes of a variety of plans. In addition to bringing strong credentials to the table, the planner must also possess a more personal trait — the gift of making clients feel comfortable and confident in their decisions. The POWER PLAYERS listed here have built solid reputations in their field. Several have been recognized as Five Star Wealth Managers by Memphis magazine. CHARLIE AUERBACH President and Co-Founder, Wealth Strategies Group, Named Top 50 Independent Financial Advisor, Business Week. Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Enrolled Agent, and Accredited Tax Advisor. Former President, Mid-South Chapter of Financial Planning Association and Temple Israel Brotherhood. Member, Better Business Bureau Board and LPL Financial Retirement Partners Group. Recognized as an ERISA 3(38) Investment. RAY BRANDON CEO, Brandon Financial Planning. Bachelor’s, Economics and Finance, Vanderbilt University; M.B.A., University of Texas. Certified Financial Planner, Chartered Financial Analyst, Chartered Life Underwriter, and Chartered Financial Consultant. Third-generation financial planner. Writes weekly column in Memphis Daily News. Listed in Who’s Who in America and Who’s Who in Finance and Industry. Member, CFA Institute. Sergeant at Arms, Downtown Rotary Club. CHIRAG CHAUHAN Partner and Director of Financial Services, The Barnett Financial Group. Certified Financial Planner. Dispute Resolution Arbitrator, FINRA. Accredited Investment Fiduciary. Certified Healthcare Reform Specialist. Million Dollar Round Table, lifetime member. Advisory Council, Methodist Le Bonheur Germantown. Board of Directors, The Boys and Girls Clubs of Greater Memphis Hickory Hill, Memphis Development Foundation, and Leadership Memphis. Recipient, 2011 to 2016 Centurion Producer Award, AXA Advisors.
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ROBERT CREMERIUS Principal, Cremerius Wealth Management. B.S., Accounting, Christian Brothers University. Certified Public Accountant. Personal Financial Specialist, a financial planning specialty credential issued by American Institute of CPAs. Member, Memphis Estate Planning Council, Economic Club of Memphis, Tennessee Society of Certified Public Accountants. Supporter, Dixon Gallery and Gardens, Food for the Poor. MICHAEL DEUTSCH Managing Director, United Capital Memphis, Nashville offices. B.A. and M.B.A., Christian Brothers University; M.A., St. John’s College. Certified Financial Planner and Certified Divorce Financial Analyst. Has 20 years of experience working in wealth management, including client care, information systems, business development, and management. Board Chairman – Memphis Inner-City Rugby, 2017. Partner, agapenorth.com BRIAN DOUGLAS Experienced Memphis Certified Financial Planning Practitioner with Guidingpoint Financial Group. Works with those approaching and in retirement to implement retirement income strategies and intergenerational planning practices. The only Accredited Domestic Partnership Advisor (ADPA) in the Mid-South, working with non-traditional families, single parents, and LGBTQ individuals and couples to better understand and manage their complex financial planning concerns and needs.
KATHLEEN FISH President and Founder, Fish and Associates Financial Services. M.B.A., University of Memphis. Certified Financial Planner, Chartered Life Underwriter, and Chartered Retirement Planning Counselor. Member, Financial Planning Association and Society of Entrepreneurs. Founding Partner, Fusion Advisor Network. Board Member, Playhouse on the Square, Playback Memphis, and Benjamin L. Hooks Institute for Social Change at University of Memphis. Past Board Chairman, Playhouse on the Square. Ambassador, Baptist College of Health Sciences. Member, Insights Group of Society of Entrepreneurs. JIM S. FORBIS President, CFH Financial Services, Inc. Chartered Life Underwriter, Chartered Financial Consultant, Certified Senior Advisor, and Accredited Investment Fiduciary Studies. Life and Qualifying Member, Million Dollar Round Table. Member, Top of the Table, Forum 400, and Pinnacle Study Group. Received Volunteer of the Year Award in 1990 for founding Make-A-Wish Foundation of the Mid-South and has served as a national board member and officer of Make-A-Wish Foundation of America. SAMUEL N. GRAHAM CEO and Co-Founder, Diversified Trust Company. B.S., University of TennesseeKnoxville; M.B.A., University of Memphis; ABA Graduate Trust School, Northwestern University, and Cannon Financial Institute Trust School. Certified Trust and Financial Advisor. Past President, Memphis Estate Planning Council. Master’s alumnus, New Memphis Institute. Board Chair, Memphis University School. Board Member, Teach For America Memphis region. Trustee, Covenant Theological Seminary in St. Louis. HAMPTON A. HOLCOMB Financial Advisor/Investment Specialist, Memphis Office, Strategic Financial Partners. D.D.S., University of Tennessee Health Science Center. Company specializes in high net worth individuals and business transition planning. Metlife Securities Masters Level Achievement for eight years. Founding Elder, Fellowship Church. Supporter of Le Bonheur Children’s Hospital. Board Member, Agape, Hope Christian Community Foundation, Downline, Young Life Memphis Urban, and Northrise University in Zambia, Africa. JIM ISAACS President and Chief Executive Officer, Legacy Wealth Management. Certified Financial Planner professional. Bachelor of Arts, Ithaca College; Master of Business Administration, Finance, Seton Hall University. Member of CBU Board of
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