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All in the Family....YOURS and OURS

We are happy to introduce you to our newest team member, Leslie F. Richmond. And yes that F. is for Ferguson.  Did we expect to be working with a daughter, or a sister? Nope. But we are so excited to have her FINALLY join your financial planning family!

Leslie will serve as our Relationship/Communications manager. Her job will be to help us stay in touch with you, often!

This means knowing what’s important to you, now. It means keeping track of your personal milestones and accomplishments. Most of all, it means always being there when you need us.

Families like yours are why we do what we do. And who better to help you than a family. Whether it be a mother, grandmother, brother, son, sister or daughter, just like yours!  

Leslie comes to us with her Master of City and Regional Planning from the University of Memphis. In the fall, she realized her love for economic development/job creation and her love for city planning was very similar to financial planning. She wants to help those recipients of good jobs to reach their goals and dreams.  She finally understood the reasons why we love what we do! (We’ve been telling her since her undergraduate days at Mississippi State.)  

Leslie will call you soon, but in the meantime, if you have any questions, or if there is any thing we can do for you, please don’t hesitate to let us know. Thanks again letting our family be a part of your family!


Happy New Year and Happy New Decade


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