The Team - LoneTree Wealth Management

JIMMY BEARD

Partner

Jimmy has a background in alternative asset management and family office consulting. He is focused on the growth and operations of the firm and maintaining strong personal relationships with all of the firm’s clients. Jimmy specializes in managing high-net-worth relationships grounded in comprehensive investment management, alternative asset consulting and income strategies. Additionally, he serves as LoneTree’s Chief Compliance Officer (CCO).

Jimmy has previously worked for real estate developers, institutional private equity real estate funds and a family office. He earned a Bachelor of Arts degree from the University of Tennessee, a Masters of Professional Studies in Real Estate Finance at Georgetown University, and holds the Series 65 license.

Jimmy lives in Memphis, Tennessee with his wife, Olivia, and daughter. In his spare time, he is an Ambassador for the Glioblastoma Foundation, a panelist for Golf Digest Magazine, and a volunteer with My Town Miracles.

ANDREW GILBERT, CFP®

Partner

With an extensive background in financial planning, Andrew enjoys helping clients navigate the many aspects of their financial lives. Previously, Andrew worked as a financial advisor for UBS Financial Services, Inc., where he spent several years engaging with high-net-worth and ultra high-net-worth families in the areas of financial planning, investment management and estate strategy.

As a CERTIFIED FINANCIAL PLANNER® professional, Andrew serves in a fiduciary capacity to provide clients with only the most suitable guidance and advice. He earned his Bachelor of Arts from the University of Tennessee, holds the Series 7 & 66 licenses and is licensed in TN for Life & Health Insurance. He also holds the Accredited Wealth Management Advisor® designation.

Andrew lives in Germantown, Tennessee with his wife, Taylor, and two children. In his spare time he enjoys serving on the NexGen Council for the Madonna Learning Center, the committee for the Memphis Chapter of the Delta Waterfowl Foundation as well as a volunteer with My Town Miracles.

HELEN HINDS

Wealth Advisor

Helen joined the LoneTree team as a Wealth Advisor with six years of financial services experience. She most recently served in a client relations role at Southeastern Asset Management, a concentrated, value investment firm.

Originally from Mobile, Alabama, Helen moved to Memphis after graduating from The University of Alabama with a Bachelor of Science in Commerce and Business Administration. She holds the Series 7, 63, and 65 licenses. In her free time she enjoys art, tennis, and taking her dog to Shelby Farms.

FAQ

How is LoneTree different?

Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

What does being a Fiduciary mean?

A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.

What separates us from other financial advisors?

A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.

Where is my money kept?

In our advisory role, we never take custody of client assets. We utilize Charles Schwab & Co., Inc. as the custodian of client accounts and as our primary broker. Our relationship with Charles Schwab & Co., Inc. is an arm’s length transaction with no exchange of funds between Charles Schwab & Co., Inc. and us. When your account is established with Charles Schwab & Co., Inc., you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.