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, is an M.P.S. candidate 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, a volunteer with My Town Miracles, and is a lacrosse coach at Memphis University School.
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 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.