Who We Are

As the landscape of the investment management industry has shifted in recent years, we saw an opportunity to offer a more customized approach in the construction of our client’s financial plan and investment strategy. The dichotomy of client needs and industry fees can often represent a lack of transparency and fiduciary responsibility. As a fiduciary, we seek to partner with clients who seek comprehensive wealth management solutions, while receiving only the most suitable guidance and advice.

The Team

  • A man with dark brown hair and a suit smiling in an office building with an industrial interior and multiple levels.

    Andrew Gilbert, CFP® | Partner

    Andrew is passionate about helping LoneTree's clients navigate the many aspects of their financial lives. With a strong foundation in comprehensive financial planning, he takes the time to understand each family’s unique goals and circumstances—empowering them to make informed decisions and move forward with confidence.

    Before co-founding LoneTree Wealth, Andrew spent several years at UBS Financial Services, where he worked closely with high-net-worth and ultra-high-net-worth families. His expertise spans financial planning, investment management, tax strategy, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Wealth Management Advisor® designation. Andrew earned his Bachelor of Arts from the University of Tennessee.

    Andrew lives in Germantown, Tennessee, with his wife, Taylor, and their two children. Deeply rooted in his community, he volunteers with My Town Miracles, serves on the Memphis Chapter committee of the Delta Waterfowl Foundation, and is a member of the Madonna Learning Center’s NextGen Council. Outside the office, Andrew enjoys time with his family and looks forward to teaching his children the joys of hunting, fishing, and golf.

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    Jimmy Beard | Partner

    Jimmy is dedicated to supporting LoneTree’s clients as they navigate the complexities of wealth management. With a background in alternative asset management and family office consulting, he takes the time to understand each client’s unique goals and circumstances, helping them develop tailored strategies that align with their vision for the future.

    Before co-founding LoneTree, Jimmy gained valuable experience working with real estate developers, institutional private equity real estate funds, and a family office. His expertise includes investment management, alternative asset consulting, and income strategies. Jimmy holds a Bachelor of Arts from the University of Tennessee, a Master of Professional Studies in Real Estate Finance from Georgetown University, and the Series 65 license.

    Jimmy lives in Memphis, Tennessee, with his wife, Olivia, and their daughter. Committed to giving back, he serves as an Ambassador for the Glioblastoma Foundation, volunteers with My Town Miracles, and contributes as a panelist for Golf Digest Magazine. Outside of work, Jimmy enjoys spending quality time with his family, playing golf, and listening to live music.

  • Paige Dye | Operations Coordinator

    Paige serves as the Operations Coordinator at LoneTree, where she is dedicated to providing an exceptional experience for our clients. Before joining the firm, she gained valuable experience at Diversified Trust Company and UBS Financial Services in Memphis, building a strong foundation in financial operations and client support.

    A native of Memphis, Paige began her career pursuing elementary education at Mississippi State University before transitioning into finance. She earned her MBA from the University of North Alabama and holds the Series 7, 63, and 65 licenses.

    Paige lives in Germantown, Tennessee, with her husband and two children. Outside of work, she enjoys reading and spending quality time outdoors with her family.