Personal

• Long-term resident of Memphis
• Family: Mary Lacy Montgomery Sabin (wife) and Bud (dog)
• Hobbies: Hunting, Fishing, Golf, & Anything Outdoors

Organizations

• Leaders Conference Qualifier
• Strategic Financial Partners Wealth Management Committee
• Strategic Financial Partners Financial Partners Product Committee

Associate dealing with investment management and comprehensive asset allocation strategies for growth and income.  Additionally, dealing with complicated estate and business planning for closely held family businesses and their principals, key executives, and their families.  This involves, but is not limited to generational and charitable planning, executive benefits, business continuation issues and related estate planning.  Integration and coordination of all these areas is essential and his experience and background bring creative and comprehensive solutions to the process to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifelong resource for each and every client.

• New England Financial Leaders Conference Qualifier (2009, 2014)
• MetLife Leaders Conference Qualifier (2016)
• Series 6, 7, 63, & 65 Investment Advisor Representative
• Master of Business Administration, University of Mississippi
• B.S. Mechanical Engineering, Mississippi State University