Financial Advice with Compassion
We deeply recognize the faith clients place in our team to safeguard their finances or, more significantly, protect their peace of mind. We know firsthand just how much one’s overall well-being and quality of life are driven by financial security. We serve as financial stewards for our clients and employ a process directed by your needs and the motivation for what brings joy to you.
Financial Advice with Compassion
We deeply recognize the faith clients place in our team to safeguard their finances or, more significantly, protect their peace of mind. We know firsthand just how much one’s overall well-being and quality of life are driven by financial security. We serve as financial stewards for our clients and employ a process directed by your needs and the motivation for what brings joy to you.
Your Advisory Team
Heath is a seasoned Financial Advisor with more than 15 years of experience. Before founding Alluvial Wealth Partners, Heath most recently served as Vice President for First Horizon Advisors (previously FTB Advisors) for nine years. He began his career at Shoemaker Financial before transferring to AMSouth Bank where he was introduced to the bank investment model. Heath subsequently gained experience as a Financial Advisor for SunTrust Investment Services, Inc. before joining FTB Advisors in 2013.
As Senior Wealth Advisor and Managing Partner at Alluvial Wealth Partners, Heath intends to combine the investment principals he learned working for large institutions with the personalized client care that can be provided with a small firm to create a unique experience for clients.
Heath was born and raised in Clarksdale, MS and currently resides in Lakeland, TN with his son, Campbell. He attended the University of Mississippi and moved to Memphis upon graduation to begin his career as a financial professional.
(O) 901.631.9867
(E) heath@alluvialwp.com
As a Wealth Advisor and Partner at Alluvial Wealth Partners, Mary’s focus is helping her clients reach both the short- and long-term financial goals they have set for themselves. She prioritizes building a strong client relationship based on effective communication, a shared understanding of objectives, and a commitment to providing solutions that address the unique needs of each client.
Mary began her career as a Financial Advisor with First Horizon Advisors in 2015. Before entering the financial services industry, she worked in pharmaceutical sales for global companies. Mary has a keen eye for detail and spent the early years of her career working as an interior designer.
Mary was born and raised in Memphis, TN. She received a Bachelor of Fine Arts from the University of Memphis. Although Mary is a UofM graduate, she’s an Ole Miss fan. She currently resides in Memphis with her daughter, Mae.
(O) 901.631.9868
(E) mary@alluvialwp.com
As Client Services Advisor and Partner at Alluvial Wealth Partners, Lindsay is responsible for managing our day-to-day operations as well as fostering the client experience. With 15 years of industry experience, she has held roles at FTB Advisors, Suntrust Investment Services and Suntrust Bank.
Lindsay was born and raised in Memphis, TN. She graduated from the University of Memphis with a Bachelor of Science in Finance. Lindsay and her husband, Chris, have three sons, Braylen, Case and Emmett.
(O) 901.631.9866
(E) lindsay@alluvialwp.com
Your Advisory Team
Heath is a seasoned Financial Advisor with more than 15 years of experience. Before founding Alluvial Wealth Partners, Heath most recently served as Vice President for First Horizon Advisors (previously FTB Advisors) for nine years. He began his career at Shoemaker Financial before transferring to AMSouth Bank where he was introduced to the bank investment model. Heath subsequently gained experience as a Financial Advisor for SunTrust Investment Services, Inc. before joining FTB Advisors in 2013.
As Senior Wealth Advisor and Managing Partner at Alluvial Wealth Partners, Heath intends to combine the investment principals he learned working for large institutions with the personalized client care that can be provided with a small firm to create a unique experience for clients.
Heath was born and raised in Clarksdale, MS and currently resides in Lakeland, TN with his son, Campbell. He attended the University of Mississippi and moved to Memphis upon graduation to begin his career as a financial professional.
(O) 901.631.9867
(E) heath@alluvialwp.com
As a Wealth Advisor and Partner at Alluvial Wealth Partners, Mary’s focus is helping her clients reach both the short- and long-term financial goals they have set for themselves. She prioritizes building a strong client relationship based on effective communication, a shared understanding of objectives, and a commitment to providing solutions that address the unique needs of each client.
Mary began her career as a Financial Advisor with First Horizon Advisors in 2015. Before entering the financial services industry, she worked in pharmaceutical sales for global companies. Mary has a keen eye for detail and spent the early years of her career working as an interior designer.
Mary was born and raised in Memphis, TN. She received a Bachelor of Fine Arts from the University of Memphis. Although Mary is a UofM graduate, she’s an Ole Miss fan. She currently resides in Memphis with her daughter, Mae.
(O) 901.631.9868
(E) mary@alluvialwp.com
As Client Services Advisor and Partner at Alluvial Wealth Partners, Lindsay is responsible for managing our day-to-day operations as well as fostering the client experience. With 15 years of industry experience, she has held roles at FTB Advisors, Suntrust Investment Services and Suntrust Bank.
Lindsay was born and raised in Memphis, TN. She graduated from the University of Memphis with a Bachelor of Science in Finance. Lindsay and her husband, Chris, have three sons, Braylen, Case and Emmett.
(O) 901.631.9866
(E) lindsay@alluvialwp.com
Will Brand
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Will Brand
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
