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Team

 

David McAdams

President (Registered Financial Representative)

901-737-3883

David McAdams is a well-known financial educator in the Memphis area. His retirement presentations have been widely attended by retires of FedEx, Northwest Airlines, UPS, and UT Memphis. Mr. McAdams has assisted numerous families with...

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Gary L. Osing

Vice President (Registered Financial Representative)

901-737-3883 ext. 107

Gary is a Vice President of McAdams Tax Advisory Group and a Registered Representative of WFG Investments, Inc. McAdams Tax advisory Group specializes in issues concerning retires. McAdams Tax Advisory Group is rated by the Better...

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Richard Burt

Vice President (Registered Financial Representative)

901-737-3883 ext. 102

Richard is a Sr. Vice President of McAdams Tax Advisory Group and a Registered Representative of WFG Investments, Inc. McAdams Tax advisory Group specializes in issues concerning retires. McAdams Tax Advisory Group is rated by the...

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Develops client relationships, plans and hosts speaking engagements, client events, and workshops. Manages and maintains advisors’ calendars.

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Lenita is originally from Baton Rouge, LA but moved to Memphis when she was a little girl. She is a graduate of Craigmont High School and attended University of Memphis (Memphis State at the time). She has two girls, Lisa, 25 and...

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Gretchen was born in Memphis, TN. and is a graduate of Messick High School. She attended Methodist School of Nursing and pursued nursing at LeBonheur Children’s Hospital and for a Dermatological Surgeon. She has been married to her...

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Peggy Mitchell, receptionist, is married to retired veterinarian, Joe Mitchell. 2015 marks her 50th anniversary. Peggy has one daughter Jane and two brilliant grandchildren Alexandra and Zach. IN the 1970s attended Memphis State for...

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Lisa has a B.S. in Elementary Education from The University of Memphis, and taught in the Shelby County School System for 10 years before making the career switch to McAdams in 2014. She helps process new business, handles allocation...

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Rhonda Presley

Asset Transfer Manager

901-737-3883

901-755-0420

Rhonda grew up in Memphis and attended The University of Memphis where she graduated with a BBA in Management. She has 12 years banking experience and 8 years of Insurance experience. She is currently Life and Health Licensed in TN &...

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