Broker Check

Our Team

C. Shane Miller

Managing Partner

(901) 748-3602

shane@redoakcapitalmanagers.com

Registered Representative of Cambridge Investment Research. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Over 24 years of experience focusing on personal investment management, qualified retirement...

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Leslie Bond

Business Manager

(901) 748-3602

leslie@redoakcapitalmanagers.com

Life-long Shelby County resident. Attended Shelby County Schools as well as Memphis State University Graduate of M.S.U. in 1989 with a B.S. in Early Childhood Education. Pre-School teacher for three years Shelby County Schools...

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Matthew W. Bailey

(901) 756-5667

(901) 754-9502

mbailey@pathwayoflife.com

www.pathwayoflife.com Matt graduated from Furman University in 1987 with a BA in Accounting After developing an extensive background in public accounting and internal auditing, he became an analyst for The Williams Companies for...
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Gena Poole

(901) 756-5667

gpoole@pathwayoflife.com

www.pathwayoflife.com Gena comes to Pathway Financial Services, Inc. with over 35 years in the insurance industry. She is experienced in employee group benefits administration, individual health and life insurance as well as annuities...

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Lee H. Pierce

Retirement Plan Specialist

(901) 271-3720

lee@piercefinancial.org

CPA - Certified Public Accountant AIF - Accredited Investment Fiduciary CMA - Certified Management Accountant 401k & qualified plan solutions including; plan design, fee benchmarking, provider searches, investment advisory and...
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Michael F. Dreve

Group Benefits Specialist

(901) 758-1500 ext 0106

michaeldreve@uclfinancial.com

Graduate of Memphis State University - BBA (Bachelor of Business Administration) Work Experience - Insurance 24 Years as a sales advisor in the insurance industry 23 Years of Specializing in Group Benefits (Medical, Dental, STD, LTD,...

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Eric McCully

Eric McCully, CFP® is an Investment Advisor Representative and owner of Greater Financial located in Memphis. While he focuses on retirement planning and wealth management, he utilizes a comprehensive planning approach to provide...
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Cynthia Burcham

Insurance Specialist

901-818-4315

cburcham@agencyservices.com

Cynthia Burcham is a seasoned agent with five years’ experience in the insurance industry. Her areas of specialty include educating clients about the need and types of life insurance, long-term care planning and Medicare...

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* Cynthia Burcham, Michael Dreve, Leslie Bond, and Gena Poole are not registered with Cambridge Investment Research