Our Team
C. Shane Miller, CLU, ChFC, LUTCF
Managing Partner
shane@redoakcapitalmanagers.com
Registered Representative of Cambridge Investment Research. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Over 30 years of experience focusing on personal investment management, qualified retirement...
Leslie Bond
Business Manager
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...
Matthew W. Bailey
(901) 754-9502
Gena Poole
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...
Lee H. Pierce
Retirement Plan Specialist
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...
Michael F. Dreve
Group Benefits Specialist
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,...
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...
Cynthia Burcham
Insurance Specialist
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...
* Cynthia Burcham, Michael Dreve, Leslie Bond, and Gena Poole are not registered with Cambridge Investment Research