At Sycamore Financial, we understand that every client has a unique set of financial needs and goals. Our team of professionals is here to act as a trusted advisor. Let us help you create and implement a plan so that you can know with confidence that an experienced professional is monitoring your longterm financial growth.
Les Jaco has more than 18 years’ professional experience with individual stocks, bonds, mutual funds, and other financial investments. He specializes in constructing personalized portfolios and has received the Accredited Investment Fiduciary (AIF®) designation. This designation is earned by study, testing and continued education in the industry best practices for placing the need of the client first in all instances.
His background as a business owner and entrepreneur has given him the experience he needs to advise clients how best to realize their goals and prudently secure their financial futures. Les is a recipient of the Jackson Award for Community Service from the West Tennessee Healthcare Foundation.
Jim Brown has 45 years of experience with individual stocks, bonds, and mutual funds. He specializes in portfolio management and has received designations as a Registered Investment Advisor Representative, Guided Portfolio Manager and Certified Portfolio Manager.
His experience as a Navy carrier pilot, Landing Signal Officer and Flight Instructor followed by 4 years as an Account Executive in marketing were his preparation for a successful career in the financial services industry. He is a 1964 graduate of the University of South Carolina (BA History, minor in Economics).
A native Memphian, Paul Shanklin has over 35 years of investment experience in individual stocks, bonds, and mutual funds. He specializes in retirement planning and is a CERTIFIED FINANCIAL PLANNER TM professional, the highest designation available in the world of financial planning. Maintaining this designation requires a fiduciary standard of care and continuing education in investments, markets, insurance, tax and estate planning.
Having created and managed several small businesses over the years has given him a wealth of practical knowledge to assist clients with their financial goals and plans.
Rob Tucker offers 17 years experience with mutual funds, individual stocks, bonds and corporate retirement plans. In 2006, he was designated a CERTIFIED FINANCIAL PLANNER TM Practitioner.
Financial planning recognizes the interaction of investment, retirement planning, taxes, the client’s estate, and risk management. Any change, including the natural rise and fall of markets, affect all five areas. As fiduciaries, our function is to advance your interests, be prudent and to make your money grow. Your interests are best served when we custom build a solution to fit you instead of trying to make you fit a pre-packaged solution.