Whatever your dreams, we can help make them a reality. And we’re with you throughout your life’s journey, adjusting and providing counsel throughout. Whether it’s the sale or purchase of a company, an investment in land, or the care for an aging parent, we strive to help you successfully navigate the twists and turns that life can throw your way. We’re here to help you both build on and protect the wealth you’ve worked so diligently to attain.
A service of
Strategic financial partners
We're here for you
Our specialists focus on you before we focus on the numbers. We know each story is different, so we’re here to help you write yours — with a wealth management plan completely tailored to you.
Your business
We’ll develop wealth-building strategies that align with the forecasts for your income. Whether you’re running a family business or helping manage an international corporation, we help you find the right approach to manage the wealth your hard work brings.
Your family
The people who rely on your success should be a key part of your wealth management strategy. We can help with everything from estate planning to business transitions to assistance with trusts, working to ensure that your wealth provides stability and new possibilities for your loved ones.*
Your goals
Wealth means nothing if it sits in an account forever. We work with you to identify key personal goals: Investing in vacation homes. Participating in philanthropy. Buying a new boat. Whatever your goals are, we’ll work to help you reach them — and then make progress toward the next goals.
How we help
Investment Management
- Portfolio Analysis
- Asset Allocation
- Portfolio Construction
- Liquidity Management
Wealth Strategies
- Estate Planning
- Business Succession
- Retirement Planning
- Charitable Strategies
Risk Management
- Insurance Analysis
- Executive Benefits
- Long Term Care
- Employee Benefits
Specialists you can count on
The SFP Private Wealth team specializes in products designed to provide the best wealth strategies for your situation. We have more than 100 years’ collective experience helping hundreds of your peers pursue their goals and build a lasting legacy. Our process-driven approach is designed to ensure you fully understand how your money is working for you.
We’re here to help you plan for the future, adapt when those plans need to change, and celebrate with you when you’ve achieved your goals.
Meet Our Team
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John Phillips IV CLU, ChFC
John is passionate about helping people maximize the benefits and financial security their wealth brings them and their families. He has helped coordinate their estate plans, business succession plans, executive benefits, retirement plans, employee benefits plans, and charitable interests.
John is a graduate of Memphis University School and enjoys golfing, hunting, and other sports. He’s a fan of the Memphis Grizzlies, SMU Mustangs, Virginia Cavaliers, and Arkansas Razorbacks. He loves spending time with his wife, Paige, and his children and grandchildren.
Organizations
- Million Dollar Round Table (MDRT) – Lifetime member
- Society of Financial Service Professionals (FSP) – Member
- Financial Security for All (Finseca) – Member
- Second Presbyterian Church – Elder
Education
- Southern Methodist University (SMU) – 1980
- The American College of Financial Services – 1983
Get in touch
jphillips@sfpprivatewealth.com
901.260.6408
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Fred Schaeffer, Jr.
Fred is a native Memphian who loves his city and is passionate about helping the people in it. He works tirelessly to ensure every one of his clients has the means to pursue their goals and dreams. Fred is dedicated to providing creative solutions for his focused areas of life insurance planning, employee benefits, and wealth management.
Fred loves all sports, and takes special joy in the Grizzlies, Ole Miss, and a round of golf. He enjoys spending time with his wife Courtney and their two children, Courtney and Fred.
Organizations
- Second Presbyterian Church – Deacon
- Second Presbyterian Church Foundation – Board member
- Memphis University School Board member
- Million Dollar Round Table (MDRT) – Lifetime member
- Top of the Table MDRT – Lifetime member
- MetLife Hall of Fame, 2011
Education
- Memphis University School – 1988
- University of Mississippi – 1992
Get in touch
fschaeffer@sfpprivatewealth.com
901.260.6438
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Hampton A. Holcomb
Hampton was born in Chattanooga, TN. He has lived in Memphis for 60 years, where he graduated from Central High School. He began his career as a dentist before starting a dual career as a financial advisor. His new passion led to his role as a founding member at Financial Resource Management in 1994.
After selling his dental practice in 1998, Hampton committed himself fully to finance. This commitment gave him the opportunity to serve as one of the Sr. Vice Presidents of FTN Financial Capital Markets Group before joining Strategic Financial Partners in 2008.
Hamp is passionate about helping clients creatively work through the financial and emotional intricacies of multi-generational planning and the impact it has on their family and charitable giving.
Hamp’s favorite pastime is traveling with Nancy, his wife of more than 40 years, as well as hunting and playing golf. Their greatest joy is spending time with their three married children and 10 grandchildren.
Organizations
- Agape Child & Family Services – Board of Directors
- Downline Ministries – Board of Directors
- Christian Community Foundation – Board of Directors
- Northrise University in Zambia – Board of Directors
- Le Bonheur Children’s Hospital
- National Spina Bifida Foundation
- Memphis Urban YoungLife
- Crichton College
- Nexus Leadership
- Founding elder of Fellowship Memphis
Education
- The University of Tennessee Knoxville
- The University of Tennessee at Memphis College of Dentistry – 1981
Get in touch
hholcomb@sfpprivatewealth.com
901.767.5951
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Bill Edwards
Born and raised in Memphis, TN, Bill attended Evangelical Christian School (ECS). After high school, he attended the University of Memphis on a baseball scholarship. In 2004, he was drafted by the Los Angeles Angels, which was the beginning of a five-year professional baseball career.
In his role as the President of SFP Sports, Bill provides strategic wealth protection and development for coaches and professional athletes. He serves a diverse set of individuals and works to provide unique strategies based on their needs.
Bill provides strategic wealth protection and development for coaches and professional athletes. He is passionate about helping these professionals use their wealth to support their dreams and lifestyles throughout their entire lives. While professional sports careers can be lucrative, they can also be fleeting. Bill leverages the resources of the Private Wealth team to help coaches and professional athletes protect and grow their wealth during top earning years and post-athletic career.
Organizations
- University of Memphis M Club – Board of Directors
- University of Memphis M Club Hall of Fame – Billy J. Murphy Award, 2018
- University of Memphis M Club – President, 2015-2017
- Evangelical Christian School – Volunteer Assistant Baseball Coach, 2011-2015 and 2021-Current
Education
- University of Memphis – 2004
Get in touch
bedwards@sfpprivatewealth.com
901.260.6424
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Barrett Jones
Barrett was born and raised in Germantown, TN, where he attended Evangelical Christian School. After high school, he accepted a scholarship to play football at the The University of Alabama. During his time at Alabama, he was a four-year starter, winning three national championships. In 2013, he was drafted by the St. Louis Rams in the fourth round. Barrett played three seasons in the NFL with the Rams, Steelers, Bears, and Eagles.
He now lives in Germantown with his wife, Katie, and son, Anderson. Barrett joined Strategic Financial Partners in 2017, and he brings the same dedication to his financial career as be brought to his football career. He enjoys seeing clients achieve their goals, and hopes to serve the community for many years to come.
Organizations
- ESPN Radio – Lead College Football Analyst
- The Salvation Army – Board of Directors
- Agape Child & Family Services – Board of Directors
- Alabama Alumni Association
- Harvest Church
Education
- The University of Alabama – 2011
Get in touch
bjones@sfpprivatewealth.com
901.260.6436
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Chandler Gagnon
Chandler was born and raised in Memphis, TN. He attended high school at Evangelical Christian School before continuing his education at the University of Memphis, where he was a four-year letterman with the men’s soccer team.
He enjoys spending time with his wife, Cathleen, and three children: Hayes, Warner, and Elle. He loves to connect with the next generation, especially through coaching. He is passionate about the relationships he has with his clients, and he is dedicated to helping clients achieve their financial goals.
Organizations
- Harvest Church
- University of Memphis
Education
- University of Memphis – 2015
Get in touch
cgagnon@sfpprivatewealth.com
901.767.5951
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Walker Jones, CFA
Walker was born and raised in Germantown, TN. He attended high school at Evangelical Christian School before signing with The University of Alabama to play football. After attaining two degrees, he moved back to Memphis, where he began his career in investment management.
Walker and his wife, Caroline, have two children, Ann Cabell and Wilson. He enjoys playing sports and being outside, as well as getting involved at Harvest Church, where he leads a Discipleship Community group. Walker is passionate about portfolio management and works to appropriately balance capital growth and preservation when making strategic allocation decisions.
Organizations
- CFA Institute
- Alabama Alumni Association
- Harvest Church
Education
- The University of Alabama – 2016
- Manderson Graduate School of Business – 2018
Get in touch
wjones@sfpprivatewealth.com
901.767.5951
A commitment to community
We are proud Memphians and strive to be a part of continued efforts to make our city be all it can be.
The mantra of Grit and Grind is real. Our goal is to encourage ourselves and our clients to use our time, treasures, and talents to make a meaningful difference in our community. We accomplish this by directing our efforts to organizations that best fit our passions and make our community more economically and educationally stable, as well as a thriving place to live and raise a family.
SFP Private Wealth members are all multi-generational Memphians. We take pride in how so many people and non-profit ministries lift up and empower those less fortunate. We encourage our clients to find places where they can use their creativity, energy, and business acumen to help others live a more productive and sustainable life.
Our desire is to show humility and grace as we serve on boards of educational institutions, hospitals, and non-profits – using our abilities to continue moving Memphis in a positive direction.