As a partner with FRM, Bob helps clients address all major aspects of their financial lives and provides the roadmap needed to achieve their financial goals. He develops and implements financial strategies for individuals, families and...
As a partner with FRM, Lee’s primary responsibility is to help clients achieve their financial goals. His clients are individuals, families, and closely-held business owners, and he has spent over 20 years offering sound...
Kevin Johnston founded Financial Resource Management in 1994 to help clients get their financial lives in order so they can focus on other areas that are more important than money, such as family, friends, health and fitness, their...
Jonathan is a Principal with Financial Resource Management (FRM). He develops and implements financial strategies for individuals, families, and closely-held business owners. He seeks to be comprehensive and responsive in his...
Executive Assistant to J. Kevin Johnston
Megan joined Financial Resource Management in November 2014 after working 15 years in the financial industry. She is currently Kevin Johnston’s executive assistant and enjoys helping clients realize their financial dreams. Born and...
Executive Assistant to J. Lee Greene, Jr.
Katie joined Financial Resource Management in August 2016. As Lee Greene’s assistant, Katie’s previous experiences have helped develop a skill set that includes client communication, professionalism in the workplace, and...
Executive Assistant to the Fratesi Group
Tammy brings to FRM over 18 years of experience as an Administrative assistant. She was born in raised in Memphis. Tammy and her husband, Wayne, enjoy traveling and spending time with their children and two grandchildren.
Chief Compliance Officer, Operations Manager & CFP®
Amy is a seasoned member of the industry, with majority of her experience in the advisory capacity. Her advisory business has encompassed portfolio management, relationship management and business development. She has worked...