Our Team

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jonathan R. Fratesi

Principal

901-767-5755

[email protected]

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...

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Katie Younts

Executive Assistant to J. Lee Greene, Jr.

901-767-5755

901-767-5754

[email protected]

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...

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J. Kevin Johnston

CFP®, Principal

901-767-5755

[email protected]

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...

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Lee Greene

MBA, Principal

901-767-5755

[email protected]

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...

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Megan Murphree

Executive Assistant to J. Kevin Johnston

901-767-5755

901-767-5754

[email protected]

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...

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Robert J. Fratesi

CPA, Principal

901-767-5755

[email protected]

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...

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