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J. KEVIN JOHNSTON, CFP
Principal
Kevin, cofounder of Financial
Resource Management, has 13 years
of financial services experience. In addition to working closely
with clients, Kevin
also serves
as the firm's registered securities principal. He is a
member of several professional organizations, such as The Financial Planning
Association, and is a charter member of the National Association of Philanthropic
Planners. Kevin currently serves on the board of the
Exchange Club Family Center and is Board Chairman of Eikon
Ministries, Inc. an inner-city discipleship and leadership ministry. Kevin holds Series
7, 24, 63, 65 and 31 licenses with the National Association
of Securities Dealers (NASD).
[eMail: kjohnston@financialresourcemanagement.com]
ROBERT J. FRATESI, CPA
Principal
Bob has a total of 30 years experience in
public accounting, investment banking, and large
publicly held companies. He
began his accounting career with KPMG. Subsequently, Bob joined the
Union Planters Investment Banking Group, where he held the position
of Chief Financial Officer for ten years. Bob also served in
Memphis as Managing Director of the North American Financial Services Center of
APL Limited, an international shipping company. In addition to being
a CPA, Bob holds securities and insurance licenses. He has
served on numerous boards in the Memphis community, including Crichton
College, Young Life, Evangelical Christian School, First Evangelical Church, and The
Baddour Center. Bob also teaches continuing education courses
for CPA's on a variety of financial and planning
related topics. Bob holds Series 6, 62, 63, and 65 licenses with the
National Association of Securities Dealers (NASD).
[eMail: rfratesi@financialresourcemanagement.com]
JEFFERY A. JONES
Jeff's primary focus is in the Client Service
area, interacting with
clients to ensure that their needs are met and their
expectations are exceeded. He also is responsible for preparing various financial analysis
and insurance programs on behalf of our clients. Jeff has
been with Financial Resource Management for ten years and holds both
securities and insurance licenses. Jeff holds Series 7, 63 and 65 licenses with the National
Association of Securities Dealers (NASD).
[eMail: jjones@financialresourcemanagement.com]
J. LEE GREENE, JR., MBA Principal
Lee's practice is concentrated in personal
financial and estate planning, executive benefit programs, and asset
accumulation strategies. After receiving his MBA from Georgia State
University, Lee spent 11 years in the computer
industry primarily with IBM Corporation. He has 8 years of
experience working with clients to develop winning financial strategies. Lee
holds Series 6, 62,63 and 65 licenses with the National Association of Securities
Dealers (NASD).
[eMail: lgreene@financialresourcemanagement.com]
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