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          (901) 473-9000

             

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           Building Relationships That Go Beyond Investment Advice

 
Our Associates PDF Print

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Linda Tripp

Linda joined Wealth Strategies Group, Inc. as Retirement Plan Services Coordinator in 2009, bringing over thirty years experience in financial services industries in capacities of investment advisory, financial planning, insurance and ERISA qualified retirement plans.  She has performed comprehensive services to retirement plans as Sales Specialist, Trust Administrator, offering custody, securities settlement, trust accounting, plan design services, plan recordkeeping and employee education and enrollment services.  Linda has held a position with Waddell & Reed Financial Services and eighteen years with First Tennessee Trust Division, Employee Benefits Department.

Linda is the Immediate Past President of Greater Memphis Employee Benefit Council and has held positions on that Board for twenty plus years.

When not working, Linda enjoys domestic activities: cooking, baking, gardening, needlework.

 

 

altJoy Auerbach

Joy joined WSG in 2003 as an Administrative Assistant and has since assumed the role of Client Services Associate and Operations Manager. In her current role, Joy is a dedicated liaison between our advisors and clients where she provides a broad range of support including facilitating client inquiries. She works with our clients to gather both new account documentation and to update existing account information and records.

Prior to joining WSG, Joy obtained a Bachelor's degree in Teacher Education and pursued a career as a teacher and private school administrator. Her supportive approach and attention to detail helps ensure that our clients receive the high-quality, personable service they have come to expect from our team.

When not working, Joy devotes her time to her family and church.

 

 

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 Beth Clark

In 2010 Beth joined WSG as part of the Administrative Support team. She now manages our marketing initiatives and develops our communications as our Marketing Associate. She is committed to ensuring each of our clients is provided the timely information and proactive communication they depend on. 

Beth graduated from Union University (Jackson, TN) in 2003 with a Bachelor’s degree in Psychology. In her free time, Beth loves exercise, outdoor activities, and spending quality time with her daughter Savannah.

 

 

 

altBrenda Mewborn

Brenda joined our growing team in 2012 to further support our client service efforts. As our newest Administrative Assistant, her responsibilities include client communication, scheduling, contact database management, document archiving and administration of general office procedures. Her maturity and warm personality are traits both our team and our clients appreciate.

Outside of work, Brenda enjoys spending time with family and involvement in church activities.