RED OAK CAPITAL MANAGERS - Key Persons
Job Titles:
- Agent
- Insurance Specialist
Cynthia Burcham is a seasoned agent with five years' experience in the insurance industry. Her areas of specialty include educating clients about the need and types of life insurance, long-term care planning and Medicare Supplement education. Her focus is on being readily available to assist with education about innovative insurance products and providing excellent service on every level.
Cynthia is a graduate from the University of North Alabama with a degree in Public Relations and Marketing. She is a mother to three wonderful children and highly involved with her church family and community. In her spare time, she enjoys Memphis football, theater, golf and Pickwick Lake.
Cynthia and Cambridge Investment Research are not affiliated.
Job Titles:
- CFP® Is an Investment Advisor Representative and Owner of Greater Financial Located in Memphis
Eric McCully, CFP® is an Investment Advisor Representative and owner of Greater Financial located in Memphis.
While he focuses on retirement planning and wealth management, he utilizes a comprehensive planning approach to provide professionals, business owners, and their families with the assistance they need in protecting, building, and distributing their assets.
Eric was named to New England Securities' Leaders Conference after only one year in the industry and also passed the exam to earn the CERTIFIED FINANCIAL PLANNER™ practitioner designation on his first attempt.
Eric owns and manages a small investment real estate company.
Eric grew up in Eupora, Mississippi and holds a BBA from Mississippi State in Information Systems (2001) and an MBA from Ole Miss in Real Estate Finance and Marketing Research (2004). He also earned Christian Brothers University's Executive Certificate in Financial Planning in 2012.
He enjoys traveling, trying new restaurants, playing USTA tennis, and spending as much time as possible with his wife Lesli and their daughters.
At Pathway Financial Services, Inc., Gena serves as the Employee Benefits Administrator to Company Principal, Matthew W. Bailey.
Gena and Cambridge Investment Research are not affiliated.
Gena comes to Pathway Financial Services, Inc. with over 35 years in the insurance industry. She is experienced in employee group benefits administration, individual health and life insurance as well as annuities...
Job Titles:
- Retirement Plan Specialist
12 years as CFO of a privately held manufacturing company and Divisional Controller of a Fortune 200 company gives Lee a unique perspective of the challenges business owners and executives face from having been "in their shoes"
www.pathwayoflife.com Matt graduated from Furman University in 1987 with a BA in Accounting After developing an extensive background in public accounting and internal auditing, he became an analyst for The Williams Companies for...
Job Titles:
- Group Benefits Specialist
Graduate of Memphis State University - BBA (Bachelor of Business Administration) Work Experience - Insurance 24 Years as a sales advisor in the insurance industry 23 Years of Specializing in Group Benefits (Medical, Dental, STD, LTD,... Read more