877-5WEALTH - Key Persons

Job Titles:

• Member of the Eddleman Leadership Team

Mr. Eddleman heads the firm's Registered Investment Advisory, Financial Planning and Venture Capital divisions, serving individuals and small businesses throughout the country, advising them on various aspects of the firms services, including Business Advisory, Financial and Estate Planning, Investment Advisory, and Venture Captial. Find out more about Adrian Eddleman. Adrian Eddleman, MBA, CSM, and Founder of Eddleman and Eddleman, LLC, serves clients throughout the country advising them on wealth management, financial, and estate planning as well as institutional asset management for credit unions, CPAs, RIAs, broker/dealers, and others. The firm also performs fiduciary advisement for qualified group retirement plans, both ERISA and non-ERISA based. Adrian's extensive knowledge and experience in finance and economics, including the inner workings of the monetary system, has been recognized by the press. His clients have been featured in Kiplinger's Magazine and the Wall Street Journal. He has been quoted in Jane Bryant Quinn and Investment News. Adrian taught Leadership, Current Issues, Financial Markets and Institutions, Investment Analysis and Portfolio Management, and Real-Time Portfolio Management at Freed Hardeman University and Union University and is a sought-after speaker for business and political events. He hosted the radio program, Eddleman's Economic Insight, on the TJ Network since 2012 and served as a County Commissioner from 2010 to 2016. Prior to starting his own business, Adrian managed shopping malls throughout the country, including Jackson's own Old Hickory Mall. He is a Certified Shopping Center Manager (CSM) through the International Council of Shopping Centers (ICSC). Adrian started working in his early teens, worked his way through school, and often held multiple jobs in his early years. Adrian has held four NASD securities licenses, but currently he only maintains the Uniform Investment Advisor License since he no longer "sells" investments, but prefers to advise clients on the best methods for investing. He earned his BBA from Lambuth University's School of Business and Economics and his MBA from University of Tennessee. Adrian is very active with his community and profession and has been a volunteer or member of the Exchange Club, Junior Achievement, Rotary, Regional Inter-Faith Association, Room at the Inn, National Federation of Independent Business, National Association of Personal Financial Advisors, National Rifle Association, Tennessee Firearms Association, the Heritage Foundation, and other groups. He serves on the advisory board for Youth Town and is a member of Skyline Church in Jackson.

Job Titles:

• Member of the Eddleman Leadership Team

Mrs. Eddleman heads the firm's accounting division helping individuals and small businesses with various aspects of the firms services having a focus on QuickBooks, bookkeeping, accounting, payroll, and tax return preparation needs. She has a knack for helping clients understand their accounting, as well as showing them ways to save time so they can get back to doing what they love. Find out more about Lee Eddleman. Lee Eddleman, CPA, MBA, and Partner of Eddleman and Eddleman, LLC, loves working with owners of small businesses on their QuickBooks, bookkeeping, accounting, payroll, and tax return preparation needs. She has a knack for helping clients understand their accounting as well as showing them ways to save time so they can get back to doing what they love. Lee is an Intuit Certified QuickBooks User and serves clients located in West Tennessee in manufacturing, distribution, retail, restaurant, landscaping, professional services, personal services and other industries. Some of her more recent projects include helping a pizzeria get their books setup and working with a consultant who transitioned from another industry. She is also a Notary and a Medallion Signature Guarantor. Lee works in both the accounting side of Eddleman and Eddleman, LLC as well as the advisory side where she does research, compliance, and adds her expertise in tax. Prior to starting a business with her husband Adrian, Lee spent her career in both public accounting and industry roles. She served in various accounting and controller positions to companies in engineering, telecom where she gained extensive inventory experience, oil and gas, and manufacturing. She is a member of the Tennessee Society of CPAs. Lee is a CPA and earned her BBA in Accounting from Lambuth University's School of Business and Economics and her MBA from the University of Tennessee. When she is not working, you might find her teaching aerobics, reading, spending time with her family, enjoying church activities, or talking politics.