CONTINUUM PLANNING PARTNERS - Key Persons
Job Titles:
- CFP®, Managing Partner & Financial Planner / Nashville, TN
Job Titles:
- Financial Planner / Memphis, TN
Job Titles:
- Financial Planner / Tupelo
Job Titles:
- Financial Planner / Jonesboro, AR
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- Financial Planner / Johnson City, TN
Job Titles:
- Financial Planner / Tupelo
Memphis Tennessee (October 3rd, 2022) - Continuum Planning Partners recently announced the addition of Evan Stephens, Financial Advisor, to its team. Evan Stephens is a native of Memphis, TN. After graduating from Howard University in 2014, with a BA in Finance, Stephens was recruited by Northern Trust, an asset management firm in downtown…
Knoxville, Tennessee (March 24, 2021) - Continuum Planning Partners recently announced the addition of Jon Leonard, Financial Planner, to its team. Jon transition to Financial Planning after working in the banking industry for seven years. During this time, he worked as a portfolio manager assisting with the acquisition and servicing of re…
We are delighted to announce the addition of Brad Fair as a Partner in the Continuum Planning Partners team. This addition improves the depth and breadth of the Continuum team in our Tupelo, Mississippi market. Bringing almost 20 years of experience to the team, Brad specializes in many areas including: Financial Planning, Risk Management, Invest…
Job Titles:
- Financial Planner / Memphis, TN
Job Titles:
- Advisor
- Financial Planner
Greg Sirko has been an advisor in the Middle Tennessee area since 2007. He has worked with clients at all stages of their lives, from their early 20's to their mid-80's. Greg thoroughly enjoys serving families and small businesses to help them achieve their financial goals. Greg and his wife, Caroline, live in Nashville with their son, Jack, and daughter, Nancy. In their spare time they enjoy exploring Nashville's growing restaurant scene and supporting local sports teams. They are avid fans of the Nashville Predators, Tennessee Titans, and Vanderbilt athletics. Prior to joining Capital Financial Group, Greg served on active duty in the US Army where he achieved the rank of Captain. During his time in service, Greg deployed to Iraq in support of Operation Iraqi Freedom from 2004-2005. He earned his Bachelor of Science from the United States Military Academy at West Point in 2002 where he was a member of the Army Baseball Team.
Education:
United States Military Academy, B.S.
Julie is originally from the Memphis, TN area. She graduated Suma Cum Laude from Christian Brothers University. Shortly after completing her degree, she started working as a financial advisor at the asset management company Waddell and Reed.
Early in her career, Julie came to appreciate the importance of a comprehensive approach to financial planning. In early 2017, Julie joined Continuum Planning Partners as an analyst in the Financial Planning Department. While on the "planning team" Julie was able to help clients blueprint financial goals and set realistic targets for their financial household.
In 2019 Julie moved to the Nashville area to work more directly with clients and their families as a financial planner through a team-based approached. A firm believer that "life is a journey, not a destination" Julie enjoys working with clients in all stages of their career to eliminate complexity and focus on what's most important to her clients.
She earned her CFP® designation in 2021.
Richard is originally from Pennsylvania and attended Slippery Rock University (yes, that's the real name of a school) where he received his Bachelor of Science and Doctorate in Physical Therapy. In 2018, after ten years of clinical practice as a physical therapist, he made the transition to the financial industry as a financial planner with Capital Financial Group before joining the Continuum team in 2023. His focus is on comprehensive financial planning to provide a complete plan for a client to reach their goals, rather than an approach focused on one or two domains.