Memphis, Tennessee Branch

Our Memphis office is led by Jamie Cochran, CFP®. Jamie’s expertise draws on a versatile background of experience with comprehensive financial planning, investment allocation, retirement planning, and cash flow strategies for individuals, families, and business owners. Jamie focuses on helping clients address the decisions that arise when they experience transitions in life and on managing their financial resources in a detailed, systematic manner.

Michael Shelton, Financial Advisor, also serves clients out of our Memphis location. Michael works closely with Jamie and the Summit team to offer services such as tax planning, financial planning, and personalized financial guidance.

Jamie and Michael regularly work with people considering retirement from FedEx, Memphis-area medical centers, and other employers in the area. Along with the Summit Wealth Group team, Jamie and Michael manage their clients' portfolios using the Nobel Prize-winning Modern Portfolio Theory* to help clients achieve their desired retirement income goals and other financial objectives.

*No investment strategy, including Modern Portfolio Theory, either ensures a gain or protects against loss in your portfolio. Investing involves risk, including the potential loss of the principal amount invested. Past performance is no guarantee of future results.

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Advisor Spotlight

Jamie Cochran, CFP® | VP, Senior Financial Advisor

Jamie Cochran is a Memphis native who joined Summit in 2018, and whose industry experience expands well over a decade. Jamie works with individuals and business owners alike and specializes in serving those in the medical and dental community. He loves meeting with folks approaching retirement and designing customized plans to help them achieve the lifestyle they envision for retirement.

Jamie holds the CFP® certification, which is one of the industry's most coveted designations. It means Jamie has not only passed rigorous professional and educational requirements, but he also upholds high standards of excellence, integrity, and professionalism in all of his client relationships.

Learn more about Jamie

Michael Shelton | Financial Advisor

Michael joined Summit Wealth Group after working as a financial advisor at a regional planning firm.

Michael is a problem solver. His clients come from all walks of life, but what they have in common is that they often face complex opportunities and challenges. Michael specializes in finding ways to craft custom solutions to these issues so his clients can experience ultimate confidence in their decision-making.

Michael's focus on helping clients navigate their financial roadmaps through comprehensive financial planning and personalized guidance sets Michael apart. Michael and his team can help you find peace through clarity and help you to make sound financial decisions, whether you’re preparing for retirement or just getting started.

Learn more about Michael