The MPW Team

MPW Financial Advisors strive to stand out in their dedication to their profession and their clients.

Our culture and partnerships seek to enhance our intellectual capital for prudent advice, while unrestricted access to financial markets supports your best interests.

Joshua Black MBA, CFP®
Joshua Black MBA, CFP®
President, Private Wealth Advisor

Memphis Planning and Wealth is built upon insights gained at renowned wealth management and financial planning firms.  Josh’s goal was to enable a culture of holistic and total life-cycle advice, while removing all the barriers that captive financial advisors experience with product-specific sales goals, limited technology, and restricted access to investment and insurance markets. From the outset his vision has been designed to be shared, offering turnkey independence to select advisors in Memphis.

Josh specializes in accumulation, pension benefit maximization, tax strategy, and estate planning. He leverages his strategic insights with local CPA’s, Bankers, and Estate Planning Attorneys to simplify his clients’ financial lives and provide the highest level of confidence in their plans.

He was raised in East Tennessee and has been a 10 year resident of Memphis. He completed his undergraduate studies at Stetson University, obtained an MBA from University of Tennessee at Chattanooga, and completed his Certified Financial Planner coursework at Christian Brothers University. He currently holds Series 7, 66, Life and Health, and Property Casualty licenses.

He resides with his family in Memphis and is former President of the Board for Greater Memphis Greenline, where he remains on the board. He enjoys travel, golfing, soccer, and coaches for Soccer Ole.

 

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Jeff Grimm, CFP®
Jeff Grimm, CFP®
President, Private Wealth Advisor

Jeff contributes to our culture with a keen eye towards investment analytics and a mind towards the big picture. His focus on expenses and tax efficiency aims to keep more money in his client plans, and he actively seeks to maximize his value by identifying planning opportunities and connecting his clients with local resources. He is a longtime resident of Memphis and possesses a BBA from the University of Memphis. He currently holds Series 7, 66, and Life and Health licenses and is a Certified Financial Planner ®.

When Jeff isn’t helping his clients pursue and enjoy their financial success he’s spending time with his wife, Sarah, and son, Buddy. He’s also known for honing his skills as an outdoorsman, golfer, and weightlifter.

 

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Kelsey grew up in Collierville, TN and attended Christian Brother’s University as a scholarship athlete. After obtaining her degree in Marketing in 2014, she began her career in financial services. She possesses life and health licenses and is working towards her Series 7 registration. She currently runs the daily operations of MPW and ensures the satisfaction of our clients.

She currently resides in East Memphis and continues an active lifestyle as a runner and volunteer for the CBU cross-country team.

Kelsey LaRue
Kelsey LaRue
Branch Operations Manager, Client Services Associate