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 is a 13 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.  Additionally, Joshua has been recognized in 2010, 2011, and 2012 by Five Star Professional, a market-specific research firm that identifies outstanding reputable and trustworthy professionals in wealth management.

He resides with his wife Lindsey and two children in East Memphis and is former President of the Board for Greater Memphis Greenline. He enjoys travel, golfing, soccer, and coaching.

 

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

Jeff focuses on comprehensive planning and wealth management for entrepreneurs and medical professionals. He is well versed in the opportunities that business owners and emerging professionals face, guiding them through retirement planning and navigating complex insurance concepts such as split dollar, buy/sell, key man, and survivor needs. His comprehensive plans focus on accumulation, advanced tax planning, IRA conversions, and insurance as a wealth accumulation tool for high earners.  He is also passionate about helping business owners design 401k plans to attract and retain talent and fit the business owner’s retirement and tax planning needs.

Jeff possesses a BBA in International Business from the University of Memphis and currently holds Series 7, 66, and Life and Health licenses.  He has also earned the title of Certified Financial Planner ®.  He was raised in Memphis and continues to reside in his hometown with his wife, Sarah and their son, Buddy.  He is a member of the Memphis Homebuilders Association and enjoys outdoor activities including fishing, hunting, mountain biking and golfing.

 

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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