WHO WE ARE
Gregory Luken
Greg Luken is the author of Retire with Confidence, Your Toolbox for Financial Independence. His articles about money have been published in The Tennessean, Tampa Bay Medical News, Birmingham Medical News, Nashville Business Journal, The Luken Report, Nashville Medical News and he has given market commentary in the Tennessean and on FOX News.
Greg is married to Kelley Piper and has one daughter, one son and two dogs. He enjoys playing the piano and guitar (at church and for fun), and occasionally obsesses about running, snow skiing and bicycle riding with his wife.
He earned a few securities registrations that include series 7, 6, 63, 27, 55, 24, 65, and 4 as well as life and health insurance. Gregory received his first securities registration in 1988.
Ann Boyd
Ann Boyd began her career in the financial services industry as a human resources generalist at a small bank in the Southeast. In 1990, she began working in Wheat First Securities’ (now Wachovia Securities) human resources department, but found her career niche in 1993 when she moved to the firm’s home office to work as a Sales Assistant for one of the top-producing brokers. In July of 1998 she relocated to help facilitate the opening of 2 new offices in Middle Tennessee and was then asked to join the top-producing team in Nashville. Because of her demonstrated knowledge of many areas of the industry, Ann served in several policy-making committees that helped increase the level of client service provided by the firm.
Ann was a founding principal in the consulting business, SA Training, which provides training, education and consulting for representatives and assistants in the securities industry. Her experience dealing with operations, HR, trading and working with clients has provided the foundation for understanding what needs to happen to get the job done.
Though officially born a Tarheel, Ann spent most of her life in Richmond, Virginia before moving to Tennessee where she is active in her church’s music and missions ministries.
Our Deliverables Team
Our Deliverables Team - the subject matter experts - are integral components of our long-term success. Each team member contributes their unique talents and expertise to help clients make smart choices, achieve their financial goals and have the life they desire.
We employ the resources and have forged strategic alliances with world-class money management, risk management, estate, legal, tax and investment firms. We have assembled a team of renowned specialists to handle areas including tax, legal, financial planning, estate planning, business transactions, investment management and estate planning to help make sure the job gets done right.