1755 North Kirby Parkway
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
(901) 758-1500 x120
901-758-1500 x 138
901-758-1500 x 113
Benefits Administration & Account Manager
New Business & Client Service Specialist
Group Administrative Specialist
901-758-1500 ext. 114
Graduate, Memphis State University 23 years experience working with individuals and business owners, developing creative and innovative solutions to meet their needs. Qualified to assist in business planning, including: Corporate Group...
Graduate- Life Underwriter's Training Council Fellow - 1996 Member- National Association of Insurance and Financial Advisors NAIFA- National Quality Award - 1998 30 years experience in Financial Services -Qualified in assisting...
As a lifelong Memphian, Jack has over 50 years in the insurance industry, focusing on estate planning, retirement planning and group employee benefits. He holds the designations of Chartered Life Underwriter and Life Underwriter...
Graduate, East Carolina University 20 years experience working with employers to provide innovative strategies for their benefit needs. The main areas of focus: Medical insurance (fully insured and self-funded) Dental Insurance Vision...
29 years experience in financial services industry as a financial consultant, designing innovative strategies for individuals and business owners in: Personal Insurance and Retirement...
Oversees all aspects of Sales and Services for new and existing group clients In 2014, with the help of Group Operations, UCL generated more than $31,250,000 in Premium while working with over 250 Clients and over 450 group...
Rebecca graduated with Honors from New York University and began her career in New York City. As a native Memphian, she is pleased to be back living and working in her home city. Rebecca joined UCL Financial Group in November 2014. She...
Chartered Life Underwriter Since 1979 LUTCF Since 1984 Life & Qualifying Member of Million Dollar Round Table Since 1980, Court of the Table 2005 to present 43 years experience in the...
Sheryl Klehr-Ottinger, LUTCF, has enjoyed over 20 years of service as a financial services professional providing services to individuals, professionals and business owners, in the...
Over 40 Years of financial services and investment experience Past President National Association of Insurance and Financial Advisors Past Member of National Association of Insurance and Financial Advisors Board of Directors Past...
1986 Graduate of Christian Brothers University Christian Brothers High School Board of Trustees National Sales Achievement Award National Quality Award Past Board Member for the Blue Streak Scholarship Fund Past President of Christian...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.