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.
Partners
Greg Gionfriddo
New Business & Client Service Specialist
Karen Carter
Benefits Administration & Account Manager
Rebecca Brown Schulter, CFP®, CPFA®
Financial Advisor-Partner
Robert Daniel
Financial Advisor / Sales Director
C. Robert Brown, Sr. CLU LUTCF
Financial Advisor-Partner
Agents
David M. Brown
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...
Donna R. Hatcher, LUTCF
Agent
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...
Emily Miller
Financial Professional
Emily Miller has been an Insurance Services Professional since 2013. In 2018, she joined UCL Financial Group, LLC to focus on the financial well-being of individuals, families, and businesses. Emily holds licenses in TN and MS for Life...
Mark C. Miller, LUTCF
Agent
29 years experience in financial services industry as a financial consultant, designing innovative strategies for individuals and business owners in: Personal Insurance and Retirement...
Michael Dreve
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 Brown Schulter, CFP®, CPFA®
Financial Advisor-Partner
rebeccaschulter@uclfinancial.com
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...
Robert Daniel
Financial Advisor / Sales Director
C. Robert Brown, Sr. CLU LUTCF
Financial Advisor-Partner
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 J. Klehr-Ottinger, RICP®, LUTCF
Agent
sklehr-ottinger@uclfinancial.com
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...
Steven D. Sheppard
Agent
stevensheppard@uclfinancial.com
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...
Tim Moran, LUTCF
Financial Advisor-Partner
Tim is a native Memphian, an alumni of both Christian Brothers High School and Christian Brothers University.Community service has always been at the forefront of his endeavors. Tim has played a pivotal role in shaping the growth and...
Team
David M. Brown
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...
Donna R. Hatcher, LUTCF
Agent
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...
Emily Miller
Financial Professional
Emily Miller has been an Insurance Services Professional since 2013. In 2018, she joined UCL Financial Group, LLC to focus on the financial well-being of individuals, families, and businesses. Emily holds licenses in TN and MS for Life...
Mark C. Miller, LUTCF
Agent
29 years experience in financial services industry as a financial consultant, designing innovative strategies for individuals and business owners in: Personal Insurance and Retirement...
Michael Dreve
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 Brown Schulter, CFP®, CPFA®
Financial Advisor-Partner
rebeccaschulter@uclfinancial.com
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...
Robert Daniel
Financial Advisor / Sales Director
C. Robert Brown, Sr. CLU LUTCF
Financial Advisor-Partner
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 J. Klehr-Ottinger, RICP®, LUTCF
Agent
sklehr-ottinger@uclfinancial.com
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...
Steven D. Sheppard
Agent
stevensheppard@uclfinancial.com
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...
Tim Moran, LUTCF
Financial Advisor-Partner
Tim is a native Memphian, an alumni of both Christian Brothers High School and Christian Brothers University.Community service has always been at the forefront of his endeavors. Tim has played a pivotal role in shaping the growth and...
Client Centered
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.