Who Is Envision Financial Planning?

We want to understand you, your dreams, your fears and we also want to get to know those you love. It’s the personal part of financial planning that brings meaning to what we do.
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A Team Dedicated to Your Future

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Stacey Hyde, CPA, CFA®, CFP®

My Promise to You

Clay Chapman, CFP®

My Promise to You
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Hugh H. (Hank) Parks, CFP®

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Britt Myszka, FPQP™

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Grant Hall

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Naiya Nolan-Dillard

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As a friend of mine who passed away all too soon said, “It’s all about the dash. You were born. You will die. It’s all about the dash in the middle.”

What are you going to do with your dash?

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5100 Poplar Avenue
Suite 2428
Memphis TN 38137
901.422.PLAN (7526)

info@envisionfptn.com

© Envision Financial Planning

Website by AlchemyThree

Financial Planner

Stacey@EnvisionFPTN.com

My promise to our clients is to:

• First, strive to understand them. Who are they? Where have they been? What’s brought them to us? and What do they hope to gain from a relationship with us?

• Secondly, analyze the entire situation—not just the money, but also the relationships that are important to them, the values that they use to guide their decision-making, and the worries that keep them up at night.

• Lastly, provide advice and guidance that can help them worry less, enjoy more, and reduce taxes wherever possible. A well-thought-out financial plan can provide a guide for decision-making that breaks big decisions down into a series of more manageable small decisions.
If you’d like to read more about the key experiences in my own life, click this link.

Stacey graduated with a banking and finance degree from Ole Miss and began her career in the Municipal Finance Consulting Group of Ernst & Young. During her E&Y tenure, she earned her CPA designation. After E&Y, Stacey began her work in the financial planning and wealth management industry, earning her CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® certifications. By bringing together investment management, tax planning, and financial planning, Stacey has a unique skill set that she brings to her clients’ lives. In addition, Stacey works with teammates of Nucor Corporation to help them maximize their employer benefits and make better financial decisions and prepare for retirement.

Stacey has been named a Five Star Wealth Manager* by Memphis Magazine for the past twelve years, a “Best in State Wealth Advisor” by Forbes Magazine** in February 2018, 2019, 2020, and 2021, 2024 and a Top Women Wealth Advisor by Forbes in 2020 and a Top Women Wealth Advisors Best-in-State in 2024.

In her free time, you’re likely to find Stacey and her husband, Robert, enjoying their townhouse in Frisco, Colorado, where they ski, hike, and cycle. While in Memphis, Stacey loves all things tennis and Pilates! Stacey completed her first (and last) Ironman in May 2013. Stacey and Robert have two grown children. Kayce, married to Andrew, is a clinical psychologist and lives in Chicago. Sam has joined his sister in the healthcare field and is studying to become a Physician’s Assistant at Wingate University.

Stacey is the former Finance Committee Elder at Hope Presbyterian Church and volunteers with Arise to Read.

Partner, CIO, CCO

Clay@EnvisionFPTN.com

Clay serves Envision Financial Planning’s clients as the CIO and CCO. His duties include overseeing the firm’s investment process and money management strategies as well as ensuring the firm’s compliance with regulatory and internal policies. Additionally, Clay works with teammates of Nucor Corporation to help with a variety of planning items such as employment benefits, retirement, investments, budgeting, etc.

Clay is a native Memphian and a graduate of the University of Mississippi. He began his career in 2009 and has been with Envision since 2015. Clay currently holds his FINRA Series 66 securities registration and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021.

In his free time, Clay enjoys golf, playing with his boys, reading, and cooking with friends and family. He and his wife, Margot, have two sons named Callan and Wiley.

My promise to our clients is this:
We will
• Provide expertise in personal financial planning.
• Give counsel based on long years of experience.
• Motivate our clients through caring about them and their families.

Our approach is to discover a client’s goals, determine the personal financial plan needed, and aid the client in reaching those goals. Our success is measured by how well our clients achieve their goals.

Hank brings a wealth of experience to Envision, with a distinguished career in the financial services industry over 40 years. From 1985 to 2013, Hank provided fee-only financial planning services through his firm, Lifetime Planning, Inc. Hank’s practice merged with Stacey’s in 2014, further enhancing his expertise. Hank is a member of the Financial Planning Association (FPA) ‘s local and national chapters.
Hank received his bachelor’s degree in business administration from the University of Mississippi and lettered in football. He received his initial securities training at Merrill Lynch. From 1982 through 1984, he was a financial planning consultant for the Memphis office of Ernst & Young and a financial planner at Morgan Keegan & Company, Inc. In April 1984, Hank completed his CERTIFIED FINANCIAL PLANNER™ professional requirements with the College for Financial Planning in Denver, Colorado.

Outside of his financial planning practice, Hank is an active community member, having served on the boards of Presbyterian Day School, Second Presbyterian Church, University of Mississippi, and the Christian Community Foundation. His diverse interests include grandparenting, reading, hunting, teaching Christian Financial Principles, and attending baseball and college football games, which reflect his well-rounded approach to life and financial planning.

Britt has been in the financial planning industry since 2006 in various roles. She obtained her Financial Paraplanner Qualified Professional™ designation in 2008 and holds the FINRA Series 65 securities registration. She has formerly held other FINRA licensure as well as a TN Insurance License.She enjoys working closely with individuals to help them achieve their goals and keep their financial lives organized and their minds at ease.

Britt relocated to Memphis from the Nashville area; however, she is no stranger to Memphis as she graduated from the University of Memphis with a Bachelor of Music degree and has maintained a connection to Memphis ever since.
In her free time, Britt enjoys walking or hiking, bird watching, knitting and other crafting, and spending time with friends, family, and her favorite fellows Amit (partner) and Reuben (cat).

Financial Planner

Stacey@EnvisionFPTN.com

Grant Hall joins Envision Financial Planning as an Associate Financial Advisor, bringing a strong background in financial advising and a commitment to helping clients achieve their financial goals. With four years of experience managing his financial advising practice, Grant has developed a solid foundation in comprehensive financial planning for families. A graduate of the University of Memphis in 2010, Grant earned his Master’s degree from Union University in 2015. His client-centric approach focuses on simplifying complex financial concepts and providing practical, actionable guidance. He is dedicated to ensuring that clients receive personalized advice and strategies tailored to their unique financial needs. Outside of the office, you’ll likely find Grant on the golf course or at FedExForum cheering on the Grizzlies with his family. He and his wife, Molly, have been married since 2015, and they have two amazing daughters, Adalyn and Elsie.

Naiya serves the Envision Financial Planning family as a Financial Planning Assistant. Her responsibilities include nurturing client relationships, account management, meeting preparation, and data organization.

Naiya received her undergraduate degree from the University of Memphis in finance. In her spare time, she enjoys painting, gardening, and kayaking at Shelby Farms Park. Naiya is also a big fan of musical theater, so you’re likely to find her in the audience or on stage at local theatres.

We will:
  • • Provide expertise in generational personal financial planning.
  • • Give counsel based on long years of experience.
  • • Motivate our clients through caring about them and their families.
Our approach is to discover a client’s goals, determine the personal financial plan that is needed, and aid the client in reaching those goals. Our success is measured by how well our clients achieve their goals.
Hank has had a distinguished career in the financial services industry, including more than 40 years in the financial planning and securities fields. From 1985 to 2013, Hank provided fee-only financial planning services through his firm, Lifetime Planning, Inc. Hank merged his practice with Stacey’s in 2014. In addition, Hank is a member of both the local and the national chapters of the Financial Planning Association (FPA).
Hank received his bachelor’s degree in business administration from the University of Mississippi, where he also lettered in football. He received his initial securities training at Merrill Lynch. He was a financial planning consultant for the Memphis office of Ernst & Young and financial planner at Morgan Keegan & Company, Inc. from 1982 through 1984. In April 1984, Hank completed his CERTIFIED FINANCIAL PLANNER™ professional requirements with the College for Financial Planning in Denver, Colorado.
In addition to his financial planning practice, Hank has enjoyed serving on the boards of Presbyterian Day School, Second Presbyterian Church, University of Mississippi, and the Christian Community Foundation. Hank served as the chief financial officer of the Christian Community Foundation from its inception in October 1998 until October 2000. Hank enjoys reading, hunting, and attending baseball and college football games.
Clay serves Envision Financial Planning’s clients as the investment officer and portfolio manager. His duties include overseeing the firm’s investment process and money management strategies with a strong focus on “goals-based” investment planning.
As a firm, we believe in concentrating on things we can control such as:
  • • Investment plans that match your needs and risk tolerance
  • • Diversification
  • • Management of expenses, turnover, and taxes
  • • Discipline through both up and down markets
Clay is a native Memphian and a graduate of the University of Mississippi. He began his career working for a regional broker/dealer specializing in fixed-income securities, and prior to joining Envision, Clay was an investment research analyst and portfolio manager for a private wealth management firm in Memphis. Clay currently holds his FINRA Series 66 securities registration and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021.
In his free time, Clay enjoys playing golf, exercising, reading, and cooking with friends and family. He and his wife, Margot, have two boys named Callan and Wiley.