Stacey Hyde, CPA, CFA®, CFP®
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 a 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 unique skill set that she brings to her clients' lives. In addition, Stacey works with employers to design retirement plans that help their employees retire ready while being cost-effective and easy to administer.
Stacey has been named a Five Star Wealth Manager* by Memphis Magazine for the past eight years, a “Best in State Wealth Advisor” by Forbes Magazine** in February 2018, 2019 and 2020, and a Top Women Wealth Advisor by Forbes in 2020.
In her free time, you're likely to find Stacey and her husband, Robert, enjoying their condo in Dillon, CO where they ski, hike and cycle. While in Memphis, they both enjoy hot yoga and Stacey loves all things tennis! Stacey completed her first (and last) Ironman in May 2013. Stacey and Robert have two almost grown children, Kayce, who is working on her PhD in Clinical Psychology and Sam, who is a recent college graduate. Both attended the University of Arkansas. Stacey is currently serving as an Elder at Hope Presbyterian Church, and volunteers with Team Read.
Stacey Hyde, CPA, CFA®, CFP® is proud to have been recognized as a President's Club advisor for 2017, 2018 and 2019—a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 447 Memphis wealth managers were considered for the award; 105 (23 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
**The 2020 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5) percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available at www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#5e987eadfedc.
Hugh H. (Hank) Parks, CFP®
My promise to our clients is this:
- 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 forty years in 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. during the years 1982 through 1984. In April 1984, Hank completed his CERTIFIED FINANCIAL PLANNER™ professional requirements with the College for Financial Planning in Denver, Colorado.
Hank has been named a Five Star Wealth Manager* by Memphis Magazine for the past eight years. 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 Hope Christian Community Foundation. Hank served as the chief financial officer of the Hope Christian Community Foundation from its inception in October 1998 until October 2000. Hank enjoys reading, hunting, attending baseball and college football games.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 548 Memphis wealth managers were considered for the award; 65 (13 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com
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
- Management of expenses, turnover, and taxes
- Discipline through both up and down markets
Clay is a native Memphian and 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 Series 66 registration.
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.
Client Experience Manager
Caroline serves Envision Financial Planning’s clients as the Client Experience Manager. Her duties include enhancing the client experience by ensuring effective workflow and standardizing the client account management processes. She enjoys being able to assist clients in reaching their financial goals
Caroline grew up in Memphis and attended The University of Tennessee, Knoxville. She graduated with a degree in Marketing and a collateral in International Business. Caroline has many years of customer service experience and loves to build meaningful relationships with clients.
In her free time, you will probably find Caroline at the dog park with her dog, Tex. She also enjoys spending time with her family, travelling, live music, and cheering on the Volunteers!