As the founder and managing partner of the firm and the chief investment officer, Lee is involved first-hand with clients to provide comprehensive financial planning including investment, tax, and estate planning. He has expertise dealing with business owners, high net worth professionals, physicians and corporate retirees. He also focuses on business exit and succession planning, as well as, retirement planning.
Prior to joining Southern Capital Advisors, Lee was a Senior Vice President at Merrill Lynch. Before that he spent several years with Alexander Thompson Arnold, a large regional accounting firm as a CPA. While there he earned the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Global Management Accountant designation.
Lee is an avid outdoorsman and runner and loves all pursuits outdoors. He is also active coaching youth football and serves on the Board of Trustees for Freed-Hardeman University. He and his wife Jennifer have four children, Sadie, Jack, Will and Millie. They attend the Spring Creek Church of Christ.
Bachelor of Business Administration, Accounting, Freed-Hardeman University
Bachelor of Arts, Bible, Freed-Hardeman University
Member of the Tennessee Society of CPA’s member of the American Institute of CPA’s
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
As a partner of the firm and the chief operating officer, Jason is responsible for many of the firm’s business operations. In addition, he maintains the firm’s trading portfolios and is the firm’s compliance officer. Jason also serves clients as a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planning Board of Standards, Inc.
Prior to joining Southern Capital Advisors, Jason was a Financial Advisor and Investment Associate at Merrill Lynch and has been in the financial planning industry since 2006. Before that, he worked at United Parcel Service as an Industrial Engineering Manager.
Jason enjoys spending time with his family, traveling, coaching and teaching. He has coached Dixie Youth softball for many years and serves on the board of directors for Chester County Dixie Youth. He and his wife, Tamara, have two girls – Annabelle and Hallie. They are active members of the Estes Church of Christ in Henderson, TN, where Jason is a Bible class teacher and serves as an elder.
Bachelor of Business Administration, Finance, Freed-Hardeman University
CFP Certification Professional Education Program, College for Financial Planning
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
As a Financial Advisor, Ethan combines his passion for helping others and his knowledge of financial markets to give clients the confidence to meet their financial goals.
Ethan joined Southern Capital in 2018. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he works alongside our partners to provide planning support and service to our clients. Prior to joining Southern Capital, Ethan attended Freed-Hardeman University where he received a Bachelor of Business Administration in finance and a Master of Business Administration.
Ethan is married to Kati and they have one daughter, Martha Kate.
Master of Business Administration, Freed-Hardeman University
Bachelor of Business Administration, Finance, Freed-Hardeman University
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Sandie joined Southern Capital Advisors in July 2019 as a tax advisor. Prior to joining Southern Capital Advisors, Sandie was a manager at Cowart Reese Sargent, CPAs in Jackson, Tennessee for over eight years. She started her career upon graduation from Freed-Hardeman University at Jackson Howell & Associates in Cordova, Tennessee. She is a member of both the American Institute of Certified Public Accountants and served as the President of the West Tennessee Chapter of the Tennessee Society of CPAs in 2017.
Sandie is married to Justin and they have three children, Sawyer, Tenley and Everly.
Bachelor of Business Administration in Accounting, Freed-Hardeman University
Prior to joining Southern Capital, Tamie worked for 19 years at Jackson Christian School as the Director of Marketing and Admissions. She also taught dual-enrollment personal finance courses while at Jackson Christian. Before that she spent 11 years teaching marketing courses at Freed-Hardeman University. Her focus at Southern Capital is client communication and marketing.
Tamie enjoys spending time with her family. She and her husband, Danny, have two children. Tamie and Danny are active members of the Campbell Street church of Christ.
Master of Business Administration, Memphis State University
Bachelor of Business Administration, Finance, Freed-Hardeman University
Ramonda joined our team in 2011. Her focus is client service and customer care as well as office administration. Prior to joining Southern Capital, she was an Assistant Buyer in Men’s Clothing and Collections at Caster Knott for three years in Brentwood, TN, and a Buyer for Kirkland’s in Jackson, TN, for two years. She was then blessed to have ten years as a stay-at-home mother with her three boys.
Ramonda enjoys time with family, baking, her part-time monogramming business, and a rare moment with a book and no interruptions. Ramonda and her husband, Chad, live in Jackson. They have three boys – Graham, Campbell, and Everett. They are members of the Estes church of Christ in Henderson, TN.
Bachelor of Business Administration in Management, Freed-Hardeman University
Prior to joining Southern Capital Advisors, Mark was the General Manager of Coffman’s Home Furnishings. Having spent more than 30 years in the business, he was deeply involved in nearly every aspect of the operation with a heavy emphasis on purchasing, advertising, operations, sales, and customer service.
Mark is an exercise and sports enthusiast especially enjoying racquetball, pickleball, and softball as well as hiking, motorcycles, and most any other outdoor activity. He and his wife Donna have two daughters, Madalyn and Nora, and two dogs, Bindi and Brynn.
Mark is an elder at the Campbell Street Church of Christ and serves on the board at Jackson Christian School.
Education:
Bachelor of Business Administration in Marketing, Harding University
Jake joined Southern Capital in June 2022 after graduating from Freed-Hardeman University with a Bachelor of Business Administration in Accounting and Financial Planning, and a Master of Business Administration degree. He uses his knowledge of both accounting and financial planning to assist clients in understanding their comprehensive financial picture.
Jake is married to Camryn and in their spare time, they enjoy spending time with friends and family, traveling, reading, and watching baseball.
Education:
Master of Business Administration, Freed-Hardeman University
Bachelor of Business Administration, Accounting and Financial Planning, Freed-Hardeman University
Bo joined Southern Capital in the summer of 2022 after graduating from Freed-Hardeman University with Bachelor of Business Administration in financial planning and Master of Business Administration degrees. Bo uses his excitement for financial planning to provide clients with informed plans to accomplish whatever goals they may have.
A native of Montgomery, Alabama, Bo is an active traveler, reader, soccer player and lover of anything outdoors.
Education:
Master of Business Administration, Freed-Hardeman University
Bachelor of Business Administration, Financial Planning, Freed-Hardeman University
At Southern Capital, we are not just concerned with helping you achieve your goals, but also with helping you reach those goals in a way that is appropriate for you. One of the ways we accomplish this is by ensuring that your portfolio risk is adequate to meet your personal goals while not exceeding your capacity and tolerance for risk. To assist us with this process, we utilize Nitrogen, an award-winning risk alignment software. Nitrogen generates a personal risk number to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you have in your portfolio.
