James Beard is a financial advisor at LoneTree Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at LoneTree since 2022, following roles at Fetting Capital LLC and Faropoint Ventures. Prior to his financial services career, Beard spent four years with Priam Properties. LoneTree Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing investment management, financial planning, retirement plan advisory, and insurance consulting services. The firm manages approximately $47.1 million in client assets and constructs customized portfolios using a range of investment vehicles with a long-term focus complemented by ongoing monitoring and periodic reviews.

Andrew Gilbert is a CFP® professional with 10 years of industry experience. He has worked at LoneTree Wealth Management since 2022 and previously spent seven years at UBS Financial Services Inc. Gilbert is also involved in insurance sales on a limited basis. LoneTree Wealth Management serves individuals, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, retirement plan advisory, and insurance consulting. The firm builds customized, primarily long-term portfolios using fundamental and cyclical analysis and employs both independent managers and direct securities investments.

Elizabeth Dye is a financial advisor at LoneTree Wealth Management in Memphis, TN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining LoneTree Wealth Management, she worked at Diversified Trust Company and UBS Financial Services, Inc. Elizabeth’s background also includes roles outside finance, such as positions in education and mortgage services. LoneTree Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing investment management, financial planning, retirement plan advisory, and insurance consulting. The firm constructs customized portfolios with a range of investment vehicles, using fundamental and cyclical analysis and regular portfolio reviews.