Jeremy Fletcher is a CFA® charterholder with 15 years of industry experience. He has been with Asset Dedication, LLC since 2010. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large client base with a small advisory team through standardized sub-advisory arrangements.

Jason Romero is a financial advisor at Asset Dedication, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Asset Dedication since 2018, following prior roles at Royal Alliance and Genovese Burford & Brothers. Outside of his advisory work, he is involved in a nonprofit remote control car social club, which he founded and owns. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, supporting a large client base through standardized sub-advisory arrangements and institutional custodial platforms.

Sam's professional goal is simple: help families stretch their dollars and stop second-guessing financial decisions. This work is his passion. Families come to our firm looking for answers, and we're dedicated to providing clarity. Sam's clients come in asking an array of questions: When can I retire? How can I be confident it will last? What am I missing? Is there anything else I should be doing than what I'm doing now? This is much deeper than managing a portfolio. Our job is to answer your questions and use our expertise to guide you, so you know what pitfalls and opportunities may be on the horizon. Over time, clients start to feel like family, and it's our goal to treat their financial decisions with the same care we'd give our own. Sam believes this process starts with a financial plan. Not just a retirement projection, but an in-depth analysis of everything in your life with a number on it, paired with a real understanding of what matters most to you. Sam specializes in helping clients who are retired or within 10 years of retirement turn a lifetime of savings into dependable, tax-efficient income that doesn't depend on guessing what the market does next. For young families, he builds that same discipline in early: a coordinated plan bringing scattered accounts, tax strategy, and investments under one roof, so nothing gets left to chance later. He also works closely with small business owners and self-employed professionals, whose retirement planning rarely fits the typical employer-plan playbook. The right guidance, and the costly mistakes to avoid, require a different kind of expertise than most advisors bring to the table. For clients thinking beyond their own retirement, Sam helps families plan the thoughtful, tax-efficient transfer of wealth across generations, so what's been built is preserved and passed on with intention rather than lost to poor timing or an unnecessary tax bill. As a fee-only fiduciary, Sam doesn't sell products or earn commissions. His only job is to build a plan that works in your best interest, full stop. Sam is a CERTIFIED FINANCIAL PLANNER®, practitioner and a summa cum laude graduate of Mississippi State University. A native of Jackson, Mississippi, Sam is deeply rooted in the community Branning Wealth Management has served for decades. Outside the office, he's active in his local church in downtown Jackson. He and his wife, Chloe, live in Jackson and enjoy having friends over for Mahjong, gr

Brian Duvall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC since 2019. Prior to that, he worked at Sensible Money, LLC from 2012 to 2019. Outside of his advisory role, he teaches snowboard instruction during the winter months. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities through a cash-matching approach, and serves a large client base with a focus on scalable, standardized sub-advisory arrangements.

John Burns is a financial advisor with Asset Dedication, LLC in San Francisco, CA, holding Series 65 and Series 66 designations and possessing 21 years of industry experience. He has been with Asset Dedication since 2009. Asset Dedication serves individual and high-net-worth clients, trusts, estates, charitable organizations, and small institutions by providing investment management and financial planning. The firm employs an Asset Dedication strategy that aligns equity exposures with investment-grade fixed income to meet clients’ cash-flow needs, utilizing a long-term, asset-class based equity approach and a Critical Path Analysis process for financial scenario modeling.

Kristi Tidwell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC. She has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Advisor Allies, and The Thigpen Group. Tidwell is also the owner of New Path Planning, a firm offering divorce financial planning services. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients as of December 2024.

Daniel Yeoman is a financial advisor at Asset Dedication, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Asset Dedication since 2012. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large number of clients per advisor primarily through standardized sub-advisory arrangements and institutional custodial integrations.

Stephen Huxley is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Asset Dedication, LLC since 2009 and also has a long tenure with the University of San Francisco from 1973 to 2024. Asset Dedication serves individual and high-net-worth clients as well as trusts, estates, charitable organizations, and small institutions, providing investment management and financial planning. The firm implements an Asset Dedication strategy that aligns equity exposures with investment-grade fixed income to match clients’ cash-flow needs and employs a long-term, asset-class based approach.