Memphis, TN Office

James Cole is a financial advisor at Mariner with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including First Horizon Advisors and BOK Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and integrated tax and accounting support. The firm employs a discretionary, customized portfolio approach backed by internal research and third-party managers, and provides specialized solutions like ERISA 3(38) retirement plans and a Financial Wellness Platform for employers.

Lyndsey Pare is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 12 years of industry experience. She has worked at Mariner Wealth Advisors since 2024 and previously spent six years at both APW Capital, Inc. and Vishria Bird Financial Group, LLC, as well as five years at Ameriprise. Outside of her advisory role, she serves as Vice President of the Farmington Meadows Homeowners Association and as Treasurer for the Houton Middle School Theater Board. Mariner serves a broad range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, implementing customized portfolios through a combination of in-house research and third-party managers.