Strategic Risk Management Group

Tax strategy, risk, and disruption consulting for high-performing families and closely-held businesses — and senior depth beside financial professionals on the harder cases. Specialties: succession planning, exit strategies, innovative tax strategy. “Game changing” is the phrase clients keep reaching for.

Client first, always — and helping people believe that their financial futures can be bigger than their past. Seeing disruption early, planning while options are still open, belongs to anyone willing to do the work.

President of the American Society of Financial Service Professionals (SFSP), 1996–97. AMTC program, 1989; returned as moderator, 1991–92. In 2024, Forum 400 honored his service with its Humanitarian Award.

A distinctive circle of professional communities — including the Pinnacle Study Group, advisors from across the U.S. who meet twice a year on the hardest planning issues.

Talks on legacy planning and the tax & societal impact of charitable planning — for attorneys, accountants, and financial advisors in Austin, Atlanta, Orlando, Tucson, Indianapolis, New Orleans, Toledo, San Diego, Kansas City, and beyond.

A man of deep faith and deeper discipline — balancing work, family, grandchildren, and volunteering without dropping a thread. His friendships run deep and span decades, and that same devotion shows in the way he serves his clients: relationships held seriously, for the long haul.

Omaha, Nebraska — and on a plane to wherever the room is. Mike consults and speaks across the United States.

Rainmaker and strategist. When a situation needs the right people in the room, Jim already knows them — and has usually already called. Four decades of leading his own Memphis firm taught him which problems need a plan, which need a person, and which need both. At SRMG, he is the first phone call.

Do your work. Help the next person get their row out. Don’t be afraid of the hard job. He met the hard job early — a pick, a shovel, and a red-clay hog lot in the middle of summer, with a ditch that had to be dug before the weaned pigs arrived the next morning. The ditch got dug. The pigs got sold.

Founder, Make-A-Wish Foundation of the Mid-South (1986); national board member and officer of Make-A-Wish America, and its 1990 Volunteer of the Year. Vice President, One Million Wells, since 2019. The MDRT Foundation’s Quality of Life Award has recognized his work with Company D, Make-A-Wish, and One Million Wells.

The Pinnacle Study Group — the circle he shares with Mike — and MDRT. A Memphis Jaycee from his first year in the city, he still keeps the last line of the creed: “That service to humanity is the best work of life.”

The national work gets the headlines. This is the part that gets his time: the board of Company D Dancers, a dance company for teens and young adults with Down syndrome; the Church Health Center; The Way; and the hospice residence he helped build, where he and Ann furnished the rooms.

Jim and his wife, Ann, have four children and a growing crowd of grandchildren, and their spare time goes to church and ballfields. Ask him where the rest of it comes from — the giving, the boards, the first phone calls — and he won’t say strategy. He’ll say faith.

Memphis, Tennessee — with farms in Mississippi and Tennessee and a place in Gulf Shores. Even there, he is usually helping somebody else get their row out.