Financial planner planning Memphis dentists business owner CPA CFP Tripp Yates Eaglestrong Financial Memphis CPA CFP

901.413.8659  tripp@eaglestrong.com

 

 

Tripp has extensive experience in financial planning and investment management, and he diligently uses his credentials of CPA and CFP® to benefit his clients. Over the last ten years, he has managed over $100 million in assets for individuals and families. 

 

Tripp's interest in investments started when he was young and was intrigued by his grandfather's savvy investment knowledge. When he realized staying in public accounting was not his ultimate goal, he was excited to take his career in this direction.

 

His passion for financial planning is evident to each and every client he meets with. His desire is to help his clients organize their finances, save taxes, and invest wisely. Tripp strives to work in a humble and transparent way.

 

When he is not managing his firm and his clients, Tripp enjoys spending time with his family, running, and cheering on the Rebels and the Cubs.

 

 


Professional Affiliations:

Financial planner planning Memphis dentists business owner CPA CFP Tripp Yates CPA CFP
Financial planner planning Memphis dentists business owner CPA CFP Tripp Yates XY Planning Network
Financial planner planning Memphis dentists business owner CPA CFP Tripp Yates NAPFA Fee only
Financial planner planning Memphis dentists business owner CPA CFP Tripp Yates AICPA CPA CFP

Financial planner planning Memphis dentists business owner CPA CFP Doty Yates Eaglestrong Financial CPA

901.619.3599  doty@eaglestrong.com 

 

Doty has been inspired by her husband’s passion for financial planning and has joined Eaglestrong Financial as an investment advisor with an emphasis on college-funding plans and student loan analysis. She considers it a privilege to help her clients with their finances since it is so deeply personal.

 

With a background as a CPA in public accounting, Doty combines her technical knowledge with her creative side to bring a unique perspective to client meetings. She listens to the underlying emotions about money while talking with individuals and couples.

 

Doty also enjoys spending time with Tripp and their three girls, managing her photography business on the side, and running in 5Ks in her beloved hometown of Memphis.

Financial planner planning Memphis dentists business owner CPA CFP Tripp Doty Yates Eaglestrong Financial Memphis TN Financial Planner

Tripp, Doty and their 3 girls (ages 9, 6 and 4)