ABOUT US
Since 1997
After having spent 15 years in the financial services industry, in 1997 Perry Reginelli started The Advisor Group as a way to get out of the financial box he was stuck in with another brand name group in the Memphis area. He saw that being restricted to one set of products was not the right thing for his clients and set out to form a team of professionals that could truly take care of his clients. He worked with high net-worth clients in estate planning, wealth transfer & premium financing. Perry also worked with the Senior Market in healthcare, retirement planning & risk management.
Perry passed away in 2018. With 34 years experience in the senior market, Perry worked to provide the best products and services to match the senior needs in the mid-south. In 2009 Perry brought on Lonnie Epperson to mentor him. Lonnie is now the President of The Advisor Group.
Memphis Area Team Members
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Lonnie Epperson
President | Estate Planning Advisor
For more than 16 years, Lonnie Epperson has been helping the self-employed and senior market by providing in-depth advice with their family’s healthcare needs, safe-strategy retirement solutions, and making sure they are protected to the best of their abilities. In 2018, Lonnie assumed the role as president when his mentor and business partner, Perry Reginelli, passed away.
He has made it his goal to work directly with consumers who want to protect the nest eggs they’ve worked hard their whole lives to accumulate, and educate them so they understand the steps they are taking to protect their assets and interests. It’s this personal experience of having kitchen table conversations with consumers that has driven Lonnie to always be on the lookout for what clients need that the financial industry might not be offering.
While spending a majority of his time meeting with seniors approaching the Medicare market, he recognized a deep divide between people who had a plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings, but also at risk for having their legacy mishandled by unprepared heirs.
This led him to seek out the best minds in the industry, financial planners, and software engineers who had been perfecting a solution to solve this very important problem. Lonnie and his team at The Advisor Group devote themselves to connecting consumers with the financial professionals and the education they need to make informed financial solutions on the future of their estates.
But Lonnie and his team are not stopping there. Answering the call to serve others through philanthropy, The Advisor Group is helping non-profits across America raise funds for their causes by offering eStatePlan™ to their donors. This cutting-edge approach solves several fundraising issues for the charity, including generating both short-term and long-term contributions. It also solves donors’ desire for a cost-efficient, streamlined estate planning solution. Lonnie pledges to continue his quest for finding ways to help Americans protect their futures, fund their favorite causes and leave lasting legacies.
Kelley Nelson
Marketing | Estate Planning Advisor
For the past 7 years Kelley has been focused on saving people money while providing quality healthcare coverage. Her passion for helping people made joining the estate planning team at The Advisor Group a natural choice.
Kelley has seen firsthand through her many years in the real estate business both the positive and negative impacts of having or not having an estate plan in place. This experience allows her to personally relate to her clients while she shares her knowledge in an effort to give people a plan that they can count on when they need it the most.
Kelley leads our marketing efforts as she wants to let everyone know about the importance of estate planning and the services offered at The Advisor Group!
Kelley’s parents influenced her mindset for helping people. Her mother, Martha, volunteered for 25 years at St. Jude. Her father, Richard, had a huge heart for helping people and was her mentor. He taught her an immense amount about the details and importance of estate planning.
Kelley raised two amazing sons, Don Nelson and Ryan Nelson and has three beautiful granddaughters Martha, Caroline and Sunny. Kelley has had her Arkansas real estate license for 37 years. She is proud that her sons are active in the family real estate business, Williford Realty Company, in their hometown of Marion, Arkansas. She loves everything about living in downtown Memphis, especially the food, live music, sunsets and the people!
Kelley served on the Marion Chamber of Commerce Board of Directors. She assisted in founding the Downtown Memphis BNI Chapter (Business Networking International), and served as Secretary/Treasurer for the group. Kelley enjoys volunteering with Streetdog Foundation, scuba diving and travel when possible.
Michael Stephens
Estate Planning Advisor
Although a native of Louisiana, Michael has lived in Memphis for the past 20 years and has truly embraced the 901. A career in paper manufacturing initially brought him to Memphis with job assignments in marketing, product development, and supply chain operations. In 2018, he found a new calling – helping small business owners, the self-employed, and early retirees find healthcare plans that met their needs and budget. One question Michael was consistently asked is how to plan and fund long term care. This is quickly becoming the most important question for estate planning, as almost 80% of those over 65 will need some type of long term care. Knowing this, Michael sought out a solution, which landed him at The Advisor Group.
Through the Advisor Group’s team of legal, financial, and tax mitigation specialists, the estate plan you put in place can address those long care needs and protect your assets, your income and your legacy for generations.
Michael is an alumnus of Louisiana Tech University and enjoys following the Bulldogs’ sports teams and especially tailgating with his family and friends for home football games. His love for sports also extends to the New Orleans Saints, the Memphis Grizzlies, and the St. Louis Cardinals. With the recent addition of professional soccer to the Memphis landscape, he also holds season tickets for Memphis 901 FC.
Cooking on game days led him and his family into competitive cooking on the BBQ and steak circuits although most of the success has been in the chicken wing category as well as gumbo and jambalaya.
National Team Members
Andrew Victor
Director of Planning Strategies
A graduate of Harvard, Andrew Auchincloss Victor has been in the
financial services industry for 27 years, providing counsel in the areas of
Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business
Succession, and Insurance Planning.
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He and his team have driven over $4.7 billion in new investment and tax mitigation value supporting over $200 billion of client net worth across estate, income, and tax planning
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Work includes him personally working with leaders from Exxon-Mobil, Walmart, Johnson & Johnson, Goldman Sachs, multiple Fortune 500 executives, and successful business owners
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Designed and built numerous tax mitigation strategies that have been IRS tested and CPA/Attorney vetted
Dylan Mumm
Financial Planner & Tax Mitigation Specialist
Dylan is a Financial Planner with extensive experience in the analysis of a wide array of financial positioning.
An expert in the implementation of Structured Settlements, alternative assets, life insurance and securities positioning, he has spent his career advising attorneys, advisors and their clients on the forecasting, implementation and future management of their assets.
Dylan holds his Series 65 license as well as life licenses.
Dylan’s educational background is in the field of Economics from Colorado State University.
Veronica Hill
Financial Planner & Tax Mitigation Specialist
In 1999 Veronica began her career in the financial sector on securities, where she was Series 7 and Series 65 licensed.
She moved to life insurance in 2005, working for a brokerage agency. Her journey began in underwriting, assisting agents and their clients with obtaining the best possible offers by working hand in hand with the underwriters. She now works on the marketing side of the business, assisting agents by helping the determine what is best suited for their clients based on both financial and medical information on hand.
Mo Dadkhah
Network Attorney
Mo Dadkhah is an attorney born and raised in the Chicagoland area. Mo graduated law school in 2009 and immediately started his Law Practice and Law Firm. He is also the broker owner of Main Street Real Estate Group and for the last fifteen years has focused his attention (and practices) primarily on real estate, corporate law and estate planning. Mo has been named a Top 50 Attorney by the Top 100 Magazine, a Power Player by Chicago Scene magazine, his Firm has been selected as an Inc. 5000 list of fastest-growing companies, and he has been named as a Chicago Agent Magazine Who's Who for seven consecutive years. He has also held board seats at the Chicago Association of Realtors and has been the host of WGN's Market Overdrive radio show.
Mo brings a wide range of knowledge in estate planning, real estate, and corporate law together to best guide his clients on how to best protect themselves in a complete manner. He prides himself on being honest and transparent, while caring for every client's needs no matter how large or small their concerns are. Every client's situation is important and all their questions/concerns matter.
In his free time Mo loves competing in auto racing, martial arts, and spending
time with his family.
Noell Holmberg
Director of Life Insurance
Noell’s experience as a medical surgery nurse, specializing in cardiology and neurology, gives her invaluable credibility when working with underwriters. Her persuasive advocacy results in insurers green-lighting client cases they may have otherwise denied. And her experience in handling jumbo life cases, whether $65 million or $450 million, adds even greater value to our team and high-net-worth clients.
Ciara Lister, Esq
Network Attorney
As a network attorney Ciara believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton. She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.
Rebecca Schriver
Estate Planning Advisor
Rebecca’s goal is not only to educate clients on what they think the need to prepare for the future, but also on what she learned—from an early age—that they, and their families, could truly need.
“I lost my dad at a young age,” Rebecca recalls. “He didn’t really have a plan. We had to figure it out ourselves from square one. I don’t ever want my clients or their families to go have to go through that same experience.”
Her goal is to deliver to her clients a plan with a clear pathway laid out. “I help people focus on the important things…their loss, their grief and their family, instead of all of the other logistics that would need to be taken care of otherwise.”
Rebecca is passionate about what she does because many people don’t realize how important it is to take the time to plan their estates. “I tell my clients when I sit down with them, ‘I’m going to be your mom, sister, daughter and best friend,’” she explains. “We are going to dig into the nitty gritty, so I want to know at the end of the day that I took care of you. It’s an honor for me to be able to say to your family, ‘Don’t worry, we took care of it.’”
Born and raised in central Illinois before moving to Fayetteville to be closer to her husband’s family, Rebecca describes herself as responsible and rooted. She loves to hunt and fish and has taught dance and tumbling, but her primary interest is spending time with her family.
Roccy DeFrancesco, Jr., JD, CAPP, CMP
Author | Attorney | Asset Protection Specialist
Roccy is the Founder of The Wealth Preservation Institute, the OnPointe software suite, and is Co-Founder of the Asset Protection Society.
Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot’s license) and his J.D. from Valparaiso University School of Law.
Roccy is an educator and mentor to advisors and is known as a zealous consumer advocate. He has also written a number of consumer and industry books listed below:
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Peace of Mind Planning: Losing Money is No Longer an Option©
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The Home Equity Acceleration Plan, H.E.A.P© (with accompanying software program)
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The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security
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21st Century Attorney© (Co-Author)
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The Divorce Planning Guidebook© (Co-Author)
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Editor: The Medicaid Planning Guidebook