Broker Check

Team

At Chartwell Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of professionals has experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting advisors, Chartwell Financial Group provides comprehensive financial strategies carefully tailored to each individual situation. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live.
 

George Moore ChFC®, CLU®

Managing Partner and Agency Control Officer

901-692-5100

george_moore@glic.com

George started in the financial services industry in Washington DC in 1989. He moved to Memphis in 2004 to take over the firm which he reorganized as Chartwell Financial Group (CFG).
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Kevin Butler

Director of Brokerage

866-834-0695

kevin.butler@chartwellfg.com

Kevin was raised in Tiptonville, TN and attended UT-Martin where he received a degree in Marketing in 2004.
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Joseph DeLisi, CFP®, ChFC®

901-692-5563

joseph.delisi@chartwellfg.com

My calling is to help clients with one of the highest stakes games in their lives: the building and maintaining of their family’s finances. Without this, it will be difficult to live a good life and protect those most important to them.
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David Earhart

901-692-5564

David’s passion in the financial world is to provide the best information available so his clients can make informed and knowledgeable decisions based on their wants and desires. David grew up in middle Tennessee on a family farm...
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John Mark Fisher

901-692-5577

john.fisher@chartwellfg.com

John Mark Fisher has been in the financial services industry since June of 2002 and joined Chartwell Financial Group in March of 2012.
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Yvonne Miller

Operations Manager

901-692-5100

yvonne.miller@chartwellfg.com

Yvonne Miller serves as the New Business Manager at Chartwell Financial Group. She is responsible for the flow of all life and disability new business and existing policy services.
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Cliff Sulcer, CFP®

901-692-5106

cliff.sulcer@chartwellfg.com

Cliff has spent the last 20 plus years helping clients in many areas related to finance including banking, wealth management, investment management, and financial planning.
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William E. Tallent, JD

901-692-5568

901-692-5101

will.tallent@chartwellfg.com

Will offers comprehensive solutions for professionals and their families looking to secure what matters most to them—their legacies, their estates, and their financial futures. Originally a native of Huntsville, AL and a graduate of...
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Tommy Thomas

901-692-5571

tommy.thomas@chartwellfg.com

Tommy works with clients of all ages, helping them to manage the financial risks in their life, while simultaneously addressing their future retirement concerns. This process entails a thorough review of their current financial...
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Matt VanCleve, JD

901-692-5572

matt.vancleve@chartwellfg.com

Matt has built a career focused on the issues that families and small businesses face and works alongside his clients to find solutions.
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Lea Angel Woodham

(501) 687-2929

(501) 421-1289

leaangel.woodham@chartwellfg.com

Lea Angel Woodham serves as the Office Manager for Chartwell Financial Group in Little Rock, Arkansas. She is responsible for all new business, as well as ongoing services for existing policies and accounts. Lea Angel has been with...
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Warren Woodham

(501) 687-2929

(501) 421-1289

warren.woodham@chartwellfg.com

Warren grew up on his family’s rice and soybean farm in Jonesboro AR. He graduated from Arkansas University where he studied finance and economics. Warren joined Chartwell in 1998 and in 2006 he and his family relocated to Little Rock....
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Zach Martin

(501) 687-2929

Zach.martin@chartwellfg.com

Zach believes that every individual has their own financial dream of success and that we all have a unique personality with different life circumstances that change throughout time. Because each individual and situation is unique, Zach...
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Rob Whitsitt

901-692-5100

rob.whitsitt@chartwellfg.com

Rob entered the financial services industry with a desire to build meaningful relationships with his clients and to see them grow financially. My passion at Chartwell Financial Group is to align with my clients, to educate them about...
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John Weeden

901-692-5581

John.Weeden@chartwellfg.com

John Weeden is honored to serve clients by helping them to achieve clarity and confidence in their financial futures. John believes that each person's life goals deserves specific consideration to develop a comprehensive plan tailored...

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