SASS STRUT 5K

Lisle Parham Wealth Management

UBS Private Wealth Management

Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA®                                                          Sr. Vice President, Private Wealth Advisor I Certified Exit Planning Advisor            Office: 615.750.8171 | Fax: 855.451.2764

Nick Deidiker, CFP®, CSRIC®                                                                                            First Vice President | Financial Advisor                                                                Endowment & Foundation Consultant                                                                            Office: 615.750.8017 | Mobile: 615.497.7018 | Fax: 855.451.2764

You face opportunities and challenges at every stage of life: growing your family, buying a dream home, transitioning a business, starting a foundation or facing a loved one’s health concerns. We actively listen, embrace your expectations and come to understand the motivations and desires of each generation of your family. Then we help you set your plan, implement your strategy, monitor and update based on changes in your family’s lives. That’s how we help put you—and keep you—on the right track to meeting your goals.