Team List

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David McAdams
David McAdams is a well-known financial educator in Memphis. His retirement presentations have been widely attended by retirees of FedEx, Northwest Airlines, UPS, and UT Memphis. Mr. McAdams has assisted numerous families with investing several million dollars. David has published articles in Forbes Magazine, and is sought after as a speaker and trainer that has appeared on numerous radio programs throughout the country. In addition, David has mentored and trained hundreds of financial professionals throughout the United States. Mr. McAdams is the President of McAdams Group, LLC an independent advisory group specializing in issues concerning retirees. McAdams Group, LLC has an A+ accredited rating with the Better Business Bureau of the Mid-South, and is a member of the Greater Memphis Chamber. David lives with his wife and their sons Garrett, Tyler, Collin, Joshua, and Benjamin, in Lakeland. If you attend one seminar this year, do not miss this opportunity to learn potential strategies to help protect your assets. When David is not spending time with his family or working, he is very active with his church group and participates in community outreach programs.
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Richard Burt
Sr. Vice President
Richard is Sr. Vice President of McAdams Group, LLC. McAdams Group, LLC specializes in issues concerning retirees, is currently rated by the Better Business Bureau as an accredited BBB business, and is a member of the Memphis Regional Chamber of Commerce. Richard is a financial educator in the Mid-South area. His educational presentations have been occasionally attended by individuals that are approaching retirement and/or have already retired. Richard teaches his clients how to avoid the common financial mistakes that typically impede so many retirement plans. Mistakes such as inefficient asset allocation, overpaying on taxes, and lack of catastrophic health care planning. Richard’s mission is to educate his clients so they can make informed, educated decisions that will best suit their needs and help enable them to achieve their long-term financial goals. Richard was awarded the Five Star Wealth Manager award for both 2009 and 2011. Richard was also awarded the Cambridge Who’s Who Lifetime Member award for Executives, Professionals, and Entrepreneurs in 2011. Richard and his wife Tanya live in Cordova with their four children, Chase, Gavin, Zach, and Ava. When Richard is not spending time with his family or working, he is very active with his church group and community.
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Gary Osing
Vice President
Gary is a Vice-President of McAdams Group, LLC, with clients who have retired from Federal Express, International Paper, Baptist Hospital, Shelby County Schools and many other Mid-South employers. He specializes in investing for income, estate planning, asset preservation, Required Minimum Distributions, Social Security Benefits and income taxes. Over his career, Gary has worked for major U.S. railroads, several large law firms, and, now, more than 12 years with McAdams. He earned his Bachelor of Science Degree in Accounting from the University of South Alabama. In his professional life and in his many extra-curricular activities, Gary has honed his people skills as a listener, mentor and advisor in whom his clients place great trust and look to for help. McAdams Group, LLC is dedicated to serving and educating those at or close to retirement into and through that phase of their lives. In addition to helping his clients generate more income for retirement, help protect their assets from diversion away from the family tree, and reduce taxes, a critical aspect of Gary’s expertise is helping seniors avoid spend down of their assets when medical care costs increase later in life. Gary and his wife, Beverly are originally from Springfield, IL and have lived in Collierville for over 20 years. Prior to moving to Tennessee, they lived in Mobile, AL for over 25 years. Over the 50 years that they have been married, Gary and Beverly raised two sons and now enjoy their four grandchildren. Gary and his wife Beverly live in Collierville, Tennessee. Over the 50 years that they have been married, Gary and Beverly raised two sons, and now enjoy their four grandchildren. In addition to his heavy workload, Gary is very much involved in serving in his local church as well as surrounding ministries.
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Taylor Perry
Financial Advisor
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Tearesa Claiborne
Client Relations Manager
Tearesa Claiborne joined the McAdams Team in 2011 as the Client Relations Manager. A native of Chicago, IL, Tearesa and her family moved to Memphis in 2004 to pursue a career as a college recruiter while pursuing her undergraduate degree. Tearesa currently has an AA in Management, a BBA in Business Management, and is a few classes from completing her MBA in marketing. Tearesa has a strong background in customer service and enjoys event planning and building new client relationships.
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Rhonda Presley
Asset Transfer Manager
Rhonda grew up in Memphis and attended The University of Memphis where she graduated with a BBA in Management. She has 12 years of banking experience and 8 years of Insurance experience. She is currently Life and Health Licensed in TN & MS. She resides in Olive Branch, MS with her husband and two children. She is also a certified personal trainer and enjoys helping others lead a healthy lifestyle. She has two dogs, Rocky and Snooki, which are more spoiled than her kids.
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Jenna Everman
Client Services Representative
Jenna grew up a military child, moving around quite a bit before coming to Tennessee. She is a graduate of Cibola High School in Arizona and attended the University of Memphis receiving her degree in Business Management. Before coming to the McAdams Group, LLC, Jenna spent ten years in the Hospitality industry managing hotels, doing Quality Assurance, and opening new hotels. She spent time working for Starwood, Marriott, IHG, and LRA Worldwide. Outside of work, Jenna delves into her artistic side, playing seven instruments, painting, and dancing.
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Brianna Crawford
Client Relations Rep.
Brianna moved from Chicago, IL to the south in 2004 and has been a resident of Memphis, TN ever since. Although she is currently the youngest addition to the McAdams team as our Client Relations Representative, she has also developed a strong background in leadership, customer service and satisfaction, as well as linguistics. She is an in-depth researcher when it comes to art, history, and current events. Brianna is tech savvy, multi-talented, artistic, and intellectually adept, more often than not spending her spare time lost in research or looking for ways to improve the community.
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Ann Drennan
Marketing Coordinator
Ann is a native of Kansas City, Missouri. She and her husband, Bill, have called Memphis home for 30 years. They have three grown children and one amazing granddaughter! Ann is the Marketing Coordinator for the McAdams Group. She enjoys meeting new people at the educational seminars. You will talk to her when scheduling an appointment with one of our advisors. Gardening and bicycle riding are two pastimes that Ann and Bill enjoy together. They are also involved in their church community and volunteering at Room in the Inn Memphis.
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Gretchen Troyan
Client Services Rep.
Gretchen was born in Memphis, TN, and is a graduate of Messick High School. She attended Methodist School of Nursing and pursued a nursing career at LeBonheur Children’s Hospital and for a Dermatological Surgeon. She has been married to her husband, Joe for 28 years. Gretchen moved to Olive Branch, MS 23 years ago to raise her two sons, Joseph and Michael. She volunteered as a teacher’s assistant at her son’s schools, was actively involved in the PTA, and was a huge supporter of Olive Branch Athletics. Upon graduation of her oldest child, Gretchen re-entered the work force at McAdams Group, LLC in 2006.
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Peggy Mitchell
Senior Receptionist
Peggy Mitchell, receptionist, is married to retired veterinarian, Joe Mitchell. They have been married for 50+ years. Peggy has one daughter, Jane, and two brilliant grandchildren, Alexandra and Zach. In the 1970’s she attended Memphis State for two years. Peggy joined McAdams in 2007. Prior to this, from 1970 to 2000, she worked in an internal medicine practice as a certified X-ray tech. This was followed by becoming an international buyer and general manager for Museum Shop Enterprises from 2000 to 2007. MSE provided the retail shops for the Wonders Exhibits in Memphis, as well as International Exhibitions in Mississippi, Louisiana, Florida, & Delaware.