JD Stambaugh, AAMS®
JD Stambaugh has an extensive history of serving a range of individual clients and businesses that include entrepreneurs, corporate executives, foundations and endowments. Beyond maximizing balance sheets, JD is dedicated to his clients’ financial goals and guiding their legacies. He brings to the team a specialized expertise in advising clients within the technology, health care and hospitality sectors. He provides solutions for businesses and individuals around pre-transaction planning, concentrated risk management and goals-based wealth transfer strategies.
As a proud Collierville native, he volunteers as a foundation board member of the Collierville Rotary Club, is active in the Collierville Community Foundation and serves in various capacities for The Church of Jesus Christ of Latter-day Saints. In addition to spending quality time with his wife, Jerrica, and four (soon to be five!) children, JD is the head coach of the West Collierville Middle School baseball team.