Experienced Financial AdvisorsServing Memphis Families and Entrepreneurs
RBG Wealth Advisors (RBGWA) was founded on the central belief that wealth management should be undertaken with a purposeful, holistic, and comprehensive approach, linking all facets of your financial life. While we are a locally owned, independent, fee-only Registered Investment Advisory (RIA) firm, our strategic partnership with the accounting firm RBG PLC, a company that has been providing professional services for more than 100 years, sets us apart from other financial planners.
Our principals are CERTIFIED FINANCIAL PLANNER® professionals and Certified Public Accountants, a distinction that allows us to provide a wealth advisory experience with the guidance of both professions. Our goal is to provide the truly personalized experience of a boutique advisory firm with the technical depth and best-in-class resources of an established accounting partner. As independent financial advisors, our objective is to develop long-term strategies tailored to fit each client’s individual financial and retirement planning needs. While crafting and implementing wealth management strategies that best align with your goals, we maintain an unmatched level of attentiveness, communication, and collaboration.
About Us
Our Mission
Our Team
The RBGWA Team
Greg Davis, CPA, CFP®
Chief Executive Officer and Wealth Advisor
Memphis native and founding member of the RBGWA team, Greg Davis believes the firm’s success as financial planners cannot be achieved until we’ve helped our clients succeed in pursuit of their financial goals. He offers a range of services, including wealth management, financial planning, tax planning, charitable giving planning, and investment management.
As CEO of the firm, Greg inspires the team with enthusiasm, determination, reliability, and an unflappable work ethic. His continuing dedication to the professional community is demonstrated by his affiliation with the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of CPAs (TSCPA), and the Financial Planning Association (FPA). Greg previously served on the TSCPA State Board and is past president of the Memphis TSCPA chapter and FPA of Greater Memphis. He’s also participated in several mentorship programs, including Nexus Leaders.
Greg and his wife, Carrie, reside in East Memphis with their daughter, Ellie Kate, and two dogs, Levon and Scout. When he’s not experiencing the city’s rich dining and entertainment offerings, Greg’s pastimes include tennis, golf, spending time at the lake, and traveling to new destinations.
Licensing and Credentials:
- Certified Public Accountant (CPA) – Tennessee
- CERTIFIED FINANCIAL PLANNER®
Education:
- Christian Brothers University, Bachelor of Science in Business Administration
Tim Ellis, CPA/PFS, CFP®
Chief Investment Officer and Wealth Advisor
Be positive. Be thoughtful. Use the Golden Rule. These three points triangulate Tim Ellis’s professional philosophy.
Born and raised in the Mississippi Delta, Tim began his career here in Memphis and maintains a deep appreciation for the city’s history, culture, and small-town feel. After getting started in public accounting with the tax group of Reynolds, Bone & Griesbeck PLC, and working as a senior investment and financial advisor at an RIA firm, Tim helped found RBGWA in 2022.
Tim works with individuals, families, nonprofits, foundations, and businesses in investment management, cash flow and goals-based financial planning, retirement, tax planning, and estate planning. As our firm’s Chief Investment Officer, Tim heads up our investment committee, leading portfolio construction and allocation. He is the principal contributor to RBGWA’s Wealth Report newsletter and has contributed to, or been quoted in, Barron’s, CNBC Make It, The Commercial Appeal, Memphis Flyer, Authority Magazine, and other industry publications.
Tim recently served as President and Director for the FPA of Greater Memphis, and VP of Programs and Director for the Memphis Chapter of the TSCPA. He is also a member of the American Institute of Certified Public Accountants (AICPA).
Tim and his wife, Mary Agnes, are the proud parents of Wilkes, Edie, Mary Wright, and Oliver, and have a goldendoodle named Penny. In leisure mode, Tim enjoys cheering on Ole Miss, golfing, hunting, and traveling to “anywhere with a beach and a golf course.”
Licensing and Credentials:
- Certified Public Accountant (CPA) – Tennessee
- CERTIFIED FINANCIAL PLANNER®
- Personal Financial Specialist (PFS™)
Education:
- University of Mississippi, Bachelor of Accountancy with Minor in Managerial Finance (2008)
- University of Mississippi, Master of Accountancy (2009)
Matt Sullivan, CPA
Associate Advisor
A Memphis native with a deep-seated interest in the “how” behind financial success, Matt Sullivan brings a specialized technical perspective to the RBG Wealth team. His career began within the Audit Group of Reynolds, Bone & Griesbeck (RBG), where he served as an Audit Senior. This experience allowed him to spend years analyzing the internal controls and financial reporting of complex organizations, a background that now allows him to approach personal wealth management with a comprehensive financial lens that is rare in the advisory space.
As an Associate Advisor, Matt works directly with individuals, families, and business owners to deliver comprehensive financial planning and investment advisory services. He successfully passed the CERTIFIED FINANCIAL PLANNER®, CFP® examination and is currently completing the experience requirement for CFP® certification. Also maintaining his license as a Certified Public Accountant (CPA), Matt is dedicated to the firm’s integrated approach. He believes that thoughtful planning, attention to detail, and continuous learning are the essential ingredients for delivering meaningful value to every client he serves.
A “Double Ole Miss” alumnus (holding both a Bachelor and Master of Accountancy with honors from the University of Mississippi), Matt is also an active member of the Tennessee Society of CPAs and the local professional community.
Matt and his wife, Lilly, reside in Memphis and are proud to be part of the city’s continued growth. When he isn’t in the office, he’s likely reading, traveling, or staying active on the racquetball court.
Licensing and Credentials:
- Certified Public Accountant (CPA) – Tennessee
Education:
- University of Mississippi, Bachelor of Accountancy with Minor in Finance (2021)
- University of Mississippi, Master of Accountancy (2022)
Lisa Shive
Client Services Associate
Lisa serves as Client Services Associate at RBG Wealth Advisors, where she supports client onboarding, account administration, paperwork processing, and day-to-day service requests. She works closely with advisors to help facilitate a smooth, organized, and responsive client experience.
With more than 30 years of experience in financial services, Lisa brings a wealth of hands-on knowledge and a steady operational background to the firm. Her career spans credit reporting, mortgage escrow, banking, and lending before joining Sector Capital Management in 1999. Following its acquisition by Argent Financial and later Nuveen, she spent 19 years supporting portfolio reconciliation, performance analysis, compliance, client service operations, and office management.
In 2018, Lisa joined Financial Consulting Group, expanding her responsibilities to include life insurance administration alongside client service support. Most recently, she served as Client Relationship Manager at Avenue Wealth Management before joining RBG Wealth Advisors.
Lisa holds a Series 65 license and earned a BS in Education from the University of Memphis. She is also a notary public in the state of Tennessee. An active member of the Germantown Church of Christ, Lisa enjoys power walking and spending time with her three grandchildren.
Licensing and Credentials:
- Certified Public Accountant (CPA) – Tennessee
Education:
- University of Mississippi, Bachelor of Accountancy with Minor in Finance (2021)
- University of Mississippi, Master of Accountancy (2022)
Our Values
The Seven Core Values Driving Our Success
Passion
Respect
Ownership
Stewardship
Teamwork
Elevation
