Our Team

In our business, people make all the difference. We believe our deep professional experience and complementary backgrounds give our firm the necessary insight when managing our clients' financial affairs. Our combined experience includes investment research, asset allocation, portfolio management and financial planning.

Robert W. Frazee, CFA, CPA*

Principal | robert@frazeeinvestment.com

Robert joined Frazee Investment Consulting in 2013 after nearly 10 year of finance and accounting experience with both local and national firms. Prior to joining FIC, Robert served as a Vice-President for Diversified Trust Company in Memphis where he was involved in all facets of client relationship management. Prior to Diversified Trust, Robert was a research analyst at Delta Asset Management, a value-oriented investment management firm in Memphis. Robert began his career with PricewaterhouseCoopers in Denver, Colorado.

Robert received both his Bachelor of Business Administration and his Master of Accountancy from the University of Tennessee. He is a Chartered Financial Analyst and is a member of the CFA Society of Memphis. Robert and his family attend Harvest Church in Memphis where he serves as an Elder and as Chairman of the Finance Committee. Robert also serves on the Board of Directors of the Christian Community Foundation and he previously served on the Board of Directors of the Bodine School and Advance Memphis.

* Inactive status

Mark A. Sorgenfrei, Jr., CPA/PFS, CFP ®

Principal | mark@frazeeinvestment.com

Mark joined Frazee Investment Consulting in 2016 after spending more than 12 years with Waddell & Associates in Memphis. Prior to his service with Waddell & Associates, Mark was an auditor with both Watkins Uiberall and Ernst & Young. Mark has extensive experience in guiding individuals and institutions through the wealth management process, which includes investment analysis, manager selection, financial planning and life-on-life consultation. Mark has been quoted in multiple publications, including the Wall Street Journal. He has made numerous public speaking presentations to individuals, businesses, classrooms and other organizations about investment philosophy, economics and financial planning disciplines.

Originally from Jackson, Mississippi, Mark received both his Bachelor of Accountancy and Master of Accountancy from the University of Mississippi. Mark is a Certified Public Accountant, Personal Financial Specialist and a CERTIFIED FINANCIAL PLANNER TM practitioner. Mark is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. In addition, he is an active member of Second Presbyterian Church, where he has taught Sunday School and served on the Foundation's investment committee. Mark is a previous board member of Christ Methodist Day School. He also enjoys coaching sports, including a 4-year stint as the junior high boys basketball coach at NorthPoint Christian School.

Meredith Poore, CFP ®

Director of Operations & Client Support | meredith@frazeeinvestment.com

Meredith joined Frazee Investment Consulting in 2018 as Director of Operations and Client Support. Meredith is a CERTIFIED FINANCIAL PLANNER TM practitioner, with extensive experience in financial planning, investment management, divorce financial analysis, compliance procedures and client reporting. She graduated Magna Cum Laude from the University of Mississippi with a Bachelor of Accountancy, and moved on to pursue the financial services industry in 2003.

Prior to joining Frazee Investment Consulting, Meredith was a financial advisor with a regional firm, First Heartland Capital, Inc., where she partnered with Barrios Financial Services in Collierville, TN. Meredith also worked with a local firm, Compass Financial Advisors, LLC, where she served as a financial planner and Chief Compliance Officer.

Meredith is an active member of Second Presbyterian Church. She has enjoyed many years of serving the children's ministry through vacation Bible school and teaching Sunday school.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER TM, CFP ® (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

If you have questions about CFP Board's trademark usage guidelines, or would like CFP Board to review business materials you are developing that feature the CFP ® certification marks, please contact us at 800-487-1497 or trademark@cfpboard.org