Our Team


In our business, people make all the difference. We believe that our deep professional experience and complementary backgrounds give our firm a unique perspective when managing our clients' assets. Our combined experience includes investment research, asset allocation, portfolio management, tax preparation and planning and general financial planning.


William A. Frazee, CPA (Retired)

Founder | bill@frazeeinvestment.com

Bill founded Frazee Investment Consulting in 1997 and served as President of the firm for more than 20 years. Prior to founding the firm, Bill spent nearly 30 years as an owner and Partner of a Memphis-based CPA firm. For more than 20 years he served as the Managing Partner of the firm, overseeing operations and strategic direction, in addition to providing tax preparation and planning services to his clients. Bill has significant experience in estate and tax planning, investment management and financial advisory services.

Bill attended Southern Methodist University where he received a Bachelor of Business Administration in 1969 and a Master of Business Administration in 1970. He is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. He is a past President of the local chapter of the Tennessee CPA Society as well as a past participant in Leadership Memphis. In addition, Bill has served as an elder and deacon for his church and a board member for several educational and charitable organizations.


Robert W. Frazee, CFA, CPA*

Principal | robert@frazeeinvestment.com

Robert joined Frazee Investment Consulting in 2013 after nearly 10 years 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 attends 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 for the Bodine School.

* 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 teaches Sunday School and serves on the Foundation's investment committee. Mark is a 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.


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