This material is intended for general public use.  By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity.  Please contact one of our financial professionals for guidance and information specific to your individual situation.

 

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. WestPac Wealth Partners, LLC is an agency of The Guardian Life Insurance Company of America® (Guardian). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Weatlh Partners, LLC is not an affiliate or subsidiarie of PAS or Guardian. WestPac Wealth Partners, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

CA license number 0D34103

AR license umber 307935

Important Disclosures 2018-59429 Exp 5/20.

 

 

 

 

 

About

For almost two decades, we have been focused on building bullet proof balance sheets.
Joseph DeLisi
Certified Financial Planner ™

My calling is to help clients with one of the highest stakes games in their lives: the building and maintaining of their family’s finances. Without this it will be difficult to live a good life and protect those most important to them. This represents a failure that is not an option for my clients or me.

 

I have seen the world through my client’s eyes for twenty years. I have looked through the eyes of the young Physician embarking on a career. I have seen what it looks like for a retiring executive and the uncertainty that world brings. I have seen the man at the end of his life that wants to know if everything is going to be ok for his wife when he is gone.

 

My personal experience in life is vast, however my real experience is that which I have gained by being fortunate enough to advise so many wonderful people over the years.

 

My wife Jayme and I have four children and one on the way. Our entire family enjoys physical fitness and often competes in endurance races. We have a special interest in helping to raise money and fund ministries that help trafficked and abused children in the United States and the Middle East. 

 

Education and Experience:

  • Graduated Phi Beta Kappa from The University of Maryland in 1998 with a BA in Communication.

  • Certified Financial Planner™. The American College, 2006

  • Chartered Financial Consultant™. The American College 2007

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.

 

 

Check the background of this investment professional on FINRA's BrokerCheck.

Sarah Dixon
Director of Operations
John Mark Fisher
Financial Representative

Sarah’s role is to make sure all promises are delivered upon. This means she handles all details of the planning process that clients are engaging in with Joe and the team.  Sarah has a unique ability where she thrives in an environment that has no predictability and is able to adapt on the fly while at all times keeping her eye on what needs to be done.  Sarah has an incredibly high desire to see to it that everyone has a great experience in working with the team.  Sarah joined Joe’s team in 2011 and immediately became the glue that held everything together.

 

Sarah is a native Memphian who enjoys traveling with her better half, Shawn. Her goal is to see and experience somewhere new and different whenever there is the opportunity. When not engaged with the team or traveling the world, you can most likely find Sarah at a music venue listening to live music or anywhere that involves food, whether that be the new restaurant in town or hosting a dinner party with family and friends. She loves to learn and is always looking for the next adventure!

John Mark Fisher has been in the financial services industry since 2002 and joined Joe DeLisi and his team at Ashford Advisors in 2012. Now more than ever, John Mark has a passion to help his clients build their personal balance sheet the right way.  In an industry that talks about relationship but rarely follows through on the promises made, John Mark knows that the difference in financial success and failure is often the team that people choose to put around them.  His job is to help new clients find the DeLisi team at Ashford and to make sure they are getting they attention they need to find success.   

 

John Mark grew up in Germantown and attended Evangelical Christian School where he graduated in 1998. He then went to school at Mississippi College and graduated in 2002 with a degree in business administration. Today he loves playing basketball, tennis and golf. He lives in East Memphis with his wife Dottie and their three children Ezra, Lilah, and Atticus. On the weekends you will probably find him on the golf course with his friends at Windyke Country Club. His family is also very active members at Kirby Woods Baptist Church. 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.