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Past Events Gallery

MARCH 7th, 2018: Social Security Benefit Options Luncheon

Roop Financial Services hosted a Social Security Benefits Options luncheon about how to Maximize your Social Security Retirement Income and strategies to help reduce taxation of your Social Security benefits.

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OCTOBER 2017: PUMPKIN FALL GIVEAWAY

Fall is an important time to enjoy the weather and spend time outdoors. Roop Financial Services celebrated the fall by giving away beautiful Brownlee Farms pumpkins to our wonderful clients.

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SEPTEMBER 27, 2017: Social Security Benefit Options Luncheon

Roop Financial Services hosted a Social Security Benefits Options luncheon about how to Maximize your Social Security Retirement Income and strategies to help reduce taxation of your Social Security benefits.

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OCTOBER 2016 : ANNUAL CLIENT APPRECIATION DINNER

Walter Roop hosted this fun-filled annual event at the Capital Grill Restaurant. The food and speaker were good but not as great as the conversations and laughter from our wonderful clients.

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Latest Blog Post

Powell's Jackson Hole Speech Unsettles Markets

September 06, 2023

If it feels like the financial markets are lurching from news event to news event in recent weeks, you’re right. They are. The markets were on pins and needles waiting for Fed Chair Powell to deliver his talk at the Jackson Hole...

Don’t Let August Slip Away ☀️

August 23, 2023

August marks the final hurrah of summer. If you’re a gardener, it’s time to reap what you’ve sown as many summer vegetables are ready to be harvested – watermelon, corn, peaches, tomatoes, cucumbers – the...

The SECURE Act

January 03, 2020

Long-established retirement account rules change. Provided by Walter Roop CLU, RHU The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law...

Featured Team Member

Walter W. Roop CLU®, RHU®

My StoryWhile pursuing my business degree at the University of Memphis and learning about finance, investments, insurance it cultivated a desire to work toward a career helping others with their planning. I admired professionals who...

Richard H. Fisher CLU, CHFC, CFP

Richard joined Roop Financial Services in 2007. With the knowledge he has gained during his 25 years of experience of working with people in the Mid-South area, he is uniquely positioned to help his clients achieve financial independence.

Alicia Spurlock, MBA

Alicia has Bachelor of Business Administration, Master of Business Administration and a Master of Arts in Teaching Education degree from the University of Memphis.

Rob Lackey, MSFP, CFP®, BFA™

Rob assists clients with a variety of investment and insurance services (developing long and short-term financial plans and strategies, insurance and investment reviews, new accounts, rollovers) to assure all client needs are met.

Tanner Harlow

“We seek out the best wherever we can find it — the best rates, the best solutions, the best technology."

Tyler Roop

As Operations Manager, he is responsible for managing client information, processing paperwork to open new accounts, handling life insurance application submission, underwriting monitoring and performing other back-office operations.