Covenant Partners, LLC

Andrew Wood is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Covenant Partners, LLC since 2021, following roles at Bank of America N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and U.S. Trust Bank of America Private Wealth Management. Covenant Partners serves individual and high-net-worth clients, trusts, and privately held business entities by providing discretionary portfolio management, financial planning, fiscal counsel, and fiduciary retirement account advice. The firm employs a strategic, long-term buy-and-hold investment approach and incorporates liquidity and tax considerations when constructing portfolios.

Jennifer Anderson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Covenant Partners, LLC with three years of industry experience. Her prior work includes roles at Inflammo, LLC and Apex Revenue Technologies, as well as self-employment from 2016 to 2021. Covenant Partners serves individual and high-net-worth clients, trusts, and privately held business entities by providing discretionary portfolio management, financial planning, and fiscal counsel. The firm employs a strategic, long-term buy-and-hold investment approach and offers services including bill-paying and cash-flow analysis, with portfolios managed on a discretionary basis and reviewed regularly.

Serena Rickman is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She currently works at Covenant Partners, LLC, where she has been since 2023. Prior to that, she held roles at Robert W. Baird and Edward D. Jones. Covenant Partners serves individual and high-net-worth clients, trusts, privately held business entities, and estates. The firm employs a strategic, long-term buy-and-hold investment approach with discretionary portfolio management and offers fiscal counsel and consulting services while acting as a fiduciary for retirement accounts.

John Link is a CFA® charterholder with 22 years of industry experience, currently serving at Covenant Partners, LLC since 1997. He is based in Nashville, TN. Outside of his advisory role, John is a board member of Millsaps College. Covenant Partners serves individual and high-net-worth clients, trusts, privately held business entities, and estates by providing discretionary portfolio management, financial planning, and fiscal counsel. The firm employs a strategic, long-term buy-and-hold investment approach with regular portfolio reviews and incorporates liquidity and tax considerations in its management process.

Todd Glisson is a CFP® professional with 22 years of experience at Covenant Partners, LLC, where he has worked since 1997. He holds a Series 63 designation and is licensed to sell life and disability insurance. Glisson is also a 50% owner of Murrah Ventures, LLC, a real estate investment entity. Covenant Partners serves individual and high-net-worth clients, as well as trusts and privately held business entities, providing discretionary portfolio management, financial planning, and fiduciary advisory services. The firm employs a long-term, strategic asset allocation approach and incorporates liquidity and tax considerations in portfolio construction.