Management and Financial Advisory Firm
Specializing in Families and Small Businesses
education and development of financial plans to assess:
- risk exposure
- cash flow management
Implement "Privatized Banking
" policies that incorporate cash flow management and savings, minimize taxes, maximize use of money with conservative and consistent returns, and insurance coverage for life’s contingencies.
Paige T. McKechnie, Founder
Authorized Infinite Banking Practitioner
Implementation of Infinite Banking Concept / Privatized Banking strategies since 2004.
Commercial Banking, 1990 – 1998
Personal Financial Services, Private Banking, Loan Underwriting
Wachovia Bank, N.A. and First Union – Private Banking Officer responsible to develop relationship and serve all-encompassing banking needs of Physicians, Dentists, and Entrepreneurs. Implement strategies to maximize returns on deposits and develop investment strategies. Extensive training in analysis and understanding of personal, corporate and partnership tax returns and financial statements for underwriting loan requests for clients both personally and corporate use.
Chase Manhattan Bank – Management Development Program. Exposure to various departments of the Retail Bank on a management level including Retail Branch Banking, Auto and Lease Finance, Personal Financial Services, Customer Support Call Center, Brokerage Services and Small Business Banking. Led a team to develop a Workplace Banking concept and kiosk to bring retail banking services to the employees of larger corporations which was later implemented. Jumbo mortgage loan underwriting and sales/marketing to the affluent sectors of Dallas, TX real estate market.
Baylor University, 1986 – 1990
B.A., Finance/Financial Planning
Hankamer School of Business degree in Finance with a further concentration in Financial Planning. Specialized degree allowing for significant knowledge depth in Estate Planning, Financial Planning, Tax Planning, Accounting, Economics, Finance, Investments, Statistics, Real Estate and Insurance. This program is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board).
Native of Nashville, TN graduating from Brentwood High School in 1986. During more youthful years pursued interests in various sports, Equestrian riding, public speaking and student government. Member of Kappa Kappa Gamma sorority. Currently resides in Brentwood, TN and is married with three children. A member of Brentwood Baptist Church, Brentwood, TN.