Our Qualifications

John W. "Jack" Moses IV, CLU, ChFC, co-founded CAC Financial Partners, LLC (now Greenbridge Insurance & Investment Services) in 2002 after 18 years of experience in the financial industry.  He earned his Bachelor's degree in Finance from Mississippi State University in 1972.  In 1992 and 1994, he received the professional designations of Chartered Life Underwriter and Chartered Financial Consultant, respectively.  Jack has served his community in several capacities including President of the Memphis Chapter of the Society of Financial Service Professionals and General Managers and Agents Association.  Further, he has served on advisory boards for financial institutions and school districts.


Hollie Morgan has been with Greenbridge Insurance & Investment Services since 2006, and serves as the office manager.  She brings many years of experience to her role, including administrative positions in the financial industry. Hollie is a licensed insurance producer and works with the firm's clients on all aspects of their property and casualty needs.She serves as administrative assistant to the firm's brokers and provides support to all aspects of the firms insurance, investment and financial planning services. 

Stephen (Beau) Beaird started at Greenbridge Insurance & Investment Services in February 2019 and works with our clients in all areas of our insurance, investment, and financial planning services. Prior to starting with Greenbridge, he spent the previous 6 years with First Mercantile Trust Company and MassMutual as a Retirement Planning Specialist. He brings his industry knowledge and experience to the firm, helping our clients reach their financial goals.