Advisor Today article SMRU #1625562
Dr. Catherine Sledge has been a valued staff member on the Sledge & Company team since its 2007 inception. A practicing dentist since 2011, and with years of small business ownership under her belt, Dr. Sledge has recently expanded her role in the family business at Sledge & Company. Dr. Sledge is accountable for business and operational organization, strategic initiatives, and client development. She brings a breadth of knowledge and experience to our clients, especially the ones with a more entrepreneurial focus. She enjoys bringing her personal business experience to the table to help family businesses and entrepreneurs achieve their goals.
Dr. Sledge is a mother of three wonderful sons and the wife to our founder, Taylor Sledge. She loves traveling, her garden, reading great books, coffee, and is currently breaking into pickleball. She is Co-Founder and serves as President of the nonprofit, Osprey, Old School Parents Raising Engaged Youth. Dr. Sledge is passionate about helping clients grow, serving her community with her gifts and abilities, and most of all supporting and encouraging her husband and children.
After a career in entertainment and public finance law, Ana joined the staff of Sledge & Company in 2023 as VP of Relationship Management, where she leads client onboarding and success. In 2017, she began producing the documentary on Nobel Laureate William Faulkner, “Faulkner: The Past Is Never Dead”. Ana is licensed in Life, Accident, and Health.
Ana holds a JD and is a graduate of the University of Mississippi School of Law. She earned a Bachelor of Arts from the University of Mississippi, double-majoring in Political Science and Spanish. In addition, Ana holds certificates in Governing Family Offices and in Single Family Offices from the Kellogg School of Management at Northwestern University. Within the community, she is a Board Member of The Redeemer’s School and a Board Member of the International Ballet Competition, USAIBC. Ana lives in Jackson, Mississippi with her two daughters, Lilly and Dot, and her husband, Taylor.
Courtney joined Sledge & Company in May 2024 as the Executive Business Coordinator. She is primarily responsible for the continued relationship development and success of Sledge & Company by developing and implementing new ideas of financial advisory with a business psychology approach.
Courtney possesses a nurturing charisma that fosters communication and connection. One of the defining qualities that sets Courtney apart is her empathy. She has an innate ability to understand the needs and desires of others through customer pain points, desires, and motivations. This empathetic approach allows her to tailor Sledge & Company’s strategies, ensuring that each interaction is personalized, meaningful, and mutually beneficial.
Courtney is a graduate from the University of Mississippi, where she received her bachelor’s in science with a focus on Hospitality Management & Business. Courtney currently resides in Madison with her husband Drew, their two sons, Asher and Lawson, their daughter, Sara-Paisley, and their Dachshund, Axl Rose. Courtney is a Capa member at Canton Academy, where her children attend. She also serves as the Prissy Panthers Cheerleader Sponsor for ages three through third grade. She enjoys fishing, boating, exercising, cooking, grilling, and hanging out with friends and family.
With Sledge & Company, Christina leads the Planning team, developing and communicating unique plans tailored for our clients. Prior to joining Sledge & Company in 2021, she worked in the banking industry for eleven years, specializing in commercial underwriting, commercial lending, and loan compliance. Christina is an Associate Financial Advisor, holding Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law) licenses. She is also licensed in Life, Accident, and Health.
Christina is a graduate of Mississippi State University, where she received a bachelor’s degree in Finance. She is also a graduate of the Mississippi School of Banking and the Louisiana State University School of Banking.
Christina grew up in Columbia, MS, and now lives in Madison with her husband, Daniel, daughter, Donzie, and son, Lee. She enjoys traveling, spending time with family and friends, and reading in her spare time.
Since 2017, David has worked in a client-facing Financial Services role. Before Sledge & Company, he was a Senior Auditor for KPMG, serving Insurance and Banking clients, followed by a role as a Small Business Consultant developing strategic growth plans for entrepreneurs and their businesses. David holds a Series 7 (General Securities Representative) license and is licensed in Life, Accident, and Health.
David earned a master's degree in Public Accounting from Mississippi State University.
Born and raised in the Jackson-Metro Area, he and his wife, Mary Kate, currently reside in Madison. David serves on the Alumni Council at Jackson Preparatory School and the Madison County Delta Waterfowl Committee. David enjoys hunting, fishing, and playing golf outside the office.
With Sledge & Company since 2021, Morris is integral in providing clients with the support and information necessary to maintain their plans with clarity. He is licensed in Life, Accident, and Health.
Originally from Yazoo City, MS, Morris is a graduate of Mississippi State University, majoring in Communications with a concentration in Public Relations.
Active in his local church and community, he enjoys participating in events to support those causes. Morris enjoys playing tennis, traveling, and cooking great meals for his family and friends outside of work. Just ask him about his baking skills. Mamma Mia!
Since joining Sledge & Company in 2014, Murray Ann has been responsible for client management and for overseeing office procedures. With an eye for detail and follow-through, she is instrumental in completing transactions while providing clients with the utmost care and confidence. Murray Ann is licensed in Life, Accident, and Health.
Murray Ann is a graduate of the University of Alabama, where she received a bachelor's degree in English with a minor in Political Science. She graduated from Mississippi College School of Law, having received her Juris Doctor in 2012.
Murray Ann resides in Canton, MS, with her husband, Les, and her children, Ann, Bryan, and Jack. She is active in her local community, a member of the Canton Flea Market Committee and President of the Canton, MS Chi Omega Alumnae Chapter. She enjoys traveling, spending time with family and friends, cooking, and reading during her downtime.
CA Insurance License #0I91553
Taylor Sledge, the founder of Sledge & Company, is a veteran creator of business solutions for others. He loves building relationships with organizations and individuals—and has a great time doing it! This joie de vivre and passion for his career has brought him a national clientele through creatively solving problems for those whom he serves. A noted business speaker, Taylor has entertained crowds across the U.S., as well as internationally. Taylor is currently finishing his master’s degree at Harvard University and completed his undergraduate degree at the University of Mississippi. Taylor was Named one of America’s “Top Four Under 40” by the National Association of Financial Advisors, as well as one of “Mississippi’s Top Entrepreneurs” by the Mississippi Business Journal. Taylor has been published in Forbes, International Business Times, USA Today, Entrepreneur Magazine, and other publications.
Taylor and his wife, Dr. Catherine Sledge, are both native Mississippians. Catherine and Taylor have three sons. Together, they enjoy hunting, fishing, music, and traveling. The Sledge family also takes a special interest in Dr. Sledge’s giant garden, as well as taking care of the dogs, cats, and chickens that also call their property “home”. Taylor is a Deacon at First Baptist Church of Jackson, Mississippi. He is also active with the Theodore Roosevelt Conservation Partnership, The Fellowship of Christian Athletes (FCA), Reformed University Fellowship (RUF), and Mission First Ministry.
Working in Financial Services since 2011, Taylor joined Sledge & Company in 2014, where he served as Director of Planning before becoming a Partner in 2021. Having developed and marketed multiple businesses—from coffee to the automotive industry—Taylor understands the entrepreneurial mindset and its unique landscape. For Sledge & Company, Taylor drives corporate strategy and helps clients create and manage buy-in and change within their organizations and families that is lasting and meaningful. He is a Financial Advisor, holding Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities Representative), Series 63 (NASAA Uniform Securities Agent State Law), and Series 66 (NASAA Uniform Combined State Law) licenses. He is also licensed in Life, Accident, and Health.
Taylor earned his MBA from the Kellogg School of Management at Northwestern University, where he was elected to the Honor Code Committee, and received a Bachelor of Arts in Development Economics from the University of the South in Sewanee, TN, where he played Varsity Soccer. He also holds certificates in Governing Family Enterprises and Single-Family Offices from Kellogg.
As a proud Jacksonian, Taylor returned to his hometown with his wife Ana, their daughters, Lilly and Dot, and their yellow labs, Stevie Nicks and Marsha. He is a Trustee of St. Andrew's Episcopal School, a Regent of the Corporation for St. Andrew's Episcopal Cathedral, a Director of the Mississippi Symphony Orchestra, and has worked with various family business councils. When he is not outnumbered at home, Taylor plays in a weekly soccer league where he pretends he’s still in college and quickly finds out he's not.
