Susan L. Huffman, CFA
Susan is a founder and principal of Reliant Investment Management, LLC, as well as its predecessor firms, Weibel Huffman Keegan, Inc. and Weibel and Logan Investment Management, and serves as the firm’s Chief Investment Officer. Before starting her own firm in 1986, she served as an officer in the Trust Investment Division of Union Planters National Bank. Susan is a Phi Beta Kappa graduate of Rhodes College, where she earned the BA degree, cum laude, in Business Administration and Economics. She is a Chartered Financial Analyst and past President of the Memphis Society of Financial Analysts, and served on the Investment Advisory Council for the Tennessee Consolidated Retirement System for 17 years.
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John R. Huffman
John is a founder and principal of Reliant Investment Management, LLC where his ongoing responsibilities include equity and fixed income portfolio strategy, portfolio management, and client relations. John is a graduate of Christian Brothers University, and after serving in the Marine Corps, he earned his MBA in Finance from the University of Memphis. John served two terms as Mayor of the City of Piperton, Tennessee.
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Lon M. Magness
Lon is a Principal of Reliant Investment Management, LLC, where his responsibilities include portfolio management, investment strategy, regulatory compliance, and client relations. Lon is a graduate of Tulane University, and subsequently earned a Degree in Bank Management from the Graduate School of Banking at Louisiana State University. Prior to joining Reliant, Lon was President of a bank-affiliated registered investment advisor and Division Head of the Portfolio & Funds Management Division of a $20 billion regional banking and financial services company.
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Dennese has been with Reliant since it was founded in 2001, and serves as the firm’s Operations Manager. She works closely with clients while overseeing operational areas for the firm, including client service, custodial relationships, trade settlement, and portfolio accounting.
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Hugh B. Walmsley, CGFO, CPA(ret.)
Hugh serves as Portfolio Strategist and Client Relationship Manager. Hugh is a CPA (inactive) and the former Director of Finance for Caddo Parish, Louisiana until his retirement, where he was responsible for all aspects of finance for the Parish government, including management of Parish funds and investments. His thirty years of government finance experience was preceded by five years in public accounting. He earned a BS in Business (Accounting) from the Louisiana Polytechnic Institute, and is a Charter Member and Past President of the Louisiana Government Finance Officers Association.
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A. Harris Jordan
Harris joined Reliant Investment Management, LLC in 2018 as a Portfolio Manager. He graduated from the University of Tennessee with a BS in Finance and Marketing. Prior to joining Reliant, Harris worked as a fixed income underwriter and trader at Duncan-Williams, Inc. where he specialized in municipal security markets. During his career, he has been a featured speaker at numerous banking and investment seminars where he has provided in-depth knowledge and strategy of trading and investing in municipal debt.
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Reid W. Wesson, CFA, CFP ®
Reid joined Reliant in 2010 as an analyst and now serves as a Portfolio Manager. His responsibilities include portfolio management, portfolio accounting, investment research and analysis, compliance, performance measurement, and client service. Reid graduated from the University of Mississippi with a BA in Accountancy and a minor in Mathematics in May 2010. Reid holds the Chartered Financial Analyst professional designation from the CFA Institute and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
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Emily Dafferner, CFP ®
Emily joined Reliant in 2014 after several years as a licensed insurance professional. Emily graduated from Rhodes College with a BA in Political Science and Religious Studies. She plays a key role in supporting the firm’s portfolio managers and working closely with clients and independent custodians. Emily is a CERTIFIED FINANCIAL PLANNER™ practitioner.
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Walker S. Jones
Walker joined Reliant in 2018 as a Financial Analyst. After graduating summa cum laude in 2016 with from the University of Alabama, Mr. Jones went on to earn his MBA in Finance at the Manderson Graduate School of Business at the University of Alabama. Walker’s responsibilities include investment research and analysis, compliance, account reporting, and operations support. Prior to joining Reliant, Mr. Jones was a linebacker on the University of Alabama football team.
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Laine S. Gray
Laine joined Reliant in 2007 as a member of the firm’s operations team, and her responsibilities include trade order management, portfolio accounting, and client service. She is a graduate of the Freed Hardeman University and holds a bachelor’s degree in English.
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