Let's move forward. Together.

Generational Family on Beach

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Chris Cameron

    Chris Cameron

    Senior Vice President–Wealth Management

    Financial Advisor

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    A native of Knoxville, TN, Chris has over 25 years of experience in the financial services industry. Chris earned his degree in Political Science from The University of Tennessee. As Senior Vice President and Senior Financial Advisor, he is focused on complex family wealth needs, specifically those of closely-held private companies. Chris holds the Series 7 and 66 FINRA registrations. Chris and his wife have two children and are active members of their community, through their children’s school, their church and various community organizations. Chris also devotes time to several non-profit organizations that he has become involved with over the last 25 years. In addition to spending time with family, Chris enjoys, adventure travel, fly fishing, archery hunting and history.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        800 South Gay Street
        Suite 2600
        Knoxville, TN 37929
        chris.cameron@ubs.com
        Chris Cameron
        800 South Gay Street,Knoxville,TN,37929
      • Andy Oakes

        Andy Oakes

        First Vice President–Wealth Management

        Financial Advisor

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        Andy has over 15 years of experience in finance, and he directs the team's wealth management strategies. He is focused on crafting detailed solutions based upon the client's risk tolerance, time horizon, cost considerations, liquidity needs and overall investment goals. A native East Tennessean, Andy graduated from Furman University in 1998, with a Bachelor of Arts degree in Political Science. He has served the community through organizations including the Episcopal Church of the Ascension, Family Promise, United Way, and Big Brothers Big Sisters, in addition to being a United State Peace Corps Volunteer in Ukraine from 2006 to 2007. Andy earned the CFP® designation and holds his Series 7 and 66 FINRA registrations.

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            800 South Gay Street
            Suite 2600
            Knoxville, TN 37929
            andy.oakes@ubs.com
            Andy Oakes
            800 South Gay Street,Knoxville,TN,37929
          • Ridge Carter

            Joshua "Ridge" Carter

            Account Vice President

            Financial Advisor

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            • GA
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            • WY

            Ridge was born and raised in East Tennessee, and has held his Series 7 and 66 licenses since 2017. He joined the team after completing graduate school at the Haslam School of Business in 2016, where he earned his MBA. Prior to that, Ridge worked at UT Knoxville as a lab technician, making use of his undergraduate degree from Maryville College in Biochemistry. Maryville College holds a special place in his heart as that is where he met his best friend and future wife, Susan. He currently lives in Maryville, TN with his wife and 3 children. Other than chasing his kids, he enjoys playing golf and ultimate frisbee.

            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                800 South Gay Street
                Suite 2600
                Knoxville, TN 37929
                ridge.carter@ubs.com
                Joshua "Ridge" Carter
                800 South Gay Street,Knoxville,TN,37929
              • Kasi Darby

                Kasi Darby

                Vice President–Wealth Management

                Financial Advisor

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                Kasi is a native of Bradford, TN, and a graduate of Union University where she received her Bachelor of Science in Business Administration, with degrees in both Management Marketing and Communications. While at Union, she was a member of their nationally recognized women’s basketball team and was inducted into the Gibson County Sports Hall of Fame.

                Kasi has more than 22 years of experience in the financial services industry. As a Vice President and Financial Advisor, she helps her clients define their goals, identify preliminary strategies for consideration, and also assists in the ongoing review process. Kasi focuses on portfolio management, wealth transfer, estate and insurance strategies, as well as sophisticated lending and investment strategies.

                In her spare time, Kasi can be found spending time with her family at the gym, the baseball field or outdoors. She and her husband enjoy boating on the Kentucky lake and shooting on the family farm where they raise quail, coordinate hunts and work with their German Shorthaired Pointers and English Setters. Kasi is active in her community, and she is especially passionate about volunteering to help young people discover the value and benefits of sports. She is a member of Bethel Baptist Church in Greenfield, TN where she currently resides. She is married to Tandy Darby and they have three daughters: Tess, Edie and Sloan.

                      800 South Gay Street
                      Suite 2600
                      Knoxville, TN 37929
                      kasi.darby@ubs.com
                      Kasi Darby
                      800 South Gay Street,Knoxville,TN,37929
                    • John Wehner

                      John Wehner, CRPC

                      Vice President–Wealth Management

                      Financial Advisor

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                      A native of Gettysburg, PA, John completed a career as a Financial Management Officer in the U.S. Marine Corps and has over 25 years of experience in the financial services industry. John earned his degree in Business Administration from Middle Tennessee State University. As Vice President and Financial Advisor, his focuses on family wealth needs and portfolio management and selection. John holds the Series 6, 7, 9, 10, and 63 FINRA registrations and also holds the designation of Chartered Retirement Planning Counselor from the College for Financial Planning. John and his wife Suzanne have two grown children and are active members of their community, their church, and various community organizations. In addition to spending time with family, John enjoys cruises, flying, and hiking.

                            800 South Gay Street
                            Suite 2600
                            Knoxville, TN 37929
                            john.wehner@ubs.com
                            John Wehner, CRPC
                            800 South Gay Street,Knoxville,TN,37929
                          • Brandi Hill

                            Brandi Hill

                            Client Associate

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                              Brandi Hill is a native of West Tennessee and a graduate of Jackson Christian School. After graduating she earned her B.S. degree from the University of Memphis is 2011. Shortly after, she began her career in the financial industry where she quickly became a team leader in client services. In 2018, Brandi was awarded the “ Client Associate of the Year” award. Most recently, she obtained a Masters of Clinical Mental Health Counseling from Freed Hardeman University in 2019. Brandi is married to her husband of 11 years and they reside in her hometown of Jackson, Tennessee. In her spare time, she enjoys traveling and spending time with friends and family at the beach or on the slopes. They have one son, Shepard who is a lover of all sports, and Brandi is his biggest fan!

                                    800 South Gay Street
                                    Suite 2600
                                    Knoxville, TN 37929
                                    brandi.hill@ubs.com
                                    Brandi Hill
                                    800 South Gay Street,Knoxville,TN,37929
                                  • Theresa Valero

                                    Theresa Valero

                                    Client Associate

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                                      Theresa was born and raised in Phoenix, AZ and earned her Bachelor's degree from Arizona State University. She began working in wealth management in January 2019 after spending 13 years in administrative support roles. Theresa serves the team by providing operational and account maintenance support, focusing on financial review preparation and reporting, client digital engagement, and event planning. She is passionate about delivering a superior client experience, and enjoys building relationships with the clients the team serves. Theresa and her husband have been married for 15 years and have two teenage children. They spend most of their non-working hours cheering on their kids in soccer, football, and track. Theresa also enjoys traveling to the beach, baking, yoga, and reading.

                                            800 South Gay Street
                                            Suite 2600
                                            Knoxville, TN 37929
                                            theresa.valero@ubs.com
                                            Theresa Valero
                                            800 South Gay Street,Knoxville,TN,37929
                                          • sharon Clark

                                            Sharon Clark

                                            Client Associate

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                                              Sharon is a multi-skilled results-oriented banking professional with 20+ years of banking management experience in customer service, sales orientation, leadership, management and coaching skills, commercial awareness and business acumen. Sharon grew up in Bristol Va. but has lived in several states over the past 25 years and has resided in Knoxville since 2014. Sharon has been married for 30 years and has 3 children. Sharon enjoys spending time with family and friends, beach trips, and walking with her dog.

                                                    800 South Gay Street
                                                    Suite 2600
                                                    Knoxville, TN 37929
                                                    sharon.clark@ubs.com
                                                    Sharon Clark
                                                    800 South Gay Street,Knoxville,TN,37929
                                                  • Carla Urbina

                                                    Carla Urbina Garboza

                                                    Client Associate

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                                                      Carla was born and raised in Venezuela. She earned her bachelor’s degree in human resources and worked in that area 9 years. In 2018, she began working for Morgan Stanley in Miami, FL where she became a trusted point of contact for clients, managed daily account maintenance, responded to client requests and provided operational support to her team. She joined the team in August 2022 after moving to Knoxville, TN.

                                                      Carla enjoys spending time with her husband and two daughters, exploring the city, walking and being outdoors.

                                                            800 South Gay Street
                                                            Suite 2600
                                                            Knoxville, TN 37929
                                                            carla.urbina@ubs.com
                                                            Carla Urbina Garboza
                                                            800 South Gay Street,Knoxville,TN,37929

                                                          Defining your priorities. Pursuing what matters.

                                                          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                                          Athletes and entertainers, let’s talk legacy

                                                          Who can you trust to help you make the right decisions for you, your career and your legacy? We’ll meet you wherever you are on your financial journey, at whatever level of understanding. We start with questions and a conversation and then provide education and a financial plan to help you maintain your lifestyle, prepare for the future, and leave a legacy that matters.

                                                           

                                                          Advice. Beyond investing.

                                                          Business transition and succession planning

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                                                          Workplace Wealth Solutions

                                                          Creating a truly rewarding workplace

                                                          Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

                                                          A leader in wealth management

                                                          Backed by the strength of our parent company, UBS AG

                                                          $5.8+ trn

                                                          UBS Group invested assets
                                                          As of 03/31/2024

                                                          51 countries

                                                          Our global footprint

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                                                          UBS is a leading and truly global wealth manager

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