Lasting relationships. For all that matters

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Many of Steve’s client families have been working with him for 3 decades across 4 generations. He accompanies them through life helping to accomplish their greatest priorities and deepest aspirations. His favorite aspects of being an advisor are guiding clients through challenging times and providing peace of mind through sound financial decisions.  
He considers this profession to be a craftwork with a deep purpose. “Clients have entrusted us with the financial results of their life’s work, with their goals and the achievement of their family’s highest priorities. And we are privileged to honor those commitments.”  
Steve joined UBS in 2001 after starting his career at Morgan Stanley in 1994. He, alongside team member George Menham, established and built the Cleveland Branch of Morgan Stanley. The focus of his practice is to assist families and business owners; tailoring their financial resources to achieve specific objectives. 
 
Prior to the financial services industry, Steve was involved in several startup healthcare/technology companies. He is active in his community, serving on the Board of Directors of WTCI-PBS as well as his local church in various ministries. He graduated from the University of Tennessee at Chattanooga. He enjoys traveling with his family, reading, and going on fishing trips with his dad. He is married to Sharlee and they have 3 adult children and a new grandson, Peter.  

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

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Shane believes that financial success comes from aligning personal goals with financial ones.  He works closely with clients to translate their goals into easily understood financial solutions.  As an advisor, Shane provides ample time to answer all questions clients may have and is immediately available when situations arise.  He enjoys being part of a closely knit team comprised of individuals with a well-balanced collection of specialties that enable clients to feel all their needs are met. 
Shane began his career as a financial advisor with Wells Fargo Advisors in 2007.  While there he obtained the Chartered Retirement Planning Counselor designation.  In 2011, he moved his practice to the CORE Wealth Management team at UBS.  Shane was selected as a 2018 Forbes Top Next-Generation Wealth Advisor and is a Certified Financial Planner™. 
A graduate in Christian Ministries from Lee University, Shane’s life centers around his family and faith.   He resides in Ooltewah, Tennessee with his wife Ansley, their two children, a golden-doodle named Max and a rescue cat.  His wife is a harpist, his daughter, Reagan, loves gymnastics and learning ventriloquism, and his son, Grant, loves basketball and Spiderman.  

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George builds lifelong bonds with clients by establishing trust while guiding them through their financial journey.  He works closely with them to formulate realistic goals and expectations that result in prosperity and peace of mind.  George strives for his clients to see their financial life in a clear, understandable and integrated way, across all stages of their financial lifecycle. 
George’s experience as a financial advisor started in 1994 with Morgan Stanley in their Chattanooga office.  George along with one of his current team members, Steve Gatlin, opened and supervised a branch office for Morgan Stanley in Cleveland, Tennessee.  In 2005, he moved his practice to UBS Financial Services where he became part of the CORE Wealth Management team which serves individuals, foundations, and corporations.   
George resides in Chattanooga, with his wife, Maury, and their four children – Hagan, Charlie, Maggie and Will.  As an outdoor enthusiast, he enjoys hunting and fishing. 

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Avery joined the Core Wealth Management team in 2018.  In her current role she works in planning and operations where she builds financial plans and works closely with clients.  She believes that a personalized financial plan can help individuals live a more fulfilling life.  
Avery’s brings a diverse background involving entrepreneurship, fundraising, financial planning and financial operations.  These experiences include having owned a successful event floral business and holding Certified Financial Planner™.   She holds an MBA from University of Tasmania, a Masters in Commerce from University of New South Wales, and a Bachelors in Fine Art from Whitman College.   
A Chattanooga native, Avery lived in Australia for close to 10 years.  Currently, she and husband, Mike, live on a farm in Flintstone, Georgia that has been in her family for four generations.  When away from UBS, you can find her sculling on the Tennessee River or canoeing remote swift water rivers .   

Emily joined the Core Wealth Management team as a Client Service Associate in March of 2022.  She has a special talent for grasping minute details and maintaining client confidence while assisting individuals and families with a diverse range of private financial matters.   
Prior to joining UBS, she worked as a paralegal honing her skills in drafting documents and managing client relationships.  Emily graduated from the University of Tennessee at Chattanooga with a Bachelor’s Degree in Criminal Justice in 2020.  This background helps her protect clients from fraud in an era of prevalent financial scams. 
Emily grew up in the UBS Chattanooga Branch and remembers helping her mom study for the Series 7 and 66 exams.  Away from work, you can find Emily on the bleachers of a ballfield cheering for her nieces and nephews or reading with her beloved chocolate lab Willow.