Time to do great things

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As part of our group’s comprehensive financial advisory services, Daniel focuses on helping clients prepare for the transition of selling a business and provides advice on investments, retirement, and estate planning. Daniel is also a Certified Exit Planning Advisor (CEPA®) with the Exit Planning Institute.

Daniel is passionate about guiding individuals, families, and entrepreneurs toward achieving and maintaining financial independence. Daniel is actively involved in many organizations within his local community and is most proud of his role on the Board of Directors at The Great Smoky Mountains Institute at Tremont.

Daniel and his wife Sissy have six children, Henry, Archie, Walt, Bert, Dutch, and Duke. Daniel enjoys playing tennis, woodworking projects, coaching youth sports, and is a blackbelt in Isshin-ryu Karate. 

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Tennessee, Finance

• Certified Exit Planning Advisor

• FL
• TN

In the role of Wealth Strategy Associate, Nick will be utilizing all of the tools and resources at UBS to create personalized solutions to solve current client needs as well as needs that may arise in the future. Nick is a member of The Green Group’s investment committee and is responsible for the identification and implementation of portfolio changes for the team. Relying on his background in customer and financial services, Nick is able to strengthen client relationships and deliver tailored financial advice to our clients. Nick currently holds the Series 7, 63, and 65 licenses along with insurance licenses for life and health.

Nick is a Knoxville native and a graduate of Transylvania University. During his time at Transylvania, Nick was a member of the Men’s Soccer Team and his passion for the game continues to this day. Outside of the office, Nick can be found playing soccer, hiking, fishing, or cheering on the Tennessee Volunteers.

• Transylvania University

• TN

As part of our team, Jonah is focused on helping ensure that we at The Green Group provide an excellent client experience. He is committed to lending a helping hand to our clients when needed and giving them back their most precious resource, time. Prior to joining our team, Jonah gained entrepreneurial experience through the creation and operation of a landscaping business as well as becoming a licensed Realtor, using those endeavors to provide for himself through high school and college. These experiences provide a unique sense of relatability for our business owner and young entrepreneurial clients, allowing him to provide an enhanced and credible level of service. Jonah has obtained his Series 7 and 66 licenses to be able to better serve our clients and allow us to focus on growth.

Jonah is a lifelong Knoxville local who you are sure to see in Neyland Stadium cheering on his Volunteers. Jonah graduated from The University of Tennessee with a degree in Finance with a concentration in Entrepreneurship. Outside of the office, you can usually find him on the golf course playing a round with his friends or out on the lake fishing.

• University of Tennessee, Finance