An experienced and committed team

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. 

As a Registered Client Service Associate, Nick will be the first point of contact for many of our clients. This includes communicating with clients about their accounts and financial plans as well as our group’s financial services. Nick is committed to ensuring that all client needs are met and questions are answered and he leverages his past experience in customer and financial services to strengthen client relationships and help our clients achieve their financial goals. Nick has passed the SIE (Securities Industry Essentials®) Exam and holds Series 7 and 63 licenses. He also holds his insurance license 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.

As part of our client service team, Jonah is focused on helping insure that her at The Green Group we provide an excellent client experience. Jonah is committed to delivering a helping hand when needed and giving our clients back their most precious resource, time.

Jonah is in the process of obtaining 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 resident who you are sure to see in Neyland Stadium cheering on his Volunteers. Jonah recently graduated from The University of Tennessee with a degree in Finance. 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.