Lasting relationships. For all that matters

• AK
• AL
• AR
• AZ
• CA
• CO
• DE
• FL
• GA
• IL
• IN
• KS
• LA
• MA
• MD
• MI
• MN
• MO
• NC
• NE
• NM
• NV
• OH
• PA
• SC
• TN
• TX
• VA
• WV

Matt has over 20 years of experience helping financial services clients. Matt leads the financial planning process, and also serves as portfolio manager—overseeing the evaluation and implementation of his client's investment models. Matt is a native of Richmond, Virginia and is a proud graduate of the University of North Carolina at Chapel Hill.

Matt is a CERTIFIED FINANCIAL PLANNER™ and is Series 7, 66, and 31 licensed. He also maintains health, life, and variable annuity insurance licenses in multiple states.

Matt takes great joy in helping clients face and overcome challenges in their personal, business and financial lives. He stays involved in the local community and enjoys participating in philanthropic roles such as Junior Achievement and the American Heart Association. Matt has also served in several leadership roles at his church.

Matt and his wife Lane are the proud parents of two children, Emily and Andrew. They enjoy playing tennis, traveling, hiking, trying new restaurants, attending concerts, and watching UNC basketball and football.

• Forbes Best-in-State Wealth Advisors, 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.

• AL
• KY
• TN

Mary is responsible for day-to-day operations and administration. This includes following up on client and advisor requests to ensure that deadlines are met and associated documentation is complete. Mary also oversees the new client onboarding process and client education on investment services and capabilities. Mary has been in the financial services industry since 1981 and has worked with Matt for over 17 years. She holds Series 7 and 63 licenses.

Mary is passionate about ensuring that clients’ day-to-day financial lives run seamlessly so that they can pursue their goals with ease.

Mary and her husband Gary have been married for more than 40 years. They have two daughters, Alli and Lindsay, and two grandsons, Greyson and Asher. In her free time, Mary enjoys spending time with her family, especially her grandchildren, playing games and vacationing on the beach in the Gulf of Mexico where she plans to retire.

• AL
• GA
• TN

Mikayla is responsible in assisting with daily operations and administration. This includes completing requests to ensure that deadlines are met and associated documentation is complete. Mikayla has worked in financial services since 2020. She holds Series 6, 7, 65, and 63 licenses.

Mikayla is passionate about learning more about financial education so she can help clients gain a better understanding and assist in supporting clients and Matt. 

Mikayla enjoys spending time with her family, traveling to new places, going to sporting events, and watching reality tv. She is a native to the East TN area.