A plan for today, tomorrow and generations to come

• AK
• AL
• AR
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• CO
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• WV

Matt has 25 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 listed below.

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

Involvement:

American Heart Association, Chair of 2026 Knoxville Heart Walk

Junior Achievement, 2nd Grade Mentor

Great Smoky Mountain Institute at Tremont, Board Member

Episcopal Church of Ascension, Endowment Committee

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025, 2026The 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.
• UBS Wealth Management Director’s Council, 2024, 2026UBS 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.
• UBS Wealth Management President’s Council, 2025UBS 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.

• AL
• CO
• TN

Mary Adkins is responsible for overseeing the day-to-day operations and administration within our team. This includes diligently following up on client and advisor requests, ensuring that deadlines are met, and that all associated documentation is complete.

She has been passionately involved in the financial services industry since 1981, and for more than 19 years, she has had the privilege of working alongside Matt. Holding Series 7 and 63 licenses, she is committed to making sure our clients' daily financial lives run seamlessly, allowing them to pursue their goals with ease.

On a personal note, Mary has been happily married to her husband Gary for over 46 years. She has two wonderful daughters and two adorable grandsons. In her free time, she cherishes moments spent with her family, vacationing on the beautiful beaches along the Gulf of Mexico, gardening, and cooking.

She looks forward to working with all of you and supporting our clients in achieving their financial goals.

• AL
• CO
• GA
• TN

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

Mikayla is incredibly passionate about financial education, and she strives to help clients gain a better understanding of their financial situations. Mikayla is committed to supporting clients and Matt in every way possible.

Outside of work, Mikayla enjoys spending quality time with her son, exploring new travel destinations, attending sporting events, and unwinding with some reality TV.

• TN

Jonathan Collins (JP) contributes to the day‑to‑day operations of the practice, with a focus on accuracy, consistency, and efficient client service. He works closely with the team to help ensure client requests are handled promptly and thoroughly.

Jonathan currently holds both SIE and Series 7 licenses. His ongoing commitment to professional growth truly demonstrates Jonathan’s drive to excel and continuously enhance their knowledge and skill set.

JP and his wife, Sydney, enjoy playing golf, traveling, and spending time with their two doodles, Indy and Poppy. They are proud Tennessee Volunteers fans.