Your life. Your wealth. Your future.

Pursue what matters most

DP BL MT

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

WLP Financial Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David-Paduch

    David Paduch, CFP

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VI
    • VT
    • WA

    David began his career in the financial services industry with Merrill Lynch as a Financial Advisor in 1998 before joining UBS in 2004. In 2008, he received his CFP® designation. David is a Wealth Advisor and Senior Portfolio Manager, providing highly personalized wealth management services to his clients. He is the team’s lead partner responsible for portfolio construction, in addition to multi-generational estate planning, insurance, liability management and philanthropy. 

    When not at work, David enjoys spending time with his wife Leslie and daughter Allison, a student at Samford University.

      • East Tennessee State University, B.A. Accounting
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Exit Planning Advisor
      • Wealth Advisor
      • Senior Portfolio Manager
      214 East Mountcastle Drive
      Suite 1700
      Johnson City, TN 37601
    • Brandon-Linton

      Brandon Linton

      Senior Vice President–Wealth Management

      Corporate Stock Benefit Analyst

      • image
      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • KY
      • MA
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VI
      • VT
      • WA
      • WY


      Brandon began working for UBS Financial Services in 1998. Brandon is the lead partner responsible for the team’s fixed income strategies, 10b5-1 trading plans, annuity selection and placement.

      He is passionate about helping clients achieve their life’s goals, and about providing them with confidence when it comes to their financial situation. He builds his work on a foundation of strong personal relationships, taking time to understand each client’s vision of what their future looks like. He knows the value of always seeing clients as individuals, and of earning and keeping their confidence.

      Brandon and his wife, Loesje, have 3 grown children and three grandsons.

        • University of Tennessee, B.S. Business
        • Corporate Stock Benefit Analyst
        214 E. Mountcastle Dr.
        Suite 1A
        Johnson City, TN 37601
      • Mitchell-Tuell

        Mitchell Tuell, CFP

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

        • image
        • image
        • image
        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NJ
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • VI
        • VT
        • WA

        Mitch is a Vice President of Wealth Management at UBS Financial Services. He is the lead Partner in charge of Corporate Retirement Plans, Financial Planning and Business Development for the team. Mitch served as an active duty Army Officer and attack helicopter pilot for almost eight years and following his military service earned an MBA from East Tennessee State University. He is active in several charities, including the mentorship of returning Iraq/Afghanistan veterans in an effort to assist with their reintegration into civilian life following military service.

        Mitch and his wife Dawn live in Johnson City with their two children, Ashley and Ethan. They all love the outdoors and will spend much of their free time hiking and camping throughout the region.

          • ETSU, MBA
          • ETSU, B.S. Political Science
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Plans Specialist℠
          • Certified Exit Planning Advisor
          • Portfolio Manager
          214 East Mountcastle Drive
          Suite 1700
          Johnson City, TN 37601
        • Tia-Peace

          Tia Peace

          Wealth Strategy Associate

          Accredited Wealth Management Advisor℠

          • image
          • image
          • image
          • CO
          • FL
          • GA
          • IN
          • NC
          • PA
          • SC
          • TN
          • TX
          • VA


          Tia has been with WLP Financial Group since 2012 and is responsible for the day-to-day operations of client accounts and she is dedicated to providing clients with the highest level of service. Tia provides personal attention to every client and is passionate about helping others. She has earned her FINRA Series 7 and 66 licenses, as well as state insurance licenses. Tia has worked in the financial services industry for over 10 years. She graduated from Tennessee Tech University with a Bachelors Degree in Finance. She lives in Kingsport with her husband, Jonathan and their daughter.

            • Tennessee Tech University, Finance
            • Accredited Wealth Management Advisor℠
            214 East Mountcastle Drive
            Suite 1700
            Johnson City, TN 37601
          • DJ

            DJ Swatzell

            Client Associate

            CERTIFIED FINANCIAL PLANNER™

            • image
            • image
            • image

              DJ joined WLP Financial Group in late spring of 2023. DJ has been in the financial services industry for the last 18 years, and prior to joining WLP Financial Group, served clients in many different roles. His primary focus is assisting clients in reaching their financial goals and aspirations through sound advice.

              DJ earned his degree in Finance with a concentration in Corporate Finance and Investments from East Tennessee State University in 2005. He also completed his Financial Planning Certificate through the Terry College of Business at the University of Georgia in 2011.

              DJ lives in Johnson City with his wife and four children. Most of the time, you will find him on a ball field coaching youth sports or spending time with his family, but DJ also enjoys playing golf in his spare time. DJ serves on the finance committee of the Southern Appalachian Ronald McDonald House and sits on the national advisory board for the Ronald McDonald House Charities Investment Program.

                • East Tennessee State University, Finance
                • CERTIFIED FINANCIAL PLANNER™
                214 East Mountcastle Drive
                Suite 1700
                Johnson City, TN 37601

              Focus on liquidity management

              CIO House View monthly livestream

              Tree

              UBS and Credit Suisse—stronger than ever

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Insights