A legacy for generations

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• 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 Financial Advisor and Senior Portfolio Manager, providing highly personalized wealth management services to his clients. He is the team’s lead advisor responsible for portfolio construction, in addition to multi-generational estate planning strategies, 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.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• East Tennessee State University, B.A. Accounting

• CERTIFIED FINANCIAL PLANNER
• Certified Exit Planning Advisor
• Wealth Advisor
• Senior Portfolio Manager

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• CO
• DC
• DE
• FL
• GA
• IL
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• MA
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• MS
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• NC
• NH
• NJ
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• OH
• OK
• OR
• PA
• SC
• TN
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• VA
• VI
• VT
• WA

Brandon began working for UBS Financial Services in 1998. Brandon is the lead advisor 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.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Tennessee, B.S. Business

• Corporate Stock Benefit Analyst

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• CO
• DC
• DE
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• IL
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• KY
• MI
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• MO
• MS
• MT
• NC
• NJ
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• VA
• VI
• VT
• WA

Mitch is a Financial Advisor and Vice President of Wealth Management at UBS Financial Services. He is the lead advisor 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.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• ETSU, MBA
• ETSU, B.S. Political Science

• CERTIFIED FINANCIAL PLANNER
• Chartered Retirement Plans Specialist
• Certified Exit Planning Advisor
• Portfolio Manager

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

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.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• East Tennessee State University, Finance

• CERTIFIED FINANCIAL PLANNER

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• GA
• IN
• NC
• OH
• 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

Allie joined the WLP financial group in the summer of 2024 and is responsible for maintaining and creating lasting relationships with clients. Allie is a recent graduate from Samford University and is very excited to be a part of the WLP team! She graduated with a degree in Communication Studies and is eager to use her knowledge to better serve clients. Allie and her husband, Cole, reside in Birmingham, AL. 

• Samford University, Communication Studies: 2020 - 2024