David began his career in the financial services industry with Merrill Lynch as a Financial Advisor in 1998 before joining UBS in 2004 as Vice-President Investments. In 2008 he received his CFP® designation. A native of Johnson City, David graduated from East Tennessee State University with a B.A. in Accounting. David is active in the community serving on the Board of Directors for the Southern Appalachian Ronald McDonald House Charities and as a Sixth Grade Shephard at Grace Fellowship Church. David and his wife Leslie reside in Johnson City with their daughter Allison.

Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VI, VT, WA, WY

Brandon is a Senior Vice President-Wealth Management, at UBS Financial Services in Johnson City, TN.   Brandon is the lead Partner responsible for the teams fixed income strategies, 10b5-1 trading plans, annuity selection and placement.  Brandon is a graduate of the University of Tennessee with a B.S. in Business.  He and his wife Loesje love calling East Tennessee home, and are especially proud of their three children, Zachary, Hannah, and Avery.  Brandon is active in the community and currently serves on the finance committee at First Christian Church, board member with Mountain States Foundation and the local Young Life committee.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, VI, VT, WA, WY

Mitch has more than 16 years of professional experience including 8 years as an active duty Army Officer (Captain) and 5 years in the Financial Services Industry. Following his military career, Mitch earned his MBA from ETSU in '03 and his CFP® designation in '09. Mitch is active in the community serving as past President of the Board of Directors for the Southern Appalachian Ronald McDonald House. He is also actively involved with the Johnson City Rotary Club and Heritage Baptist Church. Mitch has been married to Dawn for 13 years and they have two great kids; Ashley and Ethan.

Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VI, VT, WA, WY

Tia is a Client Service Associate responsible for the daily operations of WLP Financial Group, including client service and account support.  Tia is a native of Kingsport and graduated from Tennessee Tech University with a degree in Finance.  She began her career in the financial services industry at the UBS office in Cookeville, TN. Tia and her husband Jonathan live in Kingsport.

Registered States:
GA, TN

Millie is a Client Service Associate responsible for the daily operations of WLP Financial Group, including client service and account support.  Millie is a Florida native having 27 years of banking experience.  Prior to moving to Tennessee with her husband Ray a few years ago, she worked as a Policy & Procedure writer for a Fort Lauderdale based bank.