We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Achieving Success By building lasting relationships
We believe it is necessary to have a strong professional and personal relationship with our clients. We achieve this goal by establishing detailed and specific financial plans, as well as by spending quality time with our valued clients outside the office.
Learn More Today About our Unique Financial Planning Process
Take the First Step
We prefer to meet with our clients in person to see if we can become a great team. We are available by phone at 931.728.2130 & 931.474.2130 or by email at firstname.lastname@example.org.
We are an Independent Fiduciary Fee Only Practice that is focused on performance, customer service, and is free from conflicted investment advice.
We only actively manage the wealth of a select group of new families each year in order to maintain our service quality and investment performance. We have found that being a Fee Only Fiduciary removes conflicts that can hinder our clients' success. We feel that a fiduciary relationship is a better way of working with a financial professional and we invite you to come and see the difference.
We strive to build a strong financial plan and deep relationship with our clients that will lead to our clients achieving their financial goals. Investing, simply put, is about time and confidence. Without time and confidence in a plan, an investor will usually not find success.
We start out with an initial meeting to learn your goals and plans. We then build a financial plan, that if accepted, becomes the blueprint for a long-term financial and personal relationship.
We provide a wide range of fee only services including hourly consulting, specific task planning, and active investment advising services. You can have confidence that these services will always be conducted in a fiduciary manner.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
We are a fee only financial service practice that does not accept commission or back end payments in any form or fashion.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Brent has been actively managing investments for his clients since 2007 and for himself since the age of 12 years old; buying his first equity investment at that time. Brent currently holds series 7, 66, 24 licenses, as well as the Tennessee Insurance Licenses and is an Accredited Asset Management Specialist. Brent is an entrepreneur, starting McCay Wealth Advisory in 2011 and Brent’s Professional Lawn Service at the age of 12 (a company that started with one lawn and grew to a business with a revenue run rate of $120,000 at the age of 17).
Brent is an Advisory Board Member for Christian Community Services Inc. in Nashville, Tennessee, Upper Cumberland Local Workforce Development Board, active with Pepperdine Waves Alumni Association, a member of The McMinnville Rotary Club, and holds a Bachelor of Science degree from Pepperdine University in Business Administration. Brent also gained international business experience when working in Tokyo, Japan for Hitachi Ubiquitous Division, and has studied abroad in Heidelberg Germany in 2004. Brent is the great, great, great grandson of William “Rock” Martin (one of the founders of Rock Island), and his family has been active in the Middle Tennessee Area since the 1790’s. Brent, and his wife, Suzy, have seven precious children and Brent enjoys coaching them on the soccer field and basketball court. Their family enjoys traveling and attending church together.
Suzy is a Warren County native who was raised to be very involved in the McMinnville community. Her parents, Lionel and Emily Panter, helped demonstrate the importance of community service and instilled in Suzy the drive to help others. Suzy is a graduate of Warren County High School and past president of the Junior Auxiliary of McMinnville. She and Brent have seven fun and active children together and they enjoy traveling and spending Saturday mornings at the soccer field. Their family are members of Westwood Church of Christ.
Suzy serves as our Chief Operating Officer. She is a licensed member of our team and is most capable in trade and service management. Suzy’s responsibilities include coordinating all operations activities for our branch and practice management. If a problem arises where a solution seems improbable, then Suzy is most likely the person that can fix it. Please feel free to reach out to Suzy for any needs that may arise.
Debby is a native of Dalton, Georgia, but relocated to McMinnville in 2000 when her husband, Rodney, became the General Manager/CEO of McMinnville Electric System. Debby began working that same year at Grundy County High School in her chosen vocation of hearing impaired interpreting. After three years of commuting, she desired to spend time closer to home and the McMinnville/Warren County Chamber of Commerce offered her that opportunity. As the vice-president of Membership Development, she saw first-hand the best of McMinnville. Debby remains an active member of the Leadership McMinnville Steering Committee, where she helps customize the schedule for each new class. Debby serves on several other Chamber of Commerce committees including Education, and the Red Carpet Committee for New Businesses. She is a UT Master Gardener, a member of the McMinnville Garden Club, and is a board member for Main Street McMinnville. Debby and Rodney enjoy traveling and spending time with their 3 children and 4 grandchildren.
Debby joined McCay Wealth Advisory in 2016, and has since served in various roles. Debby specializes in building client relationships and can be found at our monthly Investment Insight at our McMinnville office.
Hannah was born and raised in Warren County, where she developed a deep rooted love for her community. Hannah holds an Associate's Degree in Elementary Education from Motlow State Community College. She is a member of the Junior Auxiliary of McMinnville and is a supporter of Relay for Life, Ronald McDonald House Charities, and St. Jude Children’s Research Hospital. Hannah has over a decade of experience in the service industry, especially trained in the customer experience. Hannah and her husband, Zac, have two children and they are members of Westwood Church of Christ. Hannah loves taking an active role in her church, volunteering in her community, attending live music events, performing with Warren Arts, the beach, and spending time with her family and friends.
Hannah is the Operations Lead for McCay Wealth Advisory and serves at our McMinnville office. She is well versed in numerous operational activities, including online access, performance reporting, 529 college savings, billing, transfers, and new accounts. Hannah has a heart for service and education and is currently pursuing her Series 65 Licensure. She sees every day as an opportunity to learn, teach, and assist. Please feel free to reach out to Hannah for any operational need you may have.
Kimberly was born and raised in McMinnville, Tennessee, where she became fluent in both English and Spanish. She graduated from Warren County High School and then earned her Associate's Degree in Accounting from Motlow State Community College. Before joining our team at McCay Wealth Advisory, Kimberly began her career in the financial industry with a local bank. In 2017, she started working as a teller, and later, worked her way up to the Loan Review Assistant. In Kimberly's spare time, she enjoys spending time with her friends and family, shopping, and traveling to Mexico to visit family. Her favorite place to visit in Mexico is the beautiful state of Chihuahua.
Kimberly serves as a Client Assistance Specialist in our Manchester office, where she specializes in operations. Kimberly works closely with detailed paperwork, deposits, appointment prep, and handles all accounts payable. You will find Kimberly at the front desk, greeting you with a smile and ready to serve you!
Genesis was born in Miami, Florida, but moved to McMinnville, Tennessee as a child, where she still resides. Before joining our team at McCay Wealth Adivsory, Genesis managed a wireless cellular store. She developed a love for customer service and a skill in teamwork, which she carried with her to serve as a Spanish translator for the Warren County Court System. Genesis serves our clients from the Manchester office, where her focus is appointment scheduling, organizing annual reviews, and aiding in building customized wealth plans for our clients.
In her free time, Genesis enjoys going to the gym, spending time with her friends and family, and taking her Belgium Malinois Shepherd, Ceaser, on long hikes. She prefers hiking in the Coffee County area, enjoying the Tennessee beauty it provides. Genesis and her husband, Leo, are expecting their first child this summer!
Kinsley is a Warren County native and a graduate of Warren County High School. Prior to joining our team, Kinsley worked in her family's business at Ryan Lorance Custom Homes as an Administrative Assistant. During this time, she wore many hats but loved the one on one time with clients and guiding them from the beginning stages to completion on their dream homes. Kinsley gained financial experience from working at a local bank, where she was able to nurture her love for customer service. Kinsley serves as a Client Assistance Specialist for our practice and her main responsibilities include client relations.
In her free time, Kinsley enjoys the outdoors and can be found on the water most weekends. She loves being with her family, friends, and her dog, Chaco.
Jimena was born and raised in McMinnville and graduated from Warren County High School. She comes from a large family and enjoys spending time with her eleven nieces and nephews! Jimena loves being outside and enjoys going for walks, hiking, and gardening. Sharing the vegetables she grows is one way Jimena likes to give back to her family and friends.
Before joining McCay Wealth Advisory, Jimena served at a jewelry store as a salesperson, and as a medical receptionist at a local clinic. These past experiences taught Jimena the importance of quality customer service and helped her develop a love for serving others. Jimena is our newest addition to our McCay Wealth team and serves in our Manchester office, where she aids in scheduling, appointment prep, building wealth plans, and other administrative tasks.
Investor Acumen through investment knowledge.
During the height of the financial crisis in January of 2009 we saw a need to provide investors and our community with a forum and educational opportunity called Coffee Club.
Since February of 2009 it has been in session ever Second Tuesday without fail. During October of 2018 we decided to re-brand it as Investment Insight. At 10am at our Manchester office (Victorian House across from the Rec. Center) and at 6pm at our McMinnville office (Halfway between downtown and the CO-OP on S Chancery Street) we offer our Investment Insight.
What is Investment Insight? We believe the best way to explain it, is to invite you to like our Facebook page & watch some of our past Investment Insight meetings. www.facebook.com/mccaywealth
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.