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 email@example.com.
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 member of the McMinnville - Warren County Industrial Development Board, holds a Bachelor of Science degree from Pepperdine University in Business Administration, is active with Pepperdine Waves Alumni Association, and serves as a student mentor for the university. 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, 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.
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 thirteen 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. Jimena attends mass and volunteers at St. Marks Catholic Church.
Before joining McCay Wealth Advisory, Jimena served in sales at a jewelry store 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. You can find Jimena at both McMinnville and Mancheser offices where she aids in scheduling, appointment prep, building wealth plans, and other administrative tasks.
Christina was born in Lynchburg, Virginia and moved to Alaska at fifteen years old. Christina married the love of her life, David Womack in 2015. She enjoys working out, cheering on the Atlanta Braves and is an active member of the McMinnville Junior Auxillary and her local church.
Serving and helping others is what drew Christina to McCay Wealth Advisory. As a Client Assistance Specialist, you will be greeted by Christina or speak with her when calling. She will readily assist you as you begin your journey in reaching your financial goals.
Amy has called McMinnville, TN home her entire life. She graduated from Warren County High School. She has three amazing daughters, Keeli, Zoey, and Presley. Bentley their Goldendoodle, claims a top spot in their family as well. Outside of the office, Amy enjoys spending time with her daughters, shopping and cooking.
With and extensive background in the healthcare industry, Amy brings countless assets to McCay Wealth Advisory. Her experience in human resources, scheduling and case management is very beneficial to our practice. Amy will be happy to assist you with appointments, opening your new financial accounts and building wealth plans.
Brandi Jarvis was born and raised in McMinnville, TN. She graduated from Warren County High School and attended Madisonville, KY Community College. She and her husband T.J. were married in 2008 and have a daughter, Kinslee and a son, Kannon. The Jarvis family has a beautiful German Shepard, Major. In the fall, the Jarvis’ love watching the UT Volunteers, spending time outdoors, and cheering daughter Kinslee on in basketball.
Prior to joining McCay Wealth Advisory Brandi worked in the healthcare industry. Now serving in the Client Assistance Specialist role, Brandi enjoys interacting with clients individually. She brings a strong skill set of facilitating relationships, guiding, and assisting our clients as they plan their financial futures.
Darla is a native of McMinnville, TN. She and her husband Mark, have two sons, Sloan, and Sawyer. The Seymours enjoy traveling, playing golf, UT football, Braves baseball, friends, and extended family. Their two dogs Boskey and Bentley are a big part of their life. Darla is an avid decorator and enjoys celebrating holidays and birthdays in a grand manor. She is enthusiastic about our community and volunteering. Darla is a past board member for Habitat for Humanity, McMinnville Chamber of Commerce, Life member of Junior Auxiliary, current member of Power of 100, and H.O.M.E.- Homeless of McMinnville Effort.
A career in marketing brought Darla to McCay Wealth Advisory. You will find her sharing the many services offered by our practice with potential clients, event planning and at the monthly Investment Insight meetings. Contact Darla to see how McCay Wealth Advisory can assist you with your financial planning.
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.
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.