As Leading Edge continues to grow, we want to ensure our clients are well taken care of. Therefore we decided to add another member to our team! Please join us in welcoming Matthew McDaniel, our new Paraplanner.
Matthew will be supporting Charlie and Kevin in gathering information, preparing reports and all-around client support. He may reach out to you directly from time to time.
Matthew comes to us with a passion for finance, “Financial planning is everything I love about relationships, paired with everything I love about data and problem-solving. I feel privileged to have the opportunity to bring clarity to people’s priorities and finances.”
He lives locally in Knoxville, Tennessee with his wife, Annie, and their son, Benjamin. Matthew graduated from the University of Tennessee in 2013. When he is not serving clients, you can find him spending time with family, hiking in the Great Smoky Mountains, or enjoying in great fellowship with friends.
We love hearing from you! Please don’t hesitate to call or email if you have questions.