Meet our Team
Real-life Strategy to Reach Your Goals.
Real-life strategy to reach your goals.
As we built up our team over the years, we developed a rare combinationof expertise and experience, as well as a process for serving clients as thecentral point of access for everything related to their wealth. The resultis a level of interconnection that often creates efficiencies, opportunitiesand a greater sense of clarity within your integrated financial life.
Meet our amazing team
Our team is extremely qualified to help your business grow
Financial freedom starts here. Collaborate with certified financial planners who are committed to serving your best needs and helping you build lasting wealth.
J. Patrick PolingCFP®, CRPC®, CEPA®, CPFA®
Managing Director & Senior Portfolio ManagerJ. Patrick PolingCFP®, CRPC®, CEPA®, CPFA®
Patrick Poling joined the industry in 2006 after working as an efficiency engineer out of graduate school. Over the years, he built a loyal client base by taking a personal interest in their lives and financial well-being. As a founder of Southern Oak Wealth, Patrick is still very hands-on when it comes to portfolio design and asset management. He believes in an open and transparent method of managing his clients’ portfolios. He focuses on tailored, tax-efficient investment strategies that minimize risk to help the clients of Southern Oak Wealth achieve their goals. In addition to his professional experience, Patrick also has an extensive educational background. From the University of Tennessee, he holds a Master of Science in Engineering, with a concentration in Business Operations and Product Development, as well as a Master of Business Administration, with a concentration in Finance. He has also completed the High Net Worth Investing program at The Wharton Business School of the University of Pennsylvania and the Family-Run Business program at the University of California at Berkeley. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Planning CounselorSM (CRPC) designation, the Certified Exit Planning Advisor (CEPA) certification, and the Certified Plan Fiduciary Advisor (CPFA) accreditation. Patrick was named to the Forbes* Best-in-State Wealth Advisors list for 2019, 2021, 2022, and 2023. Patrick was also recognized by AdvisorHub on their Advisors to Watch lists in both 2022 and 2023. He and his family reside in Brentwood
Jonathan M. Trusty
Managing Partner, Senior Wealth AdvisorThe Trustang!
By day, a Wealth Advisor. By night, still fully capable of making decisions that suggest his frontal lobe clocked out somewhere around junior year. He also has a long-standing, deeply confusing affinity for forgetting to flush the toilet after he pees, proving that personal growth is not always linear. Trusty is the rare man who can discuss long-term planning, responsibility, and leadership with total conviction, then immediately undermine all of it with behavior that feels aggressively sophomore-year-adjacent.
Ann Hollis-Young, AAMS®, CDFA®
Managing Director, Senior Wealth AdvisorAnn Hollis-Young, AAMS®, CDFA®
Ann Hollis-Young joined the industry as a Financial Advisor in 2007 and became a partner in the team of Poling, Trusty, Young & Associates, now Southern Oak Wealth, in 2012. Her focus is aligning each client’ss investment strategy with their broader financial goals, and at the core of her approach is the client relationship. She believes the personal component of her role as an advisor is not only the most rewarding, but also the most effective in helping clients reach their objectives. Ann holds a Bachelor’s degree in Economics from Vanderbilt University, the Accredited Asset Management Specialist designation, and is also a Certified Divorce Financial Analyst (CDFA). She and her husband, Donnie, and daughter, Elizabeth, reside in Franklin. They are members of St. George’s Episcopal Church and avid supporters of Vanderbilt athletics.
Wyatt England, SE-AWMA™
Senior Vice President, Senior Wealth AdvisorWyatt England, SE-AWMA™
Ann Hollis-Young joined the industry as a Financial Advisor in 2007 and became a partner in the team of Poling, Trusty, Young & Associates, now Southern Oak Wealth, in 2012. Her focus is aligning each client’ss investment strategy with their broader financial goals, and at the core of her approach is the client relationship. She believes the personal component of her role as an advisor is not only the most rewarding, but also the most effective in helping clients reach their objectives. Ann holds a Bachelor’s degree in Economics from Vanderbilt University, the Accredited Asset Management Specialist designation, and is also a Certified Divorce Financial Analyst (CDFA). She and her husband, Donnie, and daughter, Elizabeth, reside in Franklin. They are members of St. George’s Episcopal Church and avid supporters of Vanderbilt athletics.
Philip Benevides, CEPA® , AWMA®
Senior Vice President, Senior Wealth AdvisorPhilip Benevides, CEPA® , AWMA®
Philip merged his solo Wealth Advisory practice with Poling, Trusty, Young & Associates in 2017. In 2019, he helped establish Southern Oak Wealth Group, assuming the position of Senior Wealth Advisor. Prior to his current role, he garnered experience as a published equity research analyst, financial advisor, and private banker. During his tenure in capital markets, Philip conducted both qualitative and quantitative research, assessed microeconomic and macroeconomic trends, and analyzed industry and company-specific data. As a Senior Wealth Advisor at Southern Oak Wealth, he is dedicated to delivering an elevated level of service and providing tailored wealth planning with a focus on enhancing and preserving client wealth. In addition to his unique professional background, Philip holds a Bachelor’s (BBA) and Master’s degree (MBA) in Business Administration, concentrating in Economics and Finance, from Middle Tennessee State University. He is also a holder of the Accredited Wealth Management Advisor (AWMA®) and Certified Exit Planning Advisor (CEPA®) designations. Philip, originally from Knoxville, has been residing in Middle Tennessee since 2006. He and his wife, Kaitlyn, met in college, where they both participated in NCAA Division I track and field. Together, they have a daughter named Ava. Their shared interests include food, travel, and cycling.
We strive for diversity across the globe
We Strive For Global Diversity
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30k
Converted users
85%
Sales increased
Frequently Asked Questions
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Real-life Strategy to Reach Your Goals.
Real-life strategy to reach your goals.
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Real-life results
