Luke Aull is originally from Aiken, South Carolina and a graduate from The University of Tennessee. He graduated with honors pursuing a Bachelor’s of Science in accounting with a French minor which he obtained while studying at The Sorbonne University in Paris, France. Before joining Southwestern Investment Group, Inc. in 2005, Luke was a manager with The Southwestern Company, for 4 years.
As a Senior Executive Vice President of Southwestern Investment Group, and CERTIFIED FINANCIAL PLANNER™ practitioner, Luke provides investment and financial planning. His specialty is providing sound, conservative, confidential and comprehensive investment advice to clients – to help them effectively and efficiently save for retirement, employ tax planning strategies, and transfer their wealth.
Luke holds the Series 7 and Series 66 registrations, as well as life, health, annuity, and long-term care insurance licenses in Tennessee and other various states. Luke completed his CFP® certification in 2010, he is a registered representative with Raymond James Financial Services, Inc. and through Raymond James, completed his Investment Management Consulting designation. In addition, Luke attained Raymond James Executive Council each year from 2010 through 2013*, and Leadership Council every year from 2014 through 2021*. Luke’s focus is helping his clients manage wealth through comprehensive financial planning with a specialty in fee-based** professional money management, tax reduction strategies, and exceptional customer service.
Most importantly, when Luke isn’t helping pre-retirees and retirees with their finances, he enjoys spending time with his wife, Michelle, and their 7 children, Dori, Naomi, Isaac, Micah, Asher, Levi and Silas.
*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
**Qualification is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
Jennifer Herendon is a Financial Advisor at Southwestern Investment Group. Her specialty is providing sound, conservative, confidential, and comprehensive investment advice to clients in order to help them effectively and efficiently save for retirement, minimize tax liability, and transfer their wealth.
One extremely important aspect of our team is that we are INDEPENDENT advisors. By being completely independent, our allegiance is with the client and not with any particular product as we are not obligated to sell proprietary funds or products. Rather, we have access to thousands of mutual funds, stocks, bonds, brokered certificates of deposits, money market accounts, Section 529 College Savings Plans, fifty private money management firms, and thousands of quality insurance products on the market.
Jennifer Herendon holds her Series 7 and Series 66 registrations, as well as TN Life/Health Insurance licenses. Jennifer works with clients through portfolio analysis as well as by developing a thorough understanding of their objectives in order to put together a framework to help them meet their financial goals. Jennifer also handles all of the trade submissions and money movement requests for the Aull Wealth Team, an independent company.
Jennifer is a Mt. Juliet, Tennessee native and holds a bachelor’s degree in accounting from Middle Tennessee State University. While finishing college, Jennifer worked as intern for the Aull Wealth Team. Some of her responsibilities included client operations, scheduling client meetings, preparing for client meetings, and processing client requests and paperwork. Jennifer and her husband, Dean, have a 2-year old daughter, Chloe. They are very excited to be welcoming a baby boy to their family in August of 2022.
Originally from Nashville, Indiana, David and his wife, Erin, planted roots in Nashville, Tennessee, in 2013. He graduated from the University of Taylor with a degree in Biblical Studies. Prior to joining Southwestern Investment Group, David worked for Thrivent Financial. He holds the Series 6 and Series 66 registrations, as well as Tennessee life, health, annuity, and long-term care insurance licenses.
David primarily focuses on updating clients regularly to their financial picture and helping clients reach their goals. One of the main things that brought David to Southwestern Investment Group was the unwavering commitment to putting clients first. Southwestern Investment Group and Raymond James are both independent and therefore not tied to any one group of products or services. Because of this, David is able to ensure that every recommendation he gives is done as a fiduciary.
David loves getting into the details and implementing the tax-efficient financial planning strategies that help clients keep as much of their hard-earned money as possible. His biggest passion is helping clients dream about their legacy and ensuring that each part of a client’s plan makes sense for their individual situation.
When not in the office, David spends time serving at his church, with his family, and traveling – though traveling is much harder with a young family. David and his wife, Erin, have three children; two daughters, Wren and Kate, and a son, Hank.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
April Binkley is a Registered Executive Associate at Southwestern Investment Group. April holds her Series 7 and Series 66 registrations through Raymond James.
If you’ve called our office, chances are you have spoken to April. April works diligently behind the scenes with the Aull Wealth Team. She focuses on improving efficiency in daily operations to ensure all client matters are handled in a timely and meaningful manner. April specializes in client relations, case preparation, customer service, and plays an integral role in creating a partnership between our clients and Southwestern Investment Group.
Although a Nashville native, April now resides in Smyrna, TN with her family. She has been with Southwestern Investment Group since 2005, bringing customer relation and office management experience, along with a degree in Information Technology and Computer Networking. She joined the Aull Wealth Team directly in 2013.
After being born in Atlanta, Georgia, Stephen’s family moved to Montgomery, Alabama where he spent most of his years growing up. He and his wife met in their senior year of high school after they moved one more time to Knoxville, Tennessee. Prior to joining Southwestern Investment Group, Stephen attended Union University for an undergraduate degree in Business Management as well as a Master’s of Accounting. During his time at Union, Stephen worked in the Office of University Ministries followed by Student Financial Planning. He currently holds the Series 7 and Series 66 licenses.
His favorite part of what he does is getting to hear parts of a client’s story. Each of the clients that we work with are unique and the uniqueness of the clients is what keeps the job exciting. No client is ever exactly these same, so no day is ever exactly the same. He also loves the opportunity to learn under other advisors. Being new to the industry, he sees it as a huge blessing to sit under people that do their job excellently and follow them to see how the job should be done.
At this time, Stephen primarily focuses on preparing reports and account information for client meetings with advisors on the team. He assists them during meetings and completes behind-the-scenes tasks that need to take place in order to help clients have their needs met.
After work hours, Stephen enjoys spending time with his wife, Ashleigh, and one-year-old daughter, Mia. If it’s a nice afternoon, he might take Ashleigh on a motorcycle ride or go on a family hike. No matter what they are doing, though, they always love meeting other people and hearing about them and their stories.
Haili Thaxton joined our team in 2019 and has over 15 years of customer service and office management experience. She works behind the scenes preparing and processing client paperwork, maintaining up to date client records, as well as helping coordinate and manage all aspects of client operations.
Haili Thaxton and her husband, Jason, are Nashville natives and have 3 children; Taylor, Alyssa, and Brayden. In her free time, you can find Haili spending time with her family doing anything outdoors, reading, and watching football.
Jacob Greene is originally from Knoxville, TN, and a graduate from The University of Tennessee. He graduated with bachelor’s degrees in both Philosophy and Psychology. Before joining Southwestern Investment Group in 2019, Jacob was a recruiter, trainer, and manager with the education publishing company, Southwestern Advantage. Jacob has earned his Series 7 and Series 66 licenses, as well as Tennessee’s Life & Health insurance licenses.
As a financial planner with Southwestern Investment Group, Jacob provides full-service financial and investment planning. His specialty is creating holistic financial plans that incorporate all areas of a healthy financial life, including investment, retirement, tax, education, income, and estate planning. His desire and goal as a financial planner is to help people feel more secure and confident with their financial decisions, while also helping them build wealth in the most effective and efficient manner.
When not in the office, Jacob spends his time with his wife, Claire. They enjoy following both Tennessee and Baylor football, playing fantasy football against one another, and leading bible studies with their long-time friends in Nashville. They have a cat, Quito, named after the capitol of Ecuador where Claire lived when they first met.
