Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.
Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found Southwestern Investment Group in 2002. As its President, Jeff has led Southwestern Investment Group to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.
Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Group and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.
As independent advisory businesses, neither Southwestern Investment Group nor Dobyns Wealth Group hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).
In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.
Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.
Jeff and his wife, Amy, are raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.
* Membership is based on prior fiscal year production. Re-qualification is required annually.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Southwestern Investment Advisory Services, Inc. and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. Southwestern Investment Advisory Services, Inc. does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Southwestern Investment Advisory Services. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Southwestern Investment Advisory Services, except in connection with providing your contact information to your advisor.
Ramsey Solution's relationship and agreement is between Southwestern Investment Advisory Services, Inc. only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and Southwestern Investment Advisory Services, Inc.
Raymond James is not affiliated with any of the organizations mentioned above.
Jeff Dobyns and Drew McMillin partner together in building strong relationships with our clients. Drew’s attention to detail and high analytical skills complement Jeff’s foresight and intuition.
Drew is an honors graduate of the University of Tennessee Knoxville, where he earned a bachelor’s degree in finance with a concentration in accounting. Determined to become a trusted professional with expertise in all areas of financial planning, Drew obtained his CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner** designation in his early 20s, a respected industry designation when it comes to comprehensive financial advice.
Drew has also been awarded the Accredited Estate Planner designation through the National Association of Estate Planners & Councils, which is a graduate level, multi-disciplinary specialization in estate planning. It is awarded to professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Drew's academic focus for this particular designation was concentrated in charitable giving strategies and advanced estate planning tactics.
Outside of the office, Drew enjoys spending time with his wife, Mary Ellen, and their three children – Noah, Addison, and Daniel. They are members of Southpointe Community Church in Nolensville and serve on the Williamson County Young Life Committee.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
Josh McCoy is a graduate of Western Kentucky University, where he earned a Bachelor’s degree in Finance with a concentration in Financial Planning. In addition, he obtain his personal financial planning certificate from WKU's CFP® Board registered program. During college, Josh was an active member of the WKU Financial Planning Association (FPA) student chapter, which prepares college students on their journey to becoming financial advisors by allowing members to gain insights to the industry, connect with local planners, and also provides volunteering opportunities.
Josh works alongside Jeff and Drew as a Wealth Advisor, supporting their clients with all aspects of their financial planning needs. Josh has a desire to help others and is excited for the opportunity to learn more about clients’ lives and goals, while helping them achieve their objectives.
Josh was led to Southwestern because he wanted to become part of an innovative team that offers comprehensive objective financial planning and always puts the client first.
Josh is a member of Ethos Church in Nashville and is a volunteer for the Nashville Rescue Mission. In his free time, you’ll find him outside hiking, hunting, fishing, kayaking, or playing with his dog, Wrigley.
Mandy works hard behind the scenes of your accounts. Her high efficiency makes her skilled at knowing every moving part of each client’s plan to make sure nothing is missed in meeting preparation and follow up. She focuses on improving efficiency in daily operations to ensure all client matters are handled in a timely and meaningful manner.
Mandy Brooke is an honors graduate of Maryville College, where she earned a bachelor’s degree in Business and Organizational Management with a minor in Accounting. Mandy began working in the insurance and investment industry as a college intern.
After moving to Nashville, Mandy joined Southwestern Investment Group in 2012 with nearly 8 years of industry experience. She is a CERTIFIED FINANCIAL PLANNER™ practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. She holds Series 6, 7, 63, life, accident, health and annuity insurance licenses.
Mandy is originally from Kingston, TN, but now lives in Nashville with her husband Sean, and son Carson.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals
Shelby is your first point of contact. She knows our schedules backwards and forwards, and if she can’t answer your questions she will make sure a team member calls you back in a timely manner. Shelby moved to Nashville in September of 2014 from Seattle, Washington. She enjoys spending time with her friends and family, traveling and being outdoors.
Nicole Holguin brings with her over 15 years of experience in the banking industry. In her current role, Nicole is primarily responsible for client onboarding, account maintenance, assisting clients with money movement and transfers, and other administrative tasks. Her primary focus is providing exceptional, timely, and efficient service to clients and her team. When she’s not in the office, Nicole loves spending time with her family and friends.
Through Raymond James, Cash Tunstall CFP®, creates an original planning experience for each client, specifically crafted from their personal story and priorities, with an emphasis on retirement, income planning, and long-term tax efficiency.
Although an appropriate name considering his vocation, Cash was actually named after an inspirational friend of his parents. He grew up in Kentucky in his family’s equine business and studied at Asbury University where he met his wife, Lauren.
In the early years of his career, Cash was individually and personally mentored by two of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating the planning strategies and processes for many of their most complex clients and plans. Today, in a more comprehensive role as a CERTIFIED FINANCIAL PLANNER™ practitioner, Cash draws from that experience and is known for his forward-thinking initiatives and resourceful solutions in support of his clients’ goals.
Cash lives in Franklin with his wife Lauren and two young children. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by the Ramsey Solutions team. Having helped coordinate Financial Peace University classes over the years, this is a cornerstone of his planning process and philosophy.
This is usually the part of the bio where one may express favorite pastimes and hobbies. However, between this business, his deeply romantic relationship with Lauren, and being a constant instigator of the kids - there is not a lot of free time. If there is any to speak of, Cash can be found tinkering and DIYing on his house and in the garage, usually creating more problems than the ones he is fixing.
Cash holds Series 7 and 66, property, casualty, life, health, and annuity licenses. He also maintains the CFP® designation and is a member of the Financial Services Institute.
Right before high school graduation, Chase’s family was hit with the unexpected loss of his dad. That day shook what they thought would lie ahead, and they had to develop a plan to make sure they were okay. God took care of them, but there were plenty of challenges.
During the following months, a challenge his family faced was searching for financial guidance, because they had never worked with a financial advisor before. Eventually, they connected with one, but it took time, energy, and several interviews before finding one they trusted.
After earning his business degree from the University of Tennessee, Chase joined Dave Ramsey’s team, coaching and advising financial advisors. There, he developed a foundation of financial principles and philosophies that he still believes in today. After several years with Ramsey Solutions, Chase had a desire to become a financial advisor.
Now, Chase is honored to be in a position that allows him to be the trusted advisor his family was looking for—and for others. He has the personal experience to understand the emotions that can come from unexpected circumstances. This experience allows him to walk with you and guide you through the financial planning process with a unique perspective.
As a CERTIFIED FINANCIAL PLANNER ™ practitioner, Chase has the education and experience to develop and implement a comprehensive financial plan to help you meet your goals. His goal is to partner with you and develop a lasting relationship built on trust, while executing a plan to help you create a legacy.
