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 Team 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 Team 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 Solutions' 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.
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
Dean Shahan is a graduate of the University of Tennessee Knoxville, where he studied Finance. He has three years of financial planning experience. As a member of the Dobyns Wealth Team at Southwestern Investment Group, Dean works closely with our wealth advisors, providing financial planning and investment advisory support and assisting them with client meeting preparation and is committed to providing quality advice and services to clients.
Dean is a born and raised Nashville, TN resident. Outside the office, Dean enjoys showing off Nashville to his wife, Dalton, who is from Birmingham, AL. If Dean and Dalton are not grabbing a bite to eat at a local restaurant or attending a sporting event, they are at home spending time with their Labradoodle, Scarlet.
**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.
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.
Garrett joined the Dobyns Wealth Team as a Client Service Associate, aiding the advisors in onboarding new clients, maintaining harmonious relationships with existing clients, and establishing internal and external processes with the mindset of putting the client first.
Garrett graduated from Tennessee Technological University with a Bachelor of Science in Business Administration and from Strayer University with a master’s degree in Business Administration. Prior to join Southwestern Investment Group, he spent his career in the business services industry, with companies such as Cintas and Verizon, where he learned the importance of actively listening and exceeding client expectations.
Life outside of the office for Garrett is often spent with friends and family in the outdoors, playing pickup soccer, basketball, and canoeing.
Kelly is an experienced marketing professional who joined the Dobyns Wealth Team as a Marketing Coordinator, providing strategic support in all creative areas and is responsible for leading the execution and evolution of the DWT brand. Prior to joining Southwestern Investment Group, Kelly spent her career in the financial services and sports industry, focusing on marketing, sales, and brand awareness.
Kelly attended Western Michigan University and graduated from the Honor’s College with a Bachelor of Business Administration degree, majoring in business management and public relations. She relocated to Nashville in 2020 from the suburbs of Detroit, Michigan.
Life outside of the office for Kelly is spent with her boyfriend Ned and dog Louis. They spend their weekends exploring Nashville eateries, working out, traveling, frequenting dog parks, and completing DIY projects around the house.
Carlie attended Northwood University in Midland, Michigan and graduated with a Bachelor of Business Administration with a focus in marketing.
In her role at Southwestern Investment Group on the Dobyns Wealth Team, Carlie schedules and coordinates meetings and appointments for our advisors and outside partners to maximize productivity. She works closely and effectively with the team and advisors to keep them well informed of upcoming commitments and responsibilities, plus any appropriate follow-up to keep things on schedule.
Beyond the office, Carlie enjoys quality time with friends and family, traveling, trying new places in Nashville, and spending time with her cat, Fiona.
Rachel joined the team in July 2022. She brings with her 17 years combined experience in Accounting, Personnel Management, Project Management, Leadership and Executive Assistance. She holds a Bachelor of Science degree in Business Administration, emphasis in accounting, from the University of South Florida.
Rachel’s faith in God is the foundation of her life. While not in the office, she loves to spend time with her husband, Eric, and lab, Zuko, and her two daughters, Gwynevere and Ellery, both college students. She enjoys paddleboarding, yoga, reading, hiking, swimming, the beach, boating, the farmer’s market, cooking, and spending time with friends and family. She’s very passionate about being healthy in all aspects of life: spiritual, physical, and mental.
She was drawn to SWIG, because of the professionalism and quality of the employees and the business as a whole. She could tell right away SWIG values their clients and their employees and serves them both in exceptional ways. She also loves that SWIG is all about giving back to the community and not only about accumulating wealth for its clients, but also creating a legacy of generosity and giving.
