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 has a bachelor’s degree in business administration from Ohio University and has held executive positions with financial planning firms for nearly 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 Raymond James’ top independent contractor office, and a member of its Chairman’s Council*, 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 ensures their families will be secure. 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 exceptional 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 three million client accounts through 7,800 financial advisors worldwide.
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. Jeff is also on the advisory board of the National Christian Foundation of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. He is a board member with Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and volunteers with 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.
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Jeff and Drew 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, where he earned a bachelor’s degree in finance with a concentration in accounting. During college, he spent much of his time volunteering for Young Life, a ministry to high school students. He is a graduate of the Knoxville Fellows, a 10-month work/study program for recent college graduates to live, work, pray, study and serve together in the Knoxville community.
After graduating college, he spent a year working full time for Young Life, until he entered the financial services industry by taking a position as a research associate and client relationship manager with Asset Planning Corporation, an independent financial planning firm in Knoxville. In 2010 Drew joined the Dobyns Wealth Team at Southwestern Investment Group. Drew is a CERTIFIED FINANCIAL PLANNER™ practitioner.**
Drew is originally from Kingston, Tennessee. Today, he his wife, Mary Ellen, his son, Noah, and daughter, Addison, live in Nolensville, attend Southpointe Community Church, 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.
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.
Julie graduated from Middle Tennessee State University with a Bachelor's degree in Finance in 2008. She has since completed her Series 7 license and is in progress to complete her Series 66. Currently, Julie helps with meeting preparation and assists with the client financial planning process. Her goal is to one day become a Paraplanner.
Southwestern Investment Group’s passion for building lasting, authentic client relationships is what led her to join the team. Julie loves working with a group of people who care so much about sharing their knowledge and expertise. She enjoys that the group helps drive the success of not just their clients but employees as well.
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 creates an original planning experience for each client, specifically crafted from their personal story and priorities, with an emphasis on retirement, income planning, and charitable strategies.
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. Now, 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 their daughter. 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.
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.
