fbpx

Building trust is the most important part of our job

Located in Franklin, Tennessee, Dobyns Wealth Team digs into the details of your tax, estate, insurance, retirement, and investment planning to help ensure that you are adequately protected, prepared, and successful with your finances—both now and into the future.

About Us

The driving force of our team is to always do what is right for our clients, treating them as if they are our very own family. We don’t sell—we advise.

There’s no “one-size-fits-all” when it comes to financial planning, as every individual and family we work with is truly unique and requires an intimate approach. We understand your unique situation, wants, needs, and desires. Our goal is to translate complex areas of wealth management into an easy-to-understand format, so clients can live out confident financial lives.

Schedule a Meeting

Meet the Team

Learn more about each of the dedicated members of the Dobyns Wealth Team.

Jeffrey T. Dobyns, CFP®, CLU, ChFC

President, Southwestern Investment Group | Financial Advisor, RJFS

Read Bio

Drew McMillin, CFP®, EA

Wealth Advisor

Read Bio

Josh McCoy, CFP®

Wealth Advisor

Read Bio

Mandy Brooke, CFP®, CLU, ChFC

Director of Client Operations

Read Bio

Shelby Printz

Director of Client Services

Read Bio

Nicole Holguin

Client Services Associate

Read Bio

Cash Tunstall CFP®

Vice President, Southwestern Investment Group | Financial Advisor, RJFS

Read Bio

Chase Keen, CFP®

Financial Advisor, RJFS

Read Bio

Contact Us

Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-6114

Latest Resources

  • 6 Things to Consider When Selling Your Home

    November 26, 2019

    Your home is many things: your comfort zone, where you crash after

    Read More

  • How Much Should You Save Before Retirement?

    November 26, 2019

    No matter where you are in your career, and no matter how

    Read More

  • How to Deal with Health Insurance When Retiring Early

    November 26, 2019

    Early retirement is a delicate balance between excitement and challenge. You’re ready

    Read More

See More Resources