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.

RECOGNIZED AMONG THE NATION’S TOP WEALTH ADVISORS

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Tennessean Top Workplaces
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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.

Meet Our Award-Winning 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

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Drew McMillin, CFP®, AEP®

Senior Vice President, Southwestern Investment Group | Financial Professional, RJFS

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Josh McCoy, CFP®

Wealth Advisor

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Mandy Brooke, CFP®, CLU, ChFC

Director of Client Operations

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Shelby Printz

Director of Client Services

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Nicole Holguin

Client Services Associate

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Cash Tunstall CFP®

Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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Chase Keen, CFP®

Financial Advisor, RJFS

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FROM OUR TEAM

"My work philosophy and personal ambitions are both guided by Christian principles of honesty, generosity, compassion and integrity."

"My true calling 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."

"Building strong relationships with our clients and guiding them on their journey toward family stewardship is my top priority. We want to help you take care of your family—it’s the heartbeat of our work."

"One of my favorite things about our team is the collective mission for delivering exceptional service. Everyone takes on the heart of a teacher, providing clients with financial guidance that’s easy to understand."

"It’s truly an honor to serve on an innovative team that offers comprehensive objective financial planning, while always putting the client first. It’s what led me to Southwestern Investment Group and what inspires me to do great work."

What to Expect at an appointment

Step 1

We Get To Know You

We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.

Step 2

We Are Transparent

We want to make sure you completely understand our role as a financial advisor and how we can help you create a strong financial future.

Step 3

We Work to Understand Your Goals

Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.

Step 4

We Introduce You To Our Tools

We help you understand our process and the tools we will use to formulate a savings and investment plan tailored to your specific goals.

Step 5

We Create a Lasting Relationship

Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.

HELPFUL VIDEOS

How to Navigate Bear Markets

Extravagant Generosity - a visit with David Green

Southwestern Investment Group - Who We Are

WHAT WE SPECIALIZE IN

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RETIREMENT INCOME PLANNING

We will help you financially plan for retirement and suggest alternative streams of income where applicable.

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Tax-Integrated Planning

Our expertise with the tax code helps us incorporate your taxes into financial planning.

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CHARITABLE GIVING

Your donation could make all the difference for charities close to your heart. We help you make the largest possible impact through proper donation vehicles and tax benefits.

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Inheritance PLANNING

With a comprehensive inheritance plan, you have complete control over how and when your assets pass on to your loved ones.

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TAX-EFFICIENT INVESTING

Our investment philosophy is to help maximize your return and make your money work harder through tax-efficient practices.

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Leaving a Legacy

With a holistic estate plan, you can leave behind a legacy that can last for years to come.

Contact Our Team

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Our Location

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

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