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.

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

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Drew McMillin, CFP®, EA

Wealth Advisor

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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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Contact Our Team

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Our Location

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

Latest Resources

  • JEFF DOBYNS NAMED TO BARRON’S 2019 LIST OF TOP ADVISORS IN TENNESSEE

    November 7, 2019

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President at Southwestern Investment Group and financial advisor

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  • SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 18, 2020

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob

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  • Client Focus Drives Southwestern Investment Group’s Success

    February 15, 2020

    What value drives Southwestern Investment Group’s success? The same value that Southwestern

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