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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.

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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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Julie Mantor

Client Associate

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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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Contact Us

Our Location

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

Latest Resources

  • What Is Your Financial Purpose?

    July 17, 2019

    Michael Purifoy shares four questions you should ask when seeking to achieve your financial purpose.

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  • Counting Down To Retirement: Planning Retirement Finances At Every Stage In Your Career

    July 17, 2019

    It’s never too early or too late to start thinking about retirement funding.

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  • Preserving Your Wealth: The Best U.S. Cities for Retirement

    July 17, 2019

    Choose a city that fits your retirement budget, while also giving you the post-work life of your dreams.

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See More Resources