Your Partner In Building and Maintaining Wealth

Specializing in retirement planning, estate planning, and income tax planning, Tyler’s background as a CERTIFIED FINANCIAL PLANNER™ professional helps him advise his clients on an array of any financial issues. He believes financial planning is using your money to match your values so that you can live the life you envision.

Tyler is a sought after speaker traveling to present throughout the country. He works as an adjunct faculty member with the University of Dallas where he teaches the CFP® live review course for Ken Zahn, Inc. throughout the country.

Tyler donates his time and resources to several community based non-profit organizations. One charity especially meaningful to him is Mommies in Need, which is dedicated to helping stay at home mothers and their families as they endure a health crisis.

Born and raised in Kauai, Hawaii, Tyler grew up loving the outdoors. As a teenager, he then moved to North Carolina, where he finished high school and then attended the University of North Carolina at Chapel Hill, majoring in Business Administration with a focus on Finance. Outside of Raymond James, Tyler enjoys gardening, hiking and wakeboarding. Most importantly, he loves spending time with his wife Annie and their two small children Cooper and Morgan.

Raymond James is not affiliated with and does not endorse the opinions or services of the University of Dallas, Ken Zahn, Inc., or Mommies in Need.

Everything Colton does revolves around the values he learned growing up in a small East Texas town of 608 people. From being raised in this community, he learned to have great respect for good people who work hard and serve their community well. Service, hard work, and passion for learning have led Colton to where he is today.

He loves that Southwestern Investment Group serves clients in helping them realize their long term goals through investment, retirement, education, income tax, insurance and estate planning. By taking a comprehensive approach, we can help put our clients in the best possible position to achieve their financial goals.

Colton’s passion for learning began at a young age but began to materialize in the world of finance at Austin College. As his passion for this industry grew he decided to attain CERTIFIED FINANCIAL PLANNER™ through the University of Dallas. It is most important to be able to quickly adapt to the ever-changing, complex environment of personal financial planning. By continuing to be a student of the industry, Colton believes we can continue to serve clients at the highest level, no matter what season of life they are in or what challenges we may face together.

Colton married his wife, Erica, in June of 2018. They both enjoy outdoor sports and spending time with their puppy, Moose. Both being college athletes, Colton and his wife were always pushed to work hard to be better for their teams and themselves. That is something that stays with them today. Colton and his wife both work hard to give back and serve people within their community.

Colton admires that Southwestern Investment Group understands and appreciates the confidence and trust that clients place in us. He will always do what is in the clients’ best interests.

Family is the reason for everything I do and through them I am able to overcome obstacles with a positive and loving attitude. Raising my two sons has given me hope for the future. I look at my children and hope that they feel all of the love and support that I strive to give them every day. I want to set an example for them to follow as they grow to be caring advocates in their community and to be a voice to be heard, rather than be an echo in the crowd.

Leading by example is something I learned from my parents. They both have an amazing work ethic and compassion for others, which I saw everyday growing up in Austin. My Father is the inventor, always pushing the boundaries of the known to find the item that will make life better for everyone in the future. And my mother has an energetic spirit that is contagious. They have always told me “You can do this” even when things seemed impossible or life’s challenges felt overwhelming. They have given me this amazing lesson to pass along to my own children and in use in my career.

I graduated from the University of Texas at Dallas with a Bachelor’s in Economics and Finance. It was in college that I discovered my interest in the financial planning industry while interning at Merrill Lynch. At that young age I was very interested in the stock market and thought the business was all about investments. What I did not know is that I would find my true passion was working with clients and enjoying being a part of their lives.

I have now been in the financial industry for 18 years and I have seen a lot of challenges and changes in the markets and in life. By using my parents “You can do this” philosophy to tackle any situation I have stood by clients through their own successes and struggles as if they were my own family. I am truly blessed to do what I love every day and be a part of our client’s life journey.

Growing up with a mother in the accounting world I was raised with a love of numbers. This love has transitioned into a passion for the stock market.

It isn’t just “being in the stock market” it is research into a company’s performance, trade placement and then it circles back to the company’s value. The stock market is an intricate machine with numerous moving parts. Learning how each spoke propels the other is fascinating to me.

I have worked in the financial industry since graduating from Midwestern State University with a BA in Business Administration & Sociology. I hold the Series 7, 63, 65, and Life/Health Insurance Licenses.

While not at the office I enjoy reading outside, going on adventures with friends and spending time with family.

My passion is to contribute, support, and make a difference in both my career and personal life. Having the opportunity to create and maintain great relationships is one of the many reasons I enjoy working in a client- centric industry. After being self-employed for almost three years working with accounting clients, I have gained a wealth of knowledge and responsibility that pushes me to strive for the best client satisfaction possible.

Through my work with CPAs, I found a love for the finance industry and working with numbers. My career then took me into the world of Retirement Plan Administration where I helped our clients plan for their future which led me to where I am today.

I grew up in California, just outside of San Francisco, and recently relocated to Frisco, TX to be closer to my family. Outside of the office, I enjoy snowboarding, playing with my puppy Bentley and spending time with loved ones. Spontaneous adventures with my friends and family will always be my favorite pastime.