Your Partner In Building and Maintaining Wealth

Specializing in retirement planning, estate planning, and income tax planning, Tyler Nace's background as a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT 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 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, wakeboarding, and most importantly, he loves spending time with his children.

Raymond James is not affiliated with 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.

Jessica D. Fletcher is a CERTIFIED FINANCIAL PLANNER™ practitioner and joined the Nace Wealth Team in September 2017, alongside her colleague Anitra Brennan. Jessica is in charge of all team operations and loves the close-knit and collaborator structure of the Nace Wealth Team. Prior to launching her career in the financial planning industry in 2012, Jessica attended Midwestern State University, where she received a degrees in Sociology and Business. Outside of work, you can typically find her enjoying a cup of coffee after a morning spin class or spending quality time outdoors on a hike.

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.