
Your Partner In Building and Maintaining Wealth
Financial freedom means that you have control over your wealth and not the other way around. Taking control of your finances brings relaxation, ease, and a sense of accomplishment. It opens up new doors and gives you more choices.
VIDEO RESOURCES
Discover our recent video resources as a helpful guide for your wealth management concerns and questions.
Investing and the Election
Putting Your Financial Interests First
Update from Tyler
Jan 2021 Taxes after Election
RECOGNIZED AMONG THE TOP FINANCIAL PLANNING PROFESSIONALS IN DALLAS


ABOUT US
At its best, financial planning helps you begin with the end in mind, in order to connect your finances to your life. After you know where you’re headed, you can put your money to work to achieve the plans you’ve set for yourself, your family, and even your community. This sense of freedom is our goal for our clients working with the Nace Wealth Team. We see ourselves as coaches, detectives, inventors, and architects, helping you to formulate the blueprint for your financial life and bring that vision to fruition. Located in Frisco and Dallas, Texas, our team of financial professionals includes four financial advisors—among those being three Certified Financial Planners® (CFPs), one Chartered Financial Consultant ChFC®, and one Registered Financial Consultant (RFC). We place our focus on a limited number of families to enhance our client relationship experience.
Meet the Team
Learn more about each of the dedicated members of the Nace Wealth Team.
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 and wakeboarding. Most importantly, he loves spending time with his wife Susan and their three small 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.
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.
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.
HERE’S HOW WE’RE FOCUSED ON WHAT MATTERS
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 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 3
WE INTRODUCE YOU TO OUR TOOLS
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.
STEP 4
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.
OUR WEALTH PLANNING SERVICES
Specializing in tax-efficient withdrawals for lifetime retirement income, tax planning for high income corporate executives and business owners, and charitable giving strategies, our team is fully equipped to help you accomplish your goals. Learn about our specialty wealth planning services below.
FINANCIAL PLANNING
Through a variety of comprehensive services, we can take a deep dive into your financial situation and craft a specific financial plan to help you reach your wealth planning goals.
RETIREMENT PLANNING
If you’re looking to ease into retirement with confidence, our team can guide you in your retirement planning journey, so that you can save enough money to live the lifestyle you desire.
INSURANCE PLANNING
Through our team’s sound comprehensive insurance planning advice, you can feel assured that your coverage makes the most sense for your specific needs.
TAX STRATEGY
We carefully incorporate tax strategy into financial planning, answering all your tax-related financial questions and offering guidance on everything from tax returns to ongoing tax reporting and more.
CHARITABLE PLANNING
If charitable giving is close to your heart, we can guide you in making a strategic impact through carefully planned charitable planning practices, as well as corresponding tax benefits.
INVESTMENT PLANNING
When it comes to investment planning, we can assist you in asset allocations to portfolio management and more, so that you can maximize your return with tax-efficient practices.
ESTATE PLANNING
Everyone wants to leave a legacy. That’s why it’s important to have an estate plan in place. From asset protection, trust implementation, and more, we can help ease the burdens that come along with estate planning.
COLLEGE PLANNING
Preparing financially to send your children to college is an important step that can save you money and stress when planning in advance. Our college planning guidance can position your family on the right track for future financial freedom.
Latest Resources
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What to Know About the 2021 Texas Tax Deadline Extension
March 5, 2021
For Texans affected by severe winter storms, you may be eligible for
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How Old Should a Child be Before Having a Life Insurance Policy?
March 3, 2021
Life insurance can be an uncomfortable topic of conversation, especially when it
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Is a Career in Financial Advising for You?
February 24, 2021
Have you ever wondered if a career in financial advising is right
Contact Our Team
OUR LOCATION
2601 Network Blvd, Ste 101
Frisco, TX 75034
214-872-3902
*2020, Best Wealth Manager Teams in Dallas: D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 15, 2020). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 43 that applied, 33 firms and teams were selected. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client’s experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of advisor’s future performance. Raymond James is not affiliated with D Magazine.
*Raymond James Leader’s Council, 2020, Nace Wealth Team:Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Suite 101
Frisco, TX 75034
United States