Education. Service. Confidence.

John graduated from West Point, in the top 10% of his class, with a degree in Economics. He is a veteran who left the Army as a Captain, an avid Ironman tri-athlete, and a golfer. He had a very successful practice in Dallas with AXA Advisors prior to joining Southwestern Investment Group. John is happily married to his wife, Caroline, and they have two sons, Jack and Charlie.

John has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. John holds the following advanced designations: CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Advisor for Philanthropy (planned/charitable giving). He is registered with Raymond James Financial Services, Inc. John’s focus is helping his clients through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

Jake Powell is a long-time resident of the Middle Tennessee area, growing up in Cookeville, TN. Jake attended the University of Tennessee where he graduated Summa Cum Laude with a Bachelor of Business Administration in Economics.

Prior to joining Southwestern Investment Group, Jake began his career at the Raymond James home office in St. Petersburg, Florida, as a member of the OPTIONS Program. The OPTIONS Program is Raymond James’ leadership development program, giving recent graduates the opportunity to gain experience in a range of business areas, working closely with Raymond James senior management during four-month rotational assignments in three distinct business units. While in this program, Jake obtained his Series 7, 66, and 52 licenses. Jake is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

In 2014, Jake decided it was time to return to the area he grew up in to be closer to his family and friends as well as to follow his passion to serve others. Jake joined Southwestern Investment Group as a partner and Wealth Advisor with Nail Wealth Team. Since then, he has earned his CERTIFIED FINANCIAL PLANNER™ certification.

Kerry is a Financial Advisor with Southwestern Investment Group. As a member of the Nail Wealth Team, Kerry is responsible for working with clients to develop and implement comprehensive financial strategies. Kerry serves individuals and businesses by listening effectively to their financial concerns and developing long-term strategies based on their unique needs. He follows a systematic and disciplined approach to advising his clients. Kerry is passionate about building relationships and is committed to providing quality service.

Prior to joining Southwestern Investment Group, Kerry worked in client services at Pinnacle Financial Partners. He holds his Series 7, 66, and Life and Health Insurance licenses.

Kerry is a graduate of Lipscomb University, with a degree in Business Administration with a concentration in Financial Management. He is a Nashville native, where he lives with his wife, Nola, and their golden retriever, Tater. Outside of work, Kerry enjoys spending his weekends hiking, trying new restaurants in the area, and traveling. He is an avid sports fan and supporter of the Tennessee Titans and Nashville Predators.

Jayce is a Branch Associate at Southwestern investment Group and is part of the Nail Wealth Team. He is currently serving as a mentee, handling client meeting preparation, assisting in performing comprehensive analysis on financial models, and helping with client service.

Jayce was born and raised in Franklin, TN, and is a recent graduate of Lipscomb University. Outside of the office, he enjoys working out, playing golf, spending time with friends and family, and watching college football.

Michelle LaBarge is a Client Services Associate at Southwestern Investment Group. As part of the Nail Wealth Team, Michelle works collaboratively with the team and serves as a point of contact for prospects and clients. Her day-to-day responsibilities include proactively reaching out to clients to address their needs, as well as working to ensure the team maintains an exceptional level of service as the practice grows.

Outside of the office, Michelle enjoys being outdoors, listening to country music, and traveling abroad. She is married to her high school sweetheart, and they live with their two daughters and dog.

David is a native of Middle Tennessee and a graduate from Lipscomb University. He has worked in the tax business for many years, both for local firms and for himself with his own business. During this time, David gained valuable experience and a great reputation in the Middle Tennessee area with his clients.

In 2012, David obtained the Enrolled Agent designation, which allows him to assist clients with their tax needs, including representation before the Internal Revenue Service on behalf of the taxpayer. When he isn’t focused on taxes, David is either spending time with his lovely daughter or cruising down the highway in his 1966 Ford Mustang—his first car that he purchased in high school.