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 the area he grew up in to be closer to family and friends and follow his passion to serve others, and joined John Nail’s team at Southwestern as a junior advisor. In his free time, Jake enjoys spending time with family and friends, playing golf, watching Tennessee football, and is an avid Crossfit athlete.

Mark graduated from Middle Tennessee State University with a Bachelor of Business Administration degree in Finance. Mark was an Army ROTC Distinguished Military Graduate, and he entered active duty after graduation. His specialty was rotary-winged aviation maintenance and logistics (maintenance officer and test pilot). After serving 8 years in various leadership roles, Mark left the military and put his operations management and leadership skills to work as a civilian. Mark spent 25 years in manufacturing, distribution and warehousing, and supply chain, primarily in the healthcare and consumer products industries. He served on the board of the Southern CA Distribution Management Association.

Mark has a Master’s degree in Public Administration, and he is a certified Lean Six Sigma and Six Sigma Green Belt. Mark is a graduate of the Army’s Command & General Staff Officer Course. He is a retired Army Lieutenant Colonel. Mark holds a FAA certification as a rotary-winged instrument-rated pilot. Mark recently earned a certificate in financial planning at the Center for Executive Education at Belmont University. Mark and his wife, Cathy, live in Nashville.

Along with a Bachelor of Arts degree from Purdue University, Sara Hoppe brings with her to Southwestern Investment Group a background in operations, employee onboarding, marketing, and staff communication.

In her role for the Nail Wealth Team, Sara is responsible for all marketing, events, and client relations for the Nail team, in addition to calendar management and team communication. Sara’s interests in finance, marketing, and warm weather led her from her previous career in Indiana to a career here at Southwestern Investment Group. Her favorite thing about the company is the great people she gets to work with daily—colleagues and clients.

Beyond the office, Sara enjoys walking her 110-pound pup, hiking, volunteering at her local church, and visiting third wave coffee shops.