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.

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.

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.

Grace Eakin has worked in a variety of industries during her professional career, including film production and nonprofit work. She attended the University of Tennessee, Knoxville, where she received bachelor’s degrees in Psychology and Political Science. She is currently pursuing her Master of Business Administration with a concentration in Finance and Accounting at Lipscomb University.

Grace works to aid the financial advisors of the Nail Wealth Team in onboarding new clients, maintaining harmonious relationships with existing clients, and establishing internal and external processes with the mindset of putting the client first.

Grace discovered, while taking courses in finance and accounting, that she loved the financial industry and wanted to pursue a career in this space. This is what eventually led her to Southwestern Investment Group, where she values the community and the integrity in which all financial advisors have in regards to acting in the best interest of their clients.

Outside of work, Grace loves visiting her family in Knoxville, spending time with her two dogs Molly and Louis, and finding new restaurants in Nashville with friends. She also enjoys working out and reading.