Michael J. Purifoy, CPA, CFP® has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs and executives by taking the time to truly know his clients, understand their goals, and develop and execute their ongoing, strategic, financial plans.
A native of Knoxville, Michael attended one of the nation's top public accounting programs and holds both a master's degree in accounting and a degree in business administration from the University of Tennessee, where he served the student body through leadership positions in student government and contributed much of his time to the Knoxville community through Young Life.*
Since joining Southwestern Investment Group, Michael has been named a member of the firm's Executive Leadership Board, and has been recognized as a member of Raymond James Financial Services "Executive Council" from 2012 to 2018 and "Leaders Council" in 2019.** Michael works directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Michael leads the Purifoy Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.
In order to meet the highest standards of professionalism and ethics in the industry, Michael is a CERTIFIED FINANCIAL PLANNER™ professional*** and a Licensed Certified Public Accountant.**** Michael is also a participant of the Dave Ramsey SmartVestor program.
As independent advisory businesses, neither Southwestern Investment Group nor Purifoy Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than three million client accounts through 7,800 financial advisors worldwide.
Michael and his wife Lindsey have three boys, Jacob, Luke, and Sam. Michael enjoys spending much of his time with his family, playing golf, and cheering on the Vols.
Investment advisory services offered through Southwestern Investment Advisory Services, Inc. an independent registered investment adviser. Southwestern Investment Group and the Purifoy Wealth Team are not registered broker/dealers and are Independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional
SmartVestor is an advertising and referral service for investing professionals ("SmartVestor Pros") operated by The Lampo Group, LLC d/b/a Ramsey Solutions ("Ramsey Solutions"). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. ("RJFSA") and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. RJFSA and its affiliates (collectively, "Raymond James") do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
* Raymond James does not endorse and is not affiliated with Young Life.
**Executive Council 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.
***Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
**** CPA services are not provided by Raymond James.
McKenzie Kleinhenz is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds a bachelor’s degree in Finance from James Madison University. She has several years of experience as a Financial Planning Professional with a Wealth Management Team in Birmingham, AL. Prior to that role, McKenzie served as an account manager with PIMCO Investments and an analyst with Morgan Stanley’s Fixed Income Trading Desk.
McKenzie currently serves as a Financial Planner on the Purifoy Wealth Team and is passionate about helping clients achieve their financial goals. She recently relocated to Nashville, TN with her husband and two daughters, Camille and Maeve. McKenzie loves the collaborative nature she’s found at Southwestern Investment Group and the company’s commitment to putting clients’ needs first.
When she is not in the office, you’ll find McKenzie spending time with her family, being outdoors, and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Nedra T. Crosby began her career in 2018 at Merrill Lynch before joining Southwestern Investment Group in 2021. She holds a master's degree in Financial Planning from the University of Alabama.
Nedra serves as a financial planner on the Purifoy Wealth Team and is passionate about helping clients determine where they are today, how they envision the future, and what strategies can help them attain their goals. She also holds her Series 7 and Series 66 licenses. The opportunities to grow professionally and personally and the community with her colleagues and clients are what Nedra appreciates most about working at Southwestern Investment Group.
Outside the office, Nedra enjoys being with her friends and family—especially anywhere on the water—and traveling. You can find Nedra in her spare time at Pure Barre classes or exploring all that Nashville and the surrounding areas have to offer.
Cathy helps coordinate and manage all aspects of client services. Cathy has many years of experience in various office environments and before joining Michal’s team was most recently the National Tradeshow and Conference Manager for Landis+Gyr, an energy management company and a subsidiary of the Toshiba Corporation, where she worked for 16 years.
In 2015 Cathy and her husband, Bob, relocated to Nashville from Brainerd, MN where they resided for 20+ years. They have three adult sons and are devoted Green Bay Packer fans. Outside of work Cathy is an active member of her church, and enjoys traveling, reading, and biking.
Will Bratton joined Southwestern Investment Group in January of 2016. For three years, he partnered with his mentor, Michael Purifoy, CPA, CFP®, to help provide clients with the comprehensive financial expertise that has helped make Southwestern Investment Group, a division of Southwestern/Great American, Inc., one of the top-producing branches of Raymond James Financial Services, Inc.
Will works diligently with his clients to create comprehensive financial plans focused on sound investing principles, advanced long-term tax planning strategies, proper risk management, and estate planning. Will’s desire is to serve his clients with the heart of a teacher, educating them on strategies designed to provide confidence and help build generational wealth.
Will is focused on building long-term relationships to help his clients navigate the complicated decisions that need to be made on the journey to achieving their financial independence. Will currently holds the Series 7 and Series 66, as well as Life, Health, and Annuity licenses.
Will was born and raised in the Nashville area and is a graduate of Brentwood High School (‘02). He obtained his bachelor’s degree from the University of Evansville (’06). He holds a Master’s of Sport Administration from Belmont University (’07).
Prior to returning to Nashville in the summer of 2015, Will spent eight years in Ponte Vedra Beach, FL. His career began in the sports industry with the unique opportunity to work with the PGA TOUR and The First Tee, a non-profit youth development organization dedicated to positively impacting young lives through the game of golf.
Will was involved in various roles with the organization, including working with PGA TOUR events and other third-party sponsors to expand The First Tee National School Program to thousands of elementary school students across the country. During his last two years with The First Tee, Will was responsible for developing relationships with high capacity donors, inspiring them to support The First Tee’s mission.
Working in the non-profit sector provided Will with invaluable experiences in working with a diverse group of people to achieve a common goal. These experiences taught Will that the most effective way to inspire is through dedication to serving others by forming and maintaining meaningful, positive relationships. Will continues to take this approach, building long-term relationships with his clients.
In his free time, you can find Will on the golf course, looking for his golf ball in the woods. He and his wife, Graham, also a Nashville native, enjoy trying the newest restaurants around town, as well as attending Vandy baseball and basketball games. Their daughter, Harper, arrived in February, 2019. They are active members at Christ Presbyterian Church in Brentwood, TN. Will serves on the board of Harvest Hands Community Development Center, an organization that serves as a catalyst for Christ-centered, holistic community development in South Nashville.
*Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with the above organizations.
James Ridley is originally from Henderson, Kentucky. He attended Belmont University, where he graduated with a business degree in Entrepreneurship. After some successful years as a real estate investor, James decided to pursue his passion for helping families understand their financial situation and assist them in reaching their goals.
As a CERTIFIED FINANCIAL PLANNER™, James works hand in hand with clients to create, implement, and maintain plans for those seeking financial freedom. James has a desire to serve others and is excited for the opportunity to learn more about clients’ lives and what is important to them.
Outside of work, James enjoys volunteering with Young Life and spending time outdoors – where he can often be found playing soccer, hiking, or going rock climbing.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
