Insightful Financial Assistance

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.

Allison Robison grew up in Franklin, and after living in multiple cities and states over the last 20 years, she is very happy to call Franklin home again. She began her time with Southwestern Investment Group as the Office Coordinator before joining the Ridley Wealth Team as a client services associate. Her primary focus is providing exceptional, timely, and efficient service to clients and her team.

Allison feels exceptionally blessed to be part of the Southwestern family and have the opportunity to work with such wonderful people. She loves what she does and truly looks forward to coming to work each day.

When she is not in the office, Allison is quite busy with her five kids. She is always up for adventure and excitement and looking for ways to have fun and create memories. Her faith, family, and friends are her motivation in life.