Helping improve the financial lives of every client
We believe in working together to determine the best way to serve you and your family. With integrity, honesty, and expertise, we’re committed to helping you reach your life goals through a comprehensive approach to financial planning.
Bob Sircy, CPA, Executive Vice President of Southwestern Investment Group, and Zach Hurd, CFP®, take a team approach to serve you and your family with sound advice. Their background and financial expertise equip them to deal with virtually any financial issue, and through their business connections, they are able to put you in contact with their professional partners, when necessary.
They focus on developing a personalized long-term plan, with emphasis on helping you reach your life goals. It is important that in comprehensive financial planning, you not only plan for lifestyle, but also retirement (accumulation or distribution phases), college planning, insurance (Life, Long Term Care, and Disability), and estate issues – all with the goal of minimizing taxes. Our goal is to not only help create the plan, but to continue to monitor and support our clients to see the plan through.
The team has 2 main goals: 1) Delight clients in the areas they can control and 2) improve the lives of clients over time.
Bob and Zach have a team of professionals to provide you with thorough comprehensive planning, and excellent client service. We invite you to read more about each team member and how they work together to serve you.
Meet the Team
Learn more about each of the dedicated members of the Sircy-Hurd Wealth Team.
Bob C. Sircy, Jr., CPA
Senior Executive Vice President, Southwestern Investment Group | Investment Management Consultant, RJFS
Zach Hurd, CFP®
Vice President, Southwestern Investment Group
Elisa Leftridge Jones
Client Operations Executive, Southwestern Investment Group | Investment Executive, RJFS
Julie Molteni Porter
Client Operations Associate
Contact Our Team
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
SOUTHWESTERN INVESTMENT GROUP ADVISOR RECOGNIZED AMONG WEALTH MANAGEMENT ELITE
January 30, 2020
FRANKLIN, Tennessee—Bob Sircy, Jr., Executive Vice President of Southwestern Investment Group, was
SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
February 18, 2020
FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob
SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS
April 17, 2020
Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company