HELPING IMPROVE THE FINANCIAL LIVES OF EVERY CLIENT

Bob Sircy and our team provide clients with a comprehensive financial experience that has helped make Southwestern Investment Group, Inc. one of the nation’s top producing branches of Raymond James Financial Services, Inc. Bob’s integrity and financial expertise, aligned with his designation as a Certified Public Accountant, equip him to advise his clients on virtually any financial issue. His ethical approach combined with his commitment to excellence exemplifies the overall financial assistance provided by our team.

Bob is involved with a number of professional and civic organizations. He is currently serving, or has previously served on a variety of boards and organizations, including:

▪ Member of the Nashville Chapter of the Tennessee Society of CPA’s
▪ Member of the Financial Planning Association – Middle Tennessee Chapter
▪ Member of the Nashville Chapter of Financial Executives International - Past President, and Director
and The Financial Executives Networking Group (FENG)
▪ Member of the Finance Committee of the United Way of Metropolitan Nashville – Past Treasurer
and Member of the Board of Trustees Alumni
▪ Member of the College of Business Alumni Board and Member of the Business Leadership Council
Executive Committee, Lipscomb University – recipient of the 2005 Distinguished Alumnus Award
from The College of Business
▪ Member Christian Business Leaders Roundtable
▪ Director of the Brentwood Rotary Club, Past Director Brentwood Rotary Club Foundation
▪ Director, Wang Foundation for Sight Restoration
▪ Past Treasurer and Member of the Board of Directors of the Direct Selling Association, Washington,
D.C.
▪ Past Treasurer and Member of the Board of Directors of the Direct Selling Education Foundation in
Washington D.C. – the 2008 recipient of the Circle of Honor Award –(annual award to an individual
based on outstanding service to the Foundation)
▪ Past Director and Past Treasurer of BrightStone, Inc., an organization to assist adults with special
needs
▪ Past Director, Live Beyond (formerly Mobile Medial Disaster Relief)

Bob began his business career with what is now Deloitte & Touché. He remained there 6 years rising to Manager. He was then recruited by a local Nashville public company where he served as Vice-President of Finance and Secretary/Treasurer and a member of the Board of Directors. Bob was next recruited to Southwestern/Great American Inc., where he served as Vice-President and Chief Financial Officer and served on the Board of Directors. During his tenure at Southwestern, Bob served as CFO to a number of the Southwestern companies, several of which he helped start, including Southwestern Investment Group, Inc. Bob has counseled with many executives, employees, and independent contractors. Bob has also taught numerous sessions on personal financial issues, his topic of passion.

A Native of Nashville, Bob graduated from Lipscomb University with a degree in Accounting and Management. While attending the University, he was elected as President of the student body, President of the professional business fraternity, and voted “Mr. Lipscomb” by his peers – one of whom he married. Bob and Karen, married for over forty years, are proud parents of three. They are active members of the Brentwood Hills Church of Christ, and Bob is an alumnus of Christian Leadership Concepts (CLC.)

Zach Hurd is a CERTIFIED FINANCIAL PLANNER™ practitioner at Southwestern Investment Group, Inc., and a Financial Professional for Raymond James Financial Services. Through Raymond James Financial Services, Inc., Zach provides their clients with sound investment strategies designed to build wealth through comprehensive financial planning. Zach’s integrity and commitment to excellence equip him to soundly advise their clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.

Zach holds the Series 7, 66, Life and Annuity licenses, is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a financial professional with Raymond James Financial Services, Inc

Zach is originally from Portage, Michigan. He graduated from Bethel University in Minneapolis, MN with a degree in Finance and Economics and a minor in pre- medical studies. While at Bethel, he was the captain of the university’s basketball and soccer teams. Zach and his wife, Jourdan, currently reside in Brentwood with their daughter, Hallie. They are involved with their local church, Midtown Fellowship Church and in their free time, Zach and Jourdan spend time with their Goldendoodle, Colbie, golfing, cheering on the Nashville Predators, and enjoying as much time as they can on the lake.

An extremely important aspect that Zach enjoys at Southwestern Investment Group is in being a part of an INDEPENDENT team. By being completely independent, the team's allegiance is with the client and not with any particular product—as the team is not obligated to sell any proprietary funds or products. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market.

Elisa joined our team with more than 17 years experience in the investment and securities industry. She holds the series 6, 7, 63, 65, life, health and variable licenses, has a bachelor’s degree in finance from Alabama A&M University, and a master of business administration from Tennessee State University. She moved to Tennessee in 2001, and joined our team in 2017.

Elisa married her college sweetheart, Nick, and has two children, Tyson and Savannah. On weekends you can find Elisa in the bleachers cheering on the kids, volunteering with a local non-profit, or dining locally with her dinner club.

A graduate of Middle Tennessee State University, Julie Porter joined Southwestern Investment Group in October of 2018. She brings more than 20 years of customer service, client relations, and administrative experience.
Julie’s role is vital and includes multiple responsibilities, such as scheduling client meetings, incoming and outgoing correspondence, and communicating with clients on a daily basis.

Just prior to joining Southwestern Investment Group, Julie worked with a company that provided HR Solutions to a variety of business owners. She helped others connect better with their employees and helps our team connect better with our clients. Julie enjoys working at Southwestern Investment Group because of the individuals she connects with on a daily basis and the team’s community involvement.

Julie resides in Brentwood with her husband Todd. They have two sons, Jacob and Jordan, and two daughters, Ashleigh and Abby. She currently sits on the Board of Directors for the Brentwood Rotary Club, as well as for the Brentwood Rotary Club Charitable Foundation. She has her Health and Life License. She enjoys spending time with family, watching UT football, and entertaining at home.

Crystal brings to Southwestern Investment Group experience in the wealth management industry and over 20 years’ experience in the customer service industry. Prior to working in the wealth management industry, Crystal was responsible for managing business operations for multiple locations for a luxury salon and spa in Hawaii. She was instrumental in their success due to her business acumen and previous experience as a licensed cosmetologist. She continues to enhance her knowledge in financial services, including completing her Bachelor’s Degree in Business Administration.

Responsible for new client onboarding, Crystal oversees incoming and outgoing securities transactions and assists clients with account inquiries. She appreciates the sincere and welcoming presence of Southwestern Investment Group team and their focus on integrity and decisions based on the client’s best interests.

Crystal lives in Williamson County and enjoys spending time with her family, friends, and miniature beagle. She likes to travel both domestically and abroad, experiencing different cultures and food.