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.

About Us

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

Executive Vice President, Southwestern Investment Group | Investment Management Consultant, RJFS

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Zach Hurd, CFP®

Senior Wealth Advisor, RJFS

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Elisa Jones

Client Operations Executive, Southwestern Investment Group | Financial Advisor, RJFS

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Julie Molteni Porter

Executive Assistant

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Crystal Jordan

Client Operations Associate

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Contact Our Team

Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067

Latest Resources

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  • How a Trust Can Meet Your Estate Planning Goals

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