Committed to a Comprehensive Financial Planning Approach

For over a decade, Lucas has been refining his craft as a financial planner. His career began as an intern with Edward Jones in Nashville in 2009. He then dove deeper into the field by working for VALIC Financial Advisors out of Brentwood, where he worked specifically on large retirement plans. As Lucas had now seen firsthand the pros and cons to working for large firms, his desire to work in a more intimate atmosphere took hold. In 2014, Southwestern Investment Group gave Lucas the platform he had been searching for. As an independent practice, Southwestern advisors are able to lead clients down the financial path which best suits their individual needs. This comprehensive approach to financial planning is what drew Lucas to making Southwestern Investment Group his permanent home.

Lucas began his higher education at Murray State University, majoring in business administration. He then went on to pursue his master’s degree in personal financial planning from The University of Alabama. Lucas continued his professional education by receiving his Series 7, Series 66, Life, Health, and insurance licenses. He is an Investment Management Consultant through Raymond James Institute of Investment Management Consulting*, and also holds a certificate from Belmont University’s Executive Education Program for Financial Planning.

Lucas resides in Brentwood along with his wife Kayla and their three children. He is an avid mountain biker and exercise enthusiast! Outside of the office, you will usually find Lucas outdoors with his family. This is where he feels most at home as he was raised on a tobacco farm in rural Christian County, KY.

*The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Raymond James is not affiliated with any of the organizations mentioned above.

Dustin Schletzer holds a B.A. in music education from Middle Tennessee State University with a concentration in percussion. After several years as a music educator and performing percussionist, Dustin decided to follow a different passion, as he became licensed in Series 7 and 66, Securities Industry Essentials (SIE), and life and health insurance while pursuing a career in financial services.

In his current role on the Swatzell Wealth Team, Dustin assists financial advisors and provides quality services to clients. He processes trades, schedules and preps meetings, ensures files are up to date, and more.

Southwestern Investment Group came highly recommended to Dustin through family members and current clients of the organization. After meeting with several of the group advisors, Dustin immediately felt welcomed and wanted to join the team.

Among the things Dustin loves most about Southwestern Investment Group are the positive work environment and working alongside experienced professionals who are willing to help in any capacity.

Outside of work, Dustin enjoys golfing, fishing, traveling, and grilling out with his family and friends.

Hannah Colbert was born and raised in Lake Tahoe, Nevada and moved to Tennessee in 2012. She graduated from Middle Tennessee State University in 2018, where she earned her Bachelor’s degree in International Business. While pursuing her degree, she also began working in the insurance industry. She quickly found a passion for helping people through working closely with clients and their families. She joined Southwestern Investment Group in 2019 as a part of our Client Services team.

As a client services associate, Hannah provides administrative support to our advisors and clients. She maintains and updates client account information, coordinates our events, and manages communications.

When she’s not working, you can find Hannah spending time with her cat Opie and dog Ziggy or trying out the newest restaurant in Columbia.