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.

Laurie Snively brings a unique perspective to financial planning. She has been lucky enough to work in several industries, adding to the overall experience she brings to the team. She has worked as an entrepreneur and owned her own marketing firm. She also spent several years working as a wholesaler, where she worked with advisors on everything from crafting portfolios to behavioral education, as well as overall best practices for advisors focused on providing great service to their clients.

Based on her varied experience, Laurie wanted to prioritize joining a practice that takes client relationships and planning to the next level. Upon learning about Southwestern Investment Group’s commitment to its clients financial planning, she knew immediately this was the organization she wanted to call home.

Laurie is passionate about helping people feel they can retire with confidence. Her clients inspire her every day as she helps them reach new goals they have long been working towards.
As a Financial Advisor with Southwestern Investment Group, Laurie currently holds Series 7, Series 66, and Health and Life insurance licenses.

Chelsey Wahlman was born a Navy brat and spent the majority of her childhood travelling the world. After living in Florida, Italy, Virginia, and Germany, her family was stationed in Tennessee and they finally decided to make Tennessee their permanent home.

Chelsey earned her Bachelor’s degree in Psychology from University of Memphis and then decided to pursue a career in finance and earned her Series 7 and 66 licenses. She has over 9 years of financial industry experience and possesses a vast range of financial expertise, from the client support of individual portfolios to the management of a large company’s stock option plan.

In her current role with the Swatzell Wealth Team, Chelsey is instrumental in helping to meet client needs and objectives through executing trades, maintaining client portfolios, and handling all client service needs with a positive and proactive approach.
Outside of the office, Chelsey can be found spending time with her husband, Ben, and their two dogs, Finley and Denver. She enjoys running, hiking, and continues to travel as much as possible.