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.

Christy holds a B.S. in Business Management, of which her favorite classes were accounting and finance. She has held various management positions and has developed and instructed training classes. Thriving on helping others, Christy feels that God led her to Southwestern Investment Group.

Assisting Advisor Lucas Swatzell in many areas, Christy acts as the liaison between Lucas and his clientele, schedules and preps for meetings, ensures files are updated, prepares and processes paperwork, and more.

Christy prayed for doors to be opened to a job she would love. And, here she is—prayers are answered. She loves her coworkers and the Christian atmosphere. She also enjoys that everyone works as a team to keep Southwestern Investment Group one of the best places to work.

Christy is passionate about her faith and her love for animals and family. She has three rescue dogs and holds back the urge to rescue more. She also works as a volunteer with rescue groups to help transport dogs to foster homes or their forever home.