An Advisor for Your Family from a Family of Advisors

Since he was in middle school, Jordan knew exactly what he wanted to do when he grew up – become a Financial Advisor.

Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license. In addition to these required licenses, Jordan has also earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients.

In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans.

Prior to joining Southwestern Investment Group, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months.

Jordan draws from that experience and is known for his forward‐thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

Connor was drawn to wealth management given the vast opportunities to help others in powerful, practical ways. After a successful summer internship here at Southwestern Investment Group, Connor quickly knew he wanted to serve families

as a Financial Advisor here on our team. His humility, pursuit of growth, desire to serve others, and his teachers heart make him such a valuable asset to the team and each of our clients.

Connor earned his Bachelor’s degree at the University of Tennessee, Knoxville in 2020, graduating Summa Cum Laude with an emphasis in Finance and Marketing. Since then, he has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license, and has a short‐term goal of obtaining his CFP® as well. Along with his strong sense of personal ethics, Connor is analytical, disciplined, and willing to go above and beyond to help ensure that clients leave every interaction feeling respected, educated, valued and cared for.

Connor has been fortunate to call Music City home his entire life, and is the youngest of five children. In his free time, he enjoys making music, volunteering in youth ministry, and being the “fun uncle.”

Emily Rogers is a Nashville native who has worked in the financial and insurance industry since 2011. Her years of experience in securities, insurance, and personal client relationships led her to join the Southwestern Investment Group team in 2016.

Given that she has been in the industry for most of her career, she has not only had the opportunity to learn about investments and planning from the inside out, but Emily also brings a high level of service to the day‐to‐day support of client needs through being Series 7 licensed. This is a license not required for her position, but allows her to offer clients a faster response in answering financial questions. Emily truly enjoys seeing the impact small changes can have in the lives of clients over the long‐term.

Emily attended Trevecca Nazarene University, where she earned a Bachelor’s degree in Music Business with a minor in Classical Voice. She now lives in Murfreesboro, Tennessee, with her husband Matthew and children, Evelyn and James. In her spare time, Emily enjoys spending time with family, volunteering at church, and finding opportunities to sing.