Chris White Wealth Team

I am always baffled when I hear how long a client stayed with their previous advisor, when the service and education was less than desirable.  But, I think I have figured out why they did…they didn’t know any better!  It’s not their fault they aren’t being served well.

When I joined our group in December 2006, I knew I could not control the stock market and how it would perform.  But, I knew that I could control how I served people.  We have built our practice on one simple principal, “Serve people the way you would want to be served.”  Our President, Jeff Dobyns, taught me early on, “If you do enough of the right things, the right things will happen.”  Our team loves helping people make prudent decisions with their wealth, that are in their best interest, and we truly enjoy the opportunity to provide a level of service that is “second to none”.  We would be delighted and honored to serve you!

About Southwestern Investment Group

Chris White Team - Served

About Us

Team Members

  • Christopher L. White, CFP®, ChFC®


    Vice President, Southwestern Investment Group | Financial Advisor, RJFS

       615-861-6113


    Chris White provides comprehensive financial planning. “Our specialty is providing prudent, conservative, confidential, and comprehensive investment advice to our clients — designed to help them effectively and efficiently save for retirement, pay fewer taxes, manage risk, and transfer their wealth.”

    Chris White is a CERTIFIED FINANCIAL PLANNER™ practitioner at Southwestern Investment Group. Chris was born and raised in Brentwood, Tennessee. He is an honors graduate from The University of Tennessee with a Bachelors of Science in Communications. Before joining Southwestern Investment Group in 2006, Chris was a Sales Manager with our parent corporation, the Southwestern Company. Chris and his wife, Kajsa, along with their son, Jake, and daughters, Annie, and Myla Jean, reside in Franklin, TN.

    Chris’ focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service. Chris has his Series 7, Series 66, and Life and Annuity Insurance Licenses. He also holds the Investment Management Consultant, a designation offered through Raymond James.

    *Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

  • Brian Reichenbach, JD, CFP®, CDFA


    CERTIFIED FINANCIAL PLANNER™

       615-432-4437


    Brian is originally from Toledo, Ohio and graduated from Miami University. He came to Nashville to attend Vanderbilt Law School where he earned his J.D. He joined Southwestern Investment Group in 2011. He has received his Series 7, Series 66 and Life and Annuity Insurance Licenses. Brian enjoys running, playing basketball, and reading when he can, but spends most of his free time with his wife, Allison, and their black lab, Barkley.

  • Carly Oliver


    Client Operations | Branch Associate, RJFS

       615-861-6099
      Email me


    Carly Oliver joined the Chris White Wealth Team in January of 2015, after serving as the Office Coordinator for Southwestern Investment Group. She graduated from the University of Tennessee with a Bachelor’s Degree in Psychology and has experience with business and customer relations. Although Carly is originally from Burlington, North Carolina, she has been in Tennessee most her life, and currently resides in Franklin. Carly loves to read, watch football, and hike with her dog, Lila. She spends most of her free time with family and spoiling her two nephews, Cayden and Easton.

     

  • Ellie Estes

    Ellie Estes


    Advisor Associate

       615-861-6112
      Email me


    Ellie Estes joined our team as a Wealth Advisor in 2018. To give you a little background, Ellie was born in Louisville, KY and has lived in Franklin for the last 20+ years. She’s a graduate of the University of Kentucky where she has two degrees in Finance and Accounting. She has her Series 7, Series 66, Health and Life Insurance licenses and is currently studying to become a CERTIFIED FINANCIAL PLANNER™ professional as well. Ellie began her career with our firm in 2013 as she worked in the Summers during college and joined full time in 2016. She was personally recruited and trained by one of our senior advisors the past two years. She has a deep passion for serving people and loves in-depth financial planning. She loves to go on adventures – she has been to 14 countries and is attempting to see all the US National Parks.