Dobyns Wealth Team

There is no “one-size-fits-all” when it comes to financial planning, as every individual and family we work with is truly unique and requires an intimate approach.  At Dobyns Wealth Team we understand the importance of getting to know our clients on a personal basis.

We don’t focus on just one aspect of your financial life – we create comprehensive financial plans to cover every area of your finances. We dig into the details of your tax, estate, insurance, retirement, and investment planning to help ensure you are adequately protected, prepared, and successful with your finances, both now and into your future.  Our goal is translate these complex areas into an easy-to-understand format, as well as “quarterback” the process to ensure any necessary action items are completed in a timely manner.

We take a team approach to our planning process. Each of our team members has a different strength that they bring to our group to offer our clients the best possible service. Below you can learn more about each of the dedicated members of the Dobyns Wealth Team who specialize in helping individuals and families plan for, transition into, and live confidently in retirement.

Our clients’ trust in our team is the most important aspect of our job, as we want you to be confident in the services we provide. The driving force of our team is to always do what is right for our clients, treating them as if they are our very family.

*Dobyns Wealth Team is independent of Raymond James.

Financial Planning - Dobyns

About Us

Team Members

  • Jeffrey T. Dobyns, CLU, CHFC, CFP®

    President, Southwestern Investment Group | Financial Advisor, RJFS

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    Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

    Jeff has a bachelor’s degree in business administration from Ohio University and has held executive positions with financial planning firms for nearly two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found Southwestern Investment Group in 2002. As its President, Jeff has led Southwestern Investment Group to remarkable success, holding the distinction of being Raymond James’ top independent contractor office, and a member of its Chairman’s Council*, for several years running.

    Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and ensures their families will be secure. To help meet these goals, Jeff leads the team of Dobyns Wealth Group and also incorporates the expertise of attorneys, accountants and other professionals to provide exceptional financial, tax and estate planning, and ongoing asset and risk management.

    As independent advisory businesses, neither Southwestern Investment Group nor Dobyns Wealth Group hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than three million client accounts through 7,200 financial advisors worldwide.

    In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a Dave Ramsey Endorsed Local Provider and SmartVestor Pro.

    Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. Jeff is also on the advisory board of the National Christian Foundation of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. He is a board member with Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and volunteers with the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment and fellowship.

    Jeff and his wife, Amy, are raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.


    * Membership is based on prior fiscal year production. Re-qualification is required annually.

    **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros aresubject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.

  • Drew McMillin, CFP®

    Director of Financial Planning, Dobyns Wealth Team | Financial Advisor, RJFS

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    Jeff and Drew partner together in building strong relationships with our clients. Drew’s attention to detail and high analytical skills complement Jeff’s foresight and intuition.

    Drew is an honors graduate of the University of Tennessee, where he earned a bachelor’s degree in finance with a concentration in accounting. During college, he spent much of his time volunteering for Young Life, a ministry to high school students. He is a graduate of the Knoxville Fellows, a 10-month work/study program for recent college graduates to live, work, pray, study and serve together in the Knoxville community.

    After graduating college, he spent a year working full time for Young Life, until he entered the financial services industry by taking a position as a research associate and client relationship manager with Asset Planning Corporation, an independent financial planning firm in Knoxville. In 2010 Drew joined the Dobyns Wealth Team at Southwestern Investment Group. Drew is a CERTIFIED FINANCIAL PLANNER™ practitioner.**

    Drew is originally from Kingston, Tennessee. Today, he his wife, Mary Ellen, his son, Noah, and daughter, Addison, live in Nolensville, attend Southpointe Community Church, and serve on the Williamson County Young Life Committee.

    **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  • Amanda M. Brooke, CFP®, ChFC, CLU

    Director of Client Operations | Branch Associate, RJFS

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    Mandy works hard behind the scenes of your accounts. Her high efficiency makes her skilled at knowing every moving part of each client’s plan to make sure nothing is missed in meeting preparation and follow up. She focuses on improving efficiency in daily operations to ensure all client matters are handled in a timely and meaningful manner.

    Mandy Brooke is an honors graduate of Maryville College, where she earned a bachelor’s degree in Business and Organizational Management with a minor in Accounting. Mandy began working in the insurance and investment industry as a college intern.

    After moving to Nashville, Mandy joined Southwestern Investment Group in 2012 with nearly 8 years of industry experience. She is a CERTIFIED FINANCIAL PLANNER™ practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. She holds Series 6, 7, 63, life, accident, health and annuity insurance licenses.

    Mandy is originally from Kingston, TN, but now lives in Nashville with her husband, Sean.

    **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  • Shelby Printz

    Director of Client Experience │ Branch Associate, RJFS

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    Shelby is your first point of contact.  She knows our schedules backwards and forwards, and if she can’t answer your questions she will make sure a team member calls you back in a timely manner. Shelby moved to Nashville in September of 2014 from Seattle, Washington. She enjoys spending time with her friends and family, traveling and being outdoors. 


  • Lyn Cooks

    Client Service Associate

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    Lyn works in the background gathering and compiling all client financials for client investment meetings.  Her attention to detail, accuracy, processes, and love of serving others ensures efficiency for all client investment meetings.

    Lyn has worked in the financial industry since 1998 for companies such as Regions Bank, Wells Fargo, and Hays Advisory/Cypress Capital.  She is set to complete her Bachelors in Business Management in 2019 from the University of Phoenix.

    Lyn was born and raised in Nashville, TN.  She is the oldest of two children born to Rev. and Mrs. Cooks.  In her spare time Lyn enjoys helping others, attending Mt. Zion Baptist Church, and spending time with family, friends, and her fur-baby, Jackson.

  • Bonnie McDonald

    Bonny McDonald

    Client Service Associate, RJFS

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    Bonny recently joined our team as a Client Service Associate. Bonny’s attention to detail, customer service, and vast experience in financial service operations provides a great asset to our team. She works behind the scenes preparing paperwork for client’s meetings, processing account maintenance and handles all money movement transactions.

    Bonny grew up in Saint Petersburg, Fl and visited her family in Tennessee every year and finally decided to relocate to Mt Juliet, TN in March 2018.  Bonny has been in the financial industry for 28 yrs which included 13 yrs at Raymond James home office.  She is married and has three children, Alan, Ashley and Aiden.  In her free time she enjoys spending time with her family and getting out to various parks, waterfalls and enjoying the beautiful scenery that TN has to offer.

  • Cash Tunstall CFP®

    Senior Vice President, Southwestern Investment Group |Financial Advisor, RJFS

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    Cash specializes in personal client relationships and directly supports several clients for our team. His background and training with our practice has included the full range of financial planning disciplines, providing him the ability to offer a comprehensive planning experience for Dobyns Wealth Team clients.

    Through Raymond James, Cash creates an original planning experience for each client, specifically crafted from their personal goals and priorities, with an emphasis in retirement planning and gifting strategies.

    Although an appropriate name considering his vocation, Cash was actually named after an inspirational friend of his parents. He grew up in Kentucky in his family’s equine business and studied at Asbury University. After graduating magna cum laude, he consulted for several years on property and casualty insurance for family-owned businesses before joining our practice.

    In the early years of his career, Cash was individually and personally mentored by two of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating the planning strategies and processes for many of their most complex clients and plans. Now, in a more comprehensive role as a CERTIFIED FINANCIAL PLANNER™ practitioner**, Cash draws from that experience and is known for his forward-thinking initiatives and resourceful solutions in support of his clients’ goals.

    Cash lives in Williamson Country with his wife Lauren and their daughter. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by the Ramsey Solutions team. Having helped coordinate Financial Peace University classes over the years, this is a cornerstone of his planning process and philosophy.

    Cash holds Series 7, 63, 65, property, casualty, life, health, and annuity licenses. He also maintains the CFP® designation and is a member of the Financial Services Institute.

    **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.