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.

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Team Members

  • JeffDobyns

    Jeffrey T. Dobyns, CLU, CHFC, CFP®


    President, Southwestern Investment Group | Financial Advisor, RJFS

       615-861-6131
      Email me


    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 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.

  • DrewMcMillin

    Drew McMillin, CFP®


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

       615-861-6131
      Email me


    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, and his son, Noah, live in Nolensville, attend Southpointe Community Church, and serve on the Williamson County Young Life Committee.

  • MandyBrooke

    Amanda M. Brooke, CFP®, ChFC, CLU


    Director of Client Operations | Branch Associate, RJFS

       615-861-6127
      Email me


    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.

  • Michelle2

    Michelle Johns


    Client Operations Support | Branch Associate, RJFS

       615-861-6114
      Email me


    Prior to joining the Dobyns Wealth Team, Michelle worked as a Sales Operations Manager for Southwestern Corporate Headquarters in Nashville, Tennessee.  With her high attention to detail as well as her years of experience in sales, customer service, statistics and event planning, she brings a variety of skills and knowledge to the team.  Outside of work Michelle enjoys spending time with her family and friends, working in her garden and being actively involved on the mission team at church

  • ShelbyPrintz

    Shelby Printz


    Director of Client Experience │ Branch Associate, RJFS

       615-861-6131
      Email me


    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. 

     

  • Cash-Tunstall

    Cash Tunstall CFP®


    Financial Advisor, RJFS

       615-861-6115
      Email me


    Cash specializes in personal client relationships and directly supports several clients for our team. His background and training with our firm 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 firm.

    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.