I am pleased to announce that the Dobyns Wealth Team has changed its name to the “Dobyns McMillin Wealth Team.”
As many of you know, Drew McMillin has been an integral part of our team’s success since he joined us almost 12 years ago. He has been my partner in building deeper relationships with our clients and he exemplifies what it means to be a servant leader. That’s why I’m so excited to announce he will be officially co-leading our team moving forward, and our new team name reflects that.
Since 2010, Drew has been determined to become a trusted professional with expertise in all areas of financial planning. He obtained his CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner designation in his early 20s, a respected industry designation when it comes to comprehensive financial advice.
Drew has also obtained the Accredited Estate Planner designation, which is a graduate level, multi-disciplinary specialization in estate planning. It is awarded to professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Drew’s academic focus for this particular designation was concentrated in charitable giving strategies and advanced estate planning tactics.
Drew’s commitment to serving as a trusted advisor to our clients is what sets him apart. Leveraging his extensive expertise in financial planning, investment management, and estate planning, he brings an unmatched skillset to help our clients achieve their goals.
We want to assure you that your advisor team will not change, and we will continue to provide the exceptional levels of service that you’ve come to expect. I couldn’t be more honored to have Drew as an official partner, and I hope you’ll join me in congratulating him on his expanded role.
– Jeff Dobyns, CFP®, ChFC, CLU
President, Southwestern Investment Group
