Southwestern Investment Group Expands Omaha, Nebraska Office

February 11, 2019

As of September 25th, 2017, Southwestern Investment Group has relocated their Omaha, Nebraska office which will allow for further expansion as the company grows. Still in Omaha, the new office is located off the corner of West Dodge Road and N 156th Street.

Since opening the first Omaha location in 2012, sales leader, and Financial Advisor, Matt Atchison has done an exceptional job and has led the team to substantial success. The relocation comes as a result of the branch’s exponential growth over the past couple of years and nearly doubling the size of their current office.

Matt Atchison, Executive Vice President of Southwestern Investment Group says “It’s been terrific to be associated with such a growing and passionate financial planning practice. Our Omaha office has really blossomed over the past 5 years and it’s great to see our team continue to reach new heights. Keeping a focus on always doing what’s best for the client has been the key to this growth. That will always be the case.”

When Southwestern Investment Group began in 2002, it started with one employee and one location and has expanded to over 90 employees and 9 locations. Jeff Dobyns, CFP®, Founder and President credits this consistent growth to the long-term trust that Southwestern Investment Group advisors build with their clients.

Dobyns stated “We owe our growth to doing financial planning the right way, which means valuing people over profits, focusing on planning first, and using a proven investment approach to help provide long term returns.”

The new Omaha location’s address is 15808 West Dodge Road, Suite 103, Omaha, NE 68118.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring

Jeffrey T. Dobyns

President, SageSpring

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best.

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades.

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville.

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, 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.