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SOUTHWESTERN INVESTMENT GROUP SEES EXCITING GROWTH IN KNOXVILLE

KNOXVILLE, Tennessee—Southwestern Investment Group, an independent wealth management company with more than 35 teams across the United States, is experiencing significant growth in the Knoxville, Tennessee area. The Knoxville branch is now led by two full-time financial advisors, Travis Cullman and Timothy Johnson, and has expanded into a new office location.

Travis Cullman, CFP®, CPFA, and Timothy Johnson provide clients in the Knoxville area with sound, conservative, and comprehensive investment advice. The team works together to create effective and efficient plans that empower clients to reach their financial goals. With strategies that help clients save for retirement, minimize tax liability, and transfer their wealth, the team has grown by $15M in net new assets within the past year with 68 new clients. To accommodate such accelerated growth, the team recently relocated to a new office located at 136 Concord Road, Knoxville, Tennessee.

“Our team is so proud of the work we do. We work hard for our clients every day because we want to see people thrive. And that makes every new accomplishment that much more rewarding—because it means we’ve achieved that goal,” says Cullman. The Cullman Wealth team has continued to grow throughout the last six years since its beginning and is looking forward to what’s to come. “Thank you to everyone who has contributed to our success. We can’t wait to see what’s on the horizon.”

Since 2002, Southwestern Investment Group’s family of advisors has been committed to providing clients with comprehensive financial planning that aligns with their personal and professional goals. Brokered by Raymond James Financial Services, Southwestern offers clients the service of a small firm with the options of a large-scale company. Each advisor is dedicated to welcoming clients and guiding them to their best future.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 as an independent organization and oversees more than $5 billion in client assets as of March 2021. The advisors at Southwestern Investment Group use Raymond James Financial Services, a wholly owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small firm. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic service to help enhance and protect your wealth. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $831 billion (as of April 29, 2020).

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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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.