Your Wealth Management Team

Comprehensive Expertise Of A Wealth Team

As a qualified team of financial professionals, we are ready to use our unique skill sets and expertise to help you build your wealth. With our comprehensive planning approach, we will offer personalized strategies for tax mitigation, estate planning, retirement transitions, and much more.

Beyond our core team, two partner companies offer a solid foundation for our secured operations. Southwestern Investment Company is one of the largest and oldest corporations in Tennessee – dating back to 1855. Our broker dealer, Raymond James, provides us with financial planning technology and updated resources. 

With a team of qualified, experienced individuals and a strong support system we are ready to help you stay debt-free and in control of your financial future! 

Meet Your Wealth Advisors

Your wealth advisor partners with you in setting goals and developing a comprehensive plan.

Tommy Doerfler
CPA, CFP®, CEPA®

Senior Executive VP, SWIG

Senior Wealth Advisor

Daniel Peterman
CFP®

Wealth Advisor

Rich Smith

Emeritus

Founder of LHWG

Wealth Advisor, RJFS

Meet Your Support Team

Your support team keeps your financial management plan running smoothly. They update your accounts, process your requests and schedule your appointments.

Dorothi Brown

Registered Operations Associate, RJFS

John O'Connor

Financial Planner

Kelly Lynch

Client Services Associate

Luke Fairchild

Branch Associate

We offer specialized services that go beyond investing.

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Looking for peace of mind regarding your financial future?

Our team oversees financial matters for select families in the area.