CREMÉ WEALTH TEAM
The age-old expression of "it takes a village" is not only true in raising a family, but it is also true in financial planning. There are many partners in your journey to creating a legacy, financial advisors, estate planners, tax specialists, asset managers, insurance specialists, and portfolio managers. We focus on being your financial quarterback to know when we need a specialist in any position.
Andrew Cremé, MBA, AIF®
Lea Ann Radkey
Client Operations Associate
Andrew Cremé, MBA, AIF ® is a financial consultant with the Cremé Wealth Team at Southwestern Investment Group. He is ultimately responsible for all aspects of the team's strategy and client service model. He has championed the Cremé Wealth Team's commitment to delivering quality results for clients in the professional service consulting industry.
Andrew received his MBA from Rollins College in Winter Park, Florida and a BA in Sociology and Economics from Calvin College in Grand Rapids, Michigan.
Lea Ann Radkey is a Client Operations Associate for The Cremé Wealth Team at Southwestern Investment Group. She has over 20 years of sales and marketing experience and spent the last 4 years as a Client Service Manager at a financial planning firm in McKinney, Texas.
Lea Ann was born and raised in West Texas and received her BS from Texas Tech University in Lubbock, Texas. She resides in McKinney with her husband Tim and daughter Claire.
Our consulting team is built like most of our clients, as a team of professionals who come together for a common goal. Our goal is to see your financial future excel. We can achieve this by putting together a bigger support team that comes behind us and helps you in conjunction. Our knowledgeable team includes financial planners, insurance agents, accountants, estate planners, business valuation specialists, human capital management specialists, consultants, bookkeepers, and attorneys.
Our firm is headquartered out of Nashville in the suburb of Franklin, Tennessee. The Cremé Wealth Team is a division of Southwestern Investment Group with advisors that specialize in
serving clients in their retirement needs. Southwestern Investment Group was established in 2002 by Jeffrey T. Dobyns, CLU, CHFC, CFP® as an independent financial services firm. This independence provides our advisors with the freedom of choosing from a robust variety of different investment services.
Our consultation process is a proprietary system called the Zipper Method™. Through our multi-step process beginning with a complimentary 30-minute phone consultation, we are able to begin to get to the core issues. During the next step of a 60-minute meeting, we will put together a financial plan and outline steps to move forward. You will never be billed for this time once we come to an agreed-upon future plan of action for your future success.
Our custodian is Raymond James Financial Services. Founded in 1962 and a public company since 1983, Raymond James Financial is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. This means that we have the support of a large company but allows our advisors to provide the independent, personalized service of a small firm.