ABOUT THE 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. 

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Andrew Cremé, MBA, AIF®, CFP®
Financial Planner 

Andrew Cremé, MBA, AIF ®, CFP ® is a CERTIFIED FINANCIAL PLANNER™ Professional with the Cremé Wealth Team at Southwestern Investment Group and Raymond James. 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.

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Shelby Callaway
Client Operations Associate

Shelby Callaway is a Client Operations Associate for the Cremé Wealth Team at Southwestern Investment Group. She promotes a seamless experience for our clients while preserving the accuracy and privacy of their information.

Originally from Chillicothe, Ohio, Shelby received her degree from the University of North Texas with a bachelors in applied arts and sciences. She resides in Frisco with her husband and two sons and enjoys spending time with her family and friends.

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Michael Purifoy, CPA, CFP®
Financial Planner

Michael Purifoy, CPA, CFP ® is a CERTIFIED FINANCIAL PLANNER Professional at Southwestern Investment Group and Raymond James. Michael coordinates strategy and planning on complex cases. Having a financial and tax background both offers great insights for clients.

Michael holds both a master's degree in accounting and a degree in business administration from the University of Tennessee. He and his wife Lindsey have three boys and he enjoys spending time with family, playing golf, and cheering on the Vols.

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Cody Stansell, CFP®
Financial Planner

Cody Stansell, CFP ® is a CERTIFIED FINANCIAL PLANNER Professional at Southwestern Investment Group and Raymond James. Cody implements financial plans and reviews investment strategies for clients.

In Cody's downtime he loves tapping into his inner “American Pioneer” heart by building wooden furniture, backyard sheds, and house remodeling projects. Cody and his wife, Melissa, and have two beautiful daughters, Jordy and Darby. They are members of The Branch Church in Farmers Branch.

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Our firm is headquartered out of Nashville in the suburb of Franklin, Tennessee. The Cremé Wealth Team is a part 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.  

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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.