Matt’s team has been providing comprehensive financial planning and investment management to their clients since 2012. Our clients are served by a team of four professionals, two of which are CERTIFIED FINANCIAL PLANNER PROFESSIONALS, CFP®. Our advising team approach is built to offer high-level financial planning, tax-planning, and tax-efficient investment counsel. Brett Murray, CFP® joined the planning team to bring additional analysis and planning insight to help clients ensure they seeing important decisions from every angle. Our focus is centered on developing a deep relationship with clients, and providing thoughtful and creative planning advice through all phases of your life. We are committed educating clients from day one, keeping the heart of a teacher at our core. Matt has also been involved with the Dave Ramsey program for his entire career, teaching Financial Peace University regularly within the community.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Matt Atchison
Matt Atchison leads our Omaha, Nebraska, office. Matt is originally from Holdrege, Nebraska, and he attended Creighton University, where he graduated with honors. He and his wife, Chelsea, have enjoyed making Omaha their home over the past 20 years. He is an active member of Countryside Community Church and is passionate about teaching and promoting financial wellness education in our community’s schools, places of work, and places of worship. Matt has received his Series 7, Series 66, and Nebraska Insurance, Annuity, Long Term Care, and Disability licenses. His focus is helping his clients build wealth through comprehensive financial planning with a specialty in professional money management, tax planning strategies, and exceptional customer service. He enjoys spending much of his time with family and friends, traveling, running marathons, and cheering on the Cornhuskers and Creighton Bluejays. Matt and Chelsea have three children, Molly, Ben, and Sam, and he loves being their dad.
Brett Murray CFP®
Brett Murray grew up in Houston, Texas before moving to Omaha, Nebraska in 2008. He attended Creighton University, where he graduated with his bachelor’s degree in finance and was a member of the Creighton University baseball team. Prior to joining Southwestern Investment Group, Brett worked for Carson Group in Omaha, Nebraska where he focused on comprehensive financial planning for clients. Brett is a CERTIFIED FINANCIAL PLANNER™ professional and works alongside Matt Atchison and Sara Clegg, CFP® to help clients achieve their goals through comprehensive financial planning.
Brett enjoys spending time with friends and family, cycling, running, watching sports, and listening to music. He is engaged to be married in 2022 to his fiancée Ally.
General Information |
| Firm Start Year: | 2002 | |
| Insurance License#: | 16792301 |
| Name of Broker/Dealer: | Raymond James |
| Name of Custodial Firm: | Raymond James |
| Number of Years with Current Firm: | 9 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning for Businesses, Education Funding and Planning, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference, Our Offices |
Firm Information |
| Firm's Number of Clients: | 12000 |
| Firm's Number of Planning Clients: | 10500 |
| Assets Managed by Firm: | 5.5B |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 200 |
| Advisor's Number of Planning Clients: | 200 |
| Assets Managed by Advisor: | 215,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Commissions, Based on Assets |
Education |
| Bachelor's Degree | Creighton University
- Omaha, NE 8/23/2001-5/15/2005 |
Disclaimer |
| © 2019 Southwestern Investment Group. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not registered to offer securities and advisory services in all states. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
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