THOMAS DOERFLER
Southwestern Investment Group
As a Certified Exit Planning Advisor (CEPA®), Tommy Doerfler is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{url_slug_backup=tommy-doerfler, custom_meta_description=Tommy Doerfler - CEPA, CPA, CFP - Southwestern Investment Group - Franklin, Tennessee, city=Franklin, cepa_since=2018, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=tommy-doerfler, lname=Doerfler, designations=[CEPA, CFP-2, CPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20OCTOBER%202018/CERTIFICATE%20OF%20ATTENDANCE-CEPA-Phoenix-Oct-2018-Thomas-Doerfler.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394646, cohortium_profile_title=Tommy Doerfler | Financial Advisor at Southwestern Investment Group | CEPA™ since 2018 | CEPA Connect Member, state=Tennessee, hs_was_imported=true, id=2835543820, designations__text_=CEPA, CPA, CFP, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Tommy Doerfler, email=tdoerfler@lighthousewealthgroup.com, cohortium_meta_description=Connect with Tommy Doerfler, a specialized Financial Advisor working with Southwestern Investment Group based in Tennessee. Credentials include: CEPA, CPA, CFP., associated_contact_record_id=2087803, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20OCTOBER%202018/1039_Doerfler_CEPA-certificate_2018-OCT-PHX.pdf, is_editable=editable, url_slug_2=tommy-doerfler, impersonate_user_url=https://exit-planning-institute.org/member-detail/tommy-doerfler?impersonation=true, full_name=Tommy Doerfler, hs_lastmodifieddate=1766024038621, phone=(615) 861-6103, company_name=Southwestern Investment Group, name=Thomas, hs_object_id=2835543820, associated_resources=0, hs_object_source=IMPORT, postal_code=37067, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49055383}
- Advisor Type: Financial Advisor
- Website:
https:// - Phone: (615) 861-6103
- City: Franklin
- State: Tennessee
- Postal Code: 37067
- Country: United States
- Designations: CEPA, CPA, CFP
- Markets Served:
- Company Name: Southwestern Investment Group
