Nashional Investments

Jefferson Nash is a CFP® professional with 13 years of experience in financial advising. He is currently with Nashional Investments and has held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Nash is involved in tax preparation and serves as a partner in an accounting firm, as well as acting as a branch manager and managed futures advisor for an independent introducing broker. Nashional Independent Investment Management LLC serves individual and business clients, managing discretionary and non-discretionary portfolios using a range of investment strategies including traditional securities, alternative investments, and specialized 1031 exchange consulting. The firm combines advisory services with related tax, insurance, mortgage, and futures activities.

Denver Mcclure is a financial advisor with Nashional Investments holding a Series 65 credential and four years of industry experience. His prior work includes roles at Amazon.com and service in the United States Marine Corps. Nashional Independent Investment Management LLC provides advisory services to individuals and business owners, managing discretionary and non-discretionory portfolios across traditional securities and alternative investments. The firm employs a variety of analytical methods and strategies, including 1031 exchange consulting and real estate-focused alternatives, serving approximately 63 client households with about $10.4 million in assets under management.

Whitney Ann Nash is a Series 65 licensed advisor with Nashional Investments, based in McKinney, Texas, with eight years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of advisory services, she is involved as an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and manages companies providing qualified intermediary services for 1031 exchanges and escrow-only services. Nashional Independent Investment Management LLC serves individuals and business owners by managing discretionary and non-discretionary portfolios totaling approximately $10.4 million in assets. The firm offers a range of services, including portfolio management across traditional and alternative investments, hourly financial advising, and specialized 1031 exchange consulting, employing diverse analytical methods and strategies tailored to client goals and risk tolerance.