Your Nashional Financial Advisors

Jeff and Whitney Nash co-created Nashional Financial to develop customized and creative solutions that would facilitate strong financial futures for their clients. As a husband and wife financial advising team, Jeff and Whitney meet with clients together to not only address the technical side of financial planning, but to explain things in ways that are easy to follow and understand regardless of the client’s level of sophistication or experience.

   

Born and raised in New Jersey, Jeff decided to go out of state for college which eventually landed him in Texas. After receiving his graduate degree, he worked in Houston for a couple years before moving to Dallas in 2002. Whitney was born in California, but after a few stops along the way, her family settled in Michigan.  After graduating from college, she packed up a U-Haul and drove to Dallas for the warmer weather and better quality of living!  Jeff and Whitney met each other in the beginning of 2008, were married in the summer of 2010, and had a son in the fall of 2016. They live in McKinney, Texas, and have two shelter rescues: a gregarious mutt and a small horse, a.k.a. lab/greyhound mix. When they are not working, Jeff and Whitney enjoy watching their son grow up, playing fetch with their dogs, working out, trying new restaurants around the area, watching football and basketball, competing in fantasy football leagues and traveling to visit family, friends and find a relaxing beach – Aruba is their favorite!

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Our Credentials
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Jeff Nash, CFP®, CPA

President / Chief Investment Officer 

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Whitney Nash, CPFA™

Chief Operating Officer

Jeff is a CERTIFIED FINANCIAL PLANNER­™ professional and a CPA licensed in the State of Texas. He is the President of Nashional Financial and serves as the Chief Investment Officer of Nashional Independent Investment Management LLC ("RIA Firm").  Jeff works directly with clients on comprehensive financial planning, strategies and solutions.  He recommends investments to clients and performs all trading, portfolio allocations and rebalancing, and investment research.  Prior to forming Nashional Financial, Jeff worked in public accounting and for high net worth family-owned companies with a focus on the oil and gas industry.  

Jeff acts as an independent CPA through Hodgson, Nash & Gwynn CPAs PLLC. He focuses on income tax preparation for individuals and businesses, including legal entity selection and tax planning opportunities for business owners.  

Jeff can provide residential mortgage and refinancing loans in Texas through NXT Mortgage Company, NMLS #1582332

Jeff also serves as a Branch Office Manager for Lakefront Futures & Options and aiSource (collectively, “Lakefront”) to provide risk management for bona fide hedgers, as well as individual investors and entities seeking an alternative to traditional investing.


Licenses and Certifications:

- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (Texas)*

- Investment Advisor Representative

- Series 3, 7, 30 & 66

- General Lines Agent - Life, Accident, Health and HMO

- General Lines Agent - Property and Casualty

- Surplus Lines Agent 

- NMLS #1823367

 

Education:

- Bachelor of Arts, Political Science - University of Oklahoma

- Master of Taxation - Mississippi State University


Memberships / Community:

- American Institute of Certified Public Accountants*
- Texas Society of Certified Public Accountants

- National Association of Tax Professionals

- National Association of Plan Advisors

- CFA Institute

- CMT Association

- McKinney Chamber of Commerce

- OU Alumni Association

Whitney is a Financial Advisor and the Chief Operating Officer for Nashional Financial. Alongside Jeff, Whitney works with clients on comprehensive financial planning, strategies and solutions. She is also responsible for a variety of key activities, including general administration, business development and marketing, client service, community relations, recruitment and education. In addition, Whitney is responsible for assisting clients with their personal property and casualty insurance (home/renters, automobile, and liability). 

 

Whitney is a Self-Directed Solo 401(k) Plan provider and specialist through her company, Nashional Self-Directed LLC. 

  

Whitney acts as an independent Qualified Intermediary for 1031 Exchanges through her company, Above & Below 1031, LLC.

Licenses and Certifications:

- Series 65 - Uniform Investment Adviser Law Examination

- CPFA - Certified Plan Fiduciary Advisor
- General Lines Agent - Life, Accident, Health and HMO   
- Personal Lines Agent - Property and Casualty 

Education:

- Eastern Michigan University - Bachelor's of Science, Industrial Distribution 

Memberships / Community:

- Volunteer McKinney - President-Elect/Board of Directors 2020 - Present

- Visit McKinney (McKinney Convention & Visitors Bureau) - Board Member 2021 - Present

- McKinney Armed Services Memorial Board - Board of Directors - 2020-2021

- Leadership McKinney Class of 2021

- McKinney Chamber of Commerce and the McKinney Young Professionals Professional Development Chair for 2019 & 2020

- Volunteer for Straydog, a no-kill dog shelter and sanctuary

Quoted in:

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