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!

 
Our Credentials
Jeff Nash, CFP®, CPA

President / Chief Investment Officer 

Jeff@nashionalfinancial.com | 214-385-5945

Whitney Nash, Financial Advisor

Chief Operating Officer

Whitney@nashionalfinancial.com | 469-486-3400

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 CPAs LLC. 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 refinanciing 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

- 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

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

Licenses:

- Series 65 - Uniform Investment Adviser Law Examination
- 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:

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

Quoted in:

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CRD#: 6031965 and CRD#: 289955

 

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Nash-Up prices are subject to change without warning.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

 

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Nashional Financial consists of Nashional Independent Investment Management LLC (“RIA Firm”) and Nashional Independent Insurance Agency LLC. Investment Advisory Services are offered through Nashional Independent Investment Management LLC, a registered investment adviser. Nashional Independent Investment Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Nashional Independent Investment Management LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Nashional Independent Investment Management LLC ‘s web site on the Internet should not be construed by any consumer and/or prospective client as Nashional Independent Investment Management LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Nashional Independent Investment Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Nashional Independent Investment Management LLC, please contact the state securities regulators for those states in which Nashional Independent Investment Management LLC maintains a registration filing. A copy of Nashional Independent Investment Management LLC’s current written disclosure statement discussing Nashional Independent Investment Management LLC‘s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Nashional Independent Investment Management LLC upon written request. Nashional Independent Investment Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Nashional Independent Investment Management LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Nashional Independent Insurance Agency LLC and its appointed agents who are individually licensed in all appropriate jurisdictions.

 

Personal property and casualty insurance products and services are offered through an unaffiliated third party in all appropriate jurisdictions.

 

Nashional Independent Financial Group LLC and other companies referred to within this document are not CPA firms. CPA services are available through an affiliated entity, Hodgson & Nash CPAs PLLC.

Residential mortgage loans and services are offered in Texas through an affiliated entity, NXT Mortgage Company. Jeff Nash NMLS #1823367 and NXT Mortgage NMLS #1582332.

1031 Exchange services are offered through an affiliated entity, Above & Below 1031 LLC. 

Self-directed retirement plans are offered through unaffiliated third-party administrators and custodians. 

Commodity futures and options are offered through Lakefront Futures & Options and aiSource (collectively, “Lakefront”), an unaffiliated third party for which Nashional Financial has no ownership interest.  Jeff Nash serves as a Branch Office Manager for Lakefront. Trading commodity futures, options, and foreign exchange involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Managed accounts and/or managed futures are risky and may not be suitable for all investors. Please consult with a Managed Futures specialist prior to investing.

Nashional Financial, and all other companies referred to, are not attorneys. Please consult with an attorney for legal advice. 

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