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NICKOLAS PARKER ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

Southwestern Investment Group’s Nickolas Parker was recently certified by the CFP® Board as a CERTIFIED FINANCIAL PLANNER™ professional. This certification is an advisor’s next step to further their depth of knowledge and expertise in comprehensive financial planning. Nickolas viewed this achievement as yet another way he could offer value to his clients. His completion of this certification illustrates his dedication to those he serves, to understanding and applying complex financial planning concepts, and to the highest of ethical standards. 

As a member of Southwestern Investment Group’s Biggs Wealth Team, Nickolas lends his expertise as a financial advisor following his days as an intern, interning with the team not once but on two separate occasions. Nickolas chose to begin his career with Southwestern Investment Group because of the phenomenal culture of the company and the impact that an advisor can have on an individual’s life.

“To say that we are proud of Nickolas would be an understatement. We’ve loved working with him since he was an intern, so to watch him grow into his own as a CFP® has been such a great experience. Nickolas adds so much to our team, and I am happy to be here to watch him achieve his goals,” says Benjamin Biggs, Vice President at Southwestern Investment Group and leader of the Biggs Wealth Team.

Regarding this latest achievement, Nickolas says, “From the time I was interning with the Biggs Wealth Team, I knew that I wanted to be part of this company and help clients in any way that I could. Fast forward a few years, and I am incredibly grateful for the guidance I’ve had while pursuing my career goals. I’m excited to have achieved this certification and look forward to bringing that value to my clients.” As one of Southwestern Investment Group’s core values is to develop students and leaders, the company celebrates Nickolas corporate-wide, as he is a shining example of this important value within our amazing roster of team members.

Nickolas can be reached at (972) 987-1087 or at nickolas.parker@swinvestmentgroup.com.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.