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Advisor Spotlight: Katie Centofonti, CFP®

Exceptional advisors pave the way for client success. Through sensible, goal-oriented financial strategies and years of experience, they take care of everyone who walks through our doors. It’s this client-focused mentality our advisors share that makes Southwestern Investment Group what we are—a trusted, reputable source of financial guidance.

Today, we’re shining a light on wealth team leader Katie Centofonti,CFP® to give you insight into her background, how she came to Southwestern Investment Group, and what she loves about her job.

Katie’s Background

Growing up in a small ski town in Vermont—with a population of 2,000—Katie’s graduating class was made up of only 40 students! After graduating, she wanted to get out of the cold and live in an area with more people and diversity, so she moved to Tampa, Florida, to attend college.

Katie attended the University of South Florida for her undergraduate degree, where she majored in marketing and management. She then went on to earn her MBA from the University of Florida. After college, Katie began working at the Raymond James corporate office in the compliance department. She then passed her FINRA Series 4, 7, 24, 31, 53, and 66 exams.

How Katie Came to Southwestern Investment Group

Katie lived in Florida until 2013, when she moved to Nashville to join Southwestern Investment Group. She had always loved Nashville and dreamed of living there, so when she turned 30, she figured it was now or never! Katie shared her dream with her manager at Raymond James, who was incredibly supportive and encouraging. Her manager quickly reached out to the Regional Director of Tennessee and asked him to connect Katie with Jeff Dobyns, Founder and President of Southwestern Investment Group. Within a month, she flew to Nashville to interview with Jeff, and it was then that she knew she wanted to work at Southwestern.

Katie’s Joys in Her Personal and Professional Life

When asked what she loves about her role, Katie replied, “I absolutely LOVE helping people! I grew up with a single mom who lived paycheck to paycheck, and it is so gratifying when I can provide guidance to make someone’s life a bit easier. If you have a passion for helping people, this is such an amazing career!”

Katie lives in Brentwood with her partner, Joe, who she met in Florida, and their sweet, six-month-old baby girl. Outside of being a mom, she loves running, practicing yoga, and eating as much chocolate as she can!

Are you ready to build your financial strategy? Contact us today to schedule a consultation.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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.