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Jacob Greene | SageSpring Wealth Partners Financial Advisor
Greene Wealth Team

Leading Families to Confidence in Their Financial Well-Being

Knowledge is in abundance today, but wisdom is still as scarce as ever. At the Greene Wealth Team, our goal is to help give you peace, confidence, and independence in your financial life, no matter where you are or what you’re working towards.

About Us

Put simply, we help people accomplish their financial goals and live out their financial values. We do this by creating comprehensive financial plans that are tailored to you, and by giving you guidance as life changes inevitably happen. By taking into account your goals, values, financial past, and present situation, you can have confidence in each decision you make moving forward.

Our areas of specialization are retirement and income expense projections, investment management, tax mitigation, risk management, insurance planning, and estate planning. We’ll make sure you feel knowledgeable in each of these areas and help you implement each decision we make together. As your life changes and your goals pivot, we keep your plan up-to-date, so you’ll have someone in your corner that knows you well and can give you sound, competent advice.

Meet Our Team

Learn more about the Greene Wealth Team’s experience, education, and passions.

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Jacob Greene

CFP®

Financial Advisor, SageSpring Wealth Partners | Investment Professional, RJFS

615-637-2072

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John Power

Client Services Associate, SageSpring | Branch Associate, RJFS

615-432-4450

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Our Services

Financial Planning

Don’t know what to do next or how to do it? We’ll create a comprehensive financial plan that gives you clarity on your next steps and helps you accomplish your goals.

Retirement Planning

Enter into retirement with certainty around your income needs and projected expenses. We’ll take into account healthcare expenses, long-term care needs, inflating costs of living, and other retirement goals you have.

Tax Strategy

We’ll find ways to manage your tax burden through tax-efficient investing, annual tax return analysis, proper tax reporting, and integration of future tax code changes.

Investment Planning

As the engine to any good financial plan, we’ll make sure your investments are in line with your long-term goals and help you grow in knowledge and confidence around them.

Estate Planning

Wills. Trusts. Powers of Attorney. Why are they important and what is appropriate for me? We’ll give you guidance as you create and update your plan to pass down your wealth.

Insurance Planning

Get advice on your current and future insurance needs to make sure you are not over-insured or under-insured. Learn what risks are worth taking and which are not.

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.

Our Process: What to Expect

Step 1

Initial call.
Let’s have a conversation. We’ll introduce ourselves, you’ll introduce yourself, and we’ll see what you’re looking to accomplish.

Step 2

Discovery meeting.
We’ll get to know your goals, values, and current financial situation. You’ll get to know us more in-depth as well. In-person or Zoom call.

Step 3

Planning meeting.
From what we’ve discovered in step 2, we’ll create a financial plan for you and discuss any opportunities we’ve found that will help you accomplish your goals.

Step 4

Implementation & ongoing relationship.
We’ll help you implement the action items from step 3 and be with you moving forward as we review your plan periodically and update it with any changes to your life or goals.

Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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Our Location

Street Address
12 Cadillac Drive, Suite 100
Brentwood, TN 37027

Phone Number
615-637-2072

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Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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© 2024 |  Associated with Raymond James  |  Client Summary

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866.712.1657
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John Power

Client Services Associate, SageSpring | Branch Associate, RJFS 
615-432-4450

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John Power 

Client Services Associate, SageSpring | Branch Associate, RJFS

With a strong focus on putting clients first, John is responsible for assisting with client onboarding, account maintenance, money movements, and establishing internal and external processes. In order to ensure all client matters are handled with timeliness and precision, John is committed to developing and maintaining efficient processes and meticulous attention to detail. He also supports three wealth team offices with administrative tasks.

John’s undergraduate degree in history with a minor in international studies from the University of Tennessee at Chattanooga, equips him with a keen understanding of diverse perspectives and the ability to connect with clients on a more personal level. His Tennessee roots, spanning from Franklin to Nashville and the Cookeville area, further strengthen his understanding of the local community and its values.

John’s dedication extends beyond client support. He is a passionate individual with a variety of interests. As a die-hard Nashville Predators fan, he embraces the thrill of competition. He enjoys delving into both fantasy novels and historical non-fiction, reflecting his intellectual curiosity. John’s musical tastes also traverse genres, from 70s classic rock to classical music and beyond.

John has a high value for learning, whether it’s mastering new languages or exploring the art of cinematography. This constant pursuit of knowledge fuels his thirst for travel, a favorite pastime that takes him all over the world. When it’s time to return home from his global adventures, John is always happy to reunite with his dog, Juniper, and cat, Clementine.

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Jacob Greene

Financial Advisor, SageSpring Wealth Partners | Investment Professional, RJFS 
615-637-2072

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Jacob Greene 

Financial Advisor, SageSpring | Investment Professional, RJFS

Jacob Greene is originally from Knoxville, TN and is a graduate of The University of Tennessee with degrees in Psychology and Philosophy. His desire as a financial planner is to help people avoid the financial pitfalls that cause them unnecessary stress in their lives and to help them navigate through major life events. Having served hundreds of families, he has worked with folks in all different life stages and with many different values and goals. When not in the office, Jacob spends time with his wife Claire and their new baby boy. They are fans of Tennessee and Baylor football and enjoy taking hikes together to scenic lookouts. They aim to lead a peaceful, faith-filled life, and they co-lead a bible study with their long-time friends in Nashville. 

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

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.