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Peterman Wealth Team

Helping Clients Stay the Course

The advisors at the Peterman Wealth Team oversee financial matters for families in Franklin, Tennessee, and the surrounding areas. Our services provide guidance and comfort to our clients in the same way a lighthouse guides a ship on the open seas.

About Us

While we have decades of experience, we’re constantly learning about new financial strategies, investment options, and tax policies. We enjoy educating our clients about the best approaches they can take to accumulating wealth and using it wisely. We know our clients are able to make the strongest decisions for the future when they understand their options. We bring our years of knowledge and our earnest advice to explain those options in a clear, concise, and unbiased manner.

We’re committed to helping our clients have the confidence to retire comfortably and plan for a conservative, debt-free life. Confidence, calmness, and peace comes from having a plan. We want all our clients to experience the independence and freedom that successful financial planning can provide.

Meet Our Team

Learn more about each of the dedicated members of the Peterman Wealth Team.

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Daniel Peterman

CFP®

Financial Advisor

615.861.6108

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Rich Smith
Rich Smith

Senior Executive Vice President | Founder & Emeritus Wealth Advisor, Peterman Wealth Team

615.861.6111

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Dorothi Brown

Registered Operations Associate

615.861.6122

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Kelly Lynch

Client Services Associate

615.861.6122

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Lighthouse Wealth Team, Franklin TN Financial Planner
Taylor Kelchner

Client Services Associate

615.861.6124

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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

Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067

Phone Number
615.861.6124

Recent Insights

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Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. 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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Form ADV Brochure – Post-Fidelity Transition à Form ADV Brochure | Form CRS – Post-Fidelity à Form CRS Transition | Privacy Policy – Post-Fidelity Transition à Privacy Policy

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866.712.1657
Lighthouse Wealth Team, Franklin TN Financial Planner
Taylor Kelchner

Client Services Associate

615.861.6124

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Taylor Kelchner

Client Services Associate

Taylor plays a crucial role as a Client Services Associate for the Lighthouse Wealth Team, where she excels in supporting seamless client communication, meeting scheduling, administrative tasks, and client account opening and maintenance. A graduate of the College of Charleston in South Carolina, Taylor brings a strong academic background and dedication to her role.

Beyond her professional responsibilities, Taylor finds joy in outdoor adventures, particularly hiking with her husband, CJ, and their beloved dog, Obi. Together, they share a passion for exploring new cities and experiencing diverse cultures around the world.

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Dorothi Brown

Registered Operations Associate
615.861.6122

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Dorothi Brown 

Registered Operations Associate

Originally from Middle Tennessee, Dorothi Brown graduated from Bellevue University with a Bachelor of Science in marketing and management. She has been working in the financial industry for over 13 years, previously with TD Ameritrade as an operations manager and Ameriprise Financial as an associate financial advisor. Dorothi was drawn to SageSpring Wealth Partners because of our company culture, core values, and exceptional client service.

She now serves in the Operations Associate role, delegating daily tasks, managing and uploading meeting notes, managing emails, and corresponding with our marketing team. She is also the point person for SEC audits for the Peterman Wealth Team. In addition, Dorothi holds her Series 7, Series 24, Series 63, and Series 66 and Tennessee Life, Health, and Annuity licenses, making her an integral asset to the team.

Outside of work, Dorothi enjoys spending time with her husband, two children, and two fur babies. She enjoys cooking, gardening, and being a Girl Scout Leader.

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Kelly Lynch

Client Services Associate
615.861.6122

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Kelly Lynch

Client Services Associate

Kelly Lynch serves as a Client Services Associate for the Daniel Peterman Wealth Team, where she plays a vital role in ensuring smooth account opening and maintenance processes. With a keen eye for detail, Kelly also manages the team’s schedule and assists with transfers and money movement, making her an integral part of the team’s operations.

A native of Franklin, TN, Kelly currently resides in Spring Hill with her husband and their young daughter, along with their playful Golden Retriever and affectionate cat. She is a proud graduate of Middle Tennessee State University and brings over 10 years of experience in customer service to her role at SageSpring.

Outside of her professional responsibilities, Kelly enjoys spending quality time with her family and pets, often exploring the beautiful outdoors of Tennessee.

Rich Smith
Rich Smith

Senior Executive Vice President | Founder & Emeritus Wealth Advisor, Peterman Wealth Team
615.861.6111

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Rich Smith

Senior Executive Vice President | Founder & Emeritus Wealth Advisor, Peterman Wealth Team

Rich Smith started his career with Southwestern/Great American Inc. selling books part-time with Southwestern and paying his way through Taylor University in Indiana. After college, Rich joined the company full-time as a sales representative. He quickly moved into a leadership position with Great American and developed the largest organization in the company. He served as divisional Vice President and was recently inducted as a Charter Member into Great American’s Hall of Fame. In his 39 year career with the company, he has also served as a Corporate Board Member of Southwestern/Great American Inc.

In January 2006, Rich made the decision to leave Great American and follow his passion in the area of personal finance to join a sister company, Southwestern Investment Group (now known as SageSpring Wealth Partners). He quickly distinguished himself there becoming a member of the Leadership Board and a Senior Vice President.

Rich has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. He is registered with Raymond James Financial Services, Inc. Rich’s focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

Rich has been married to Rhonda, a middle school principal at Christ Presbyterian Academy, for 37 years. They have three children who are all married and live in the Nashville area, along with grandchildren. Besides spending time with family, Rich enjoys watching sports, reading, and playing golf.

*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

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Daniel Peterman

CFP®

Financial Advisor

615.861.6108

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Daniel Peterman

Financial Advisor

Daniel Peterman joined SageSpring Wealth Partners after serving as a financial advisor for several years at another national firm. He earned a double major and graduated with honors from the University of Alabama, and is a CERTIFIED FINANCIAL PLANNER™ professional, with the following licenses: Series 7, Series 66, Life, Health and Annuity Licenses.

Daniel partners with clients to help them set goals and develop their comprehensive plan. His goal is to help bring simplicity to complicated situations. After working as a standalone advisor, Daniel understood the importance of being a part of a team to better serve clients. He says that working alongside likeminded people who have a servant mentality is his favorite part of SageSpring.

In his free time, Daniel loves spending time at Center Hill Lake with his wife, Kendal, and his nine-year-old pit-bull, Tasha. Daniel is an avid hunter, and he and his wife enjoy cooking dinner at least six nights a week.

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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.