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FRANKLIN, Tenn., April 21, 2023 – SageSpring Wealth Partners is pleased to announce the promotion of Jessica Roberson to Corporate Marketing Manager. Roberson joined the firm as Marketing Coordinator and Branch Associate, RJFS in May
FRANKLIN, Tenn., February 9, 2023 – SageSpring Wealth Partners announced the recent promotion of three team members to leadership positions. Since its transition from Southwestern Investment Group to an independent firm last year, SageSpring has
Franklin, TN – Jeffrey T. Dobyns, Founder and President of SageSpring Wealth Partners and financial professional with Raymond James Financial Services (RJFS), was recently named a member of the 2023 RJFS Chairman’s Council. This marks
Southwestern Investment Group is beyond proud of how much our advisors care for their clients. Melissa Jones is a gleaming example of that. Thanks to a chance encounter with a Southwestern Investment Group team member,
Southwestern Investment Group is grateful for employees who grow with our company, as they contribute to shaping our future. Gerry Macbeth, Southwestern Investment Group’s Chief Financial Officer, is an excellent example of this, because she’s
Southwestern Investment Group hires associates who we know will take care of our customers and look out for their best interests. Compliance and Operations Manager of Southwestern Investment Group, Deborah Jenkins, fits the bill. During
One commonality you’ll find among Southwestern Investment Group associates is that they care about you, your family, and your goals. Sara Clegg is no exception, and you’ll quickly learn that she is dedicated to helping
Our Southwestern Investment Group associates all share one core value: they genuinely care about our clients’ success. Anitra Brennan is no exception. She is a wonderful example of a consultant who dives deep into her
Helping our clients build their way toward their dreams—that’s what Elisa Leftridge Jones loves about her role as Client Operations Executive for the Sircy-Hurd Wealth Team. Her positive spirit and strong-willed determination have led her
SageSpring is aware of and addressing fraudulent WhatsApp accounts attempting to contact individuals with investment advice. Click here for more information.
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.
