We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
Starting a relationship with a financial advisor can seem challenging, but it’s actually much easier than you might think. From finding an advisor to building a warm working relationship, your journey can help build your confidence in
Are you inspired to set self-improvement goals in the New Year? One area where small, meaningful improvements can be made is in your financial situation. When it comes to finances, tiny changes you make now
Giving back is a part of our DNA, and we love that it’s important to our investment clients as well. Since Southwestern Investment Group was established in 2002, so much has changed in the financial
Granting someone a power of attorney is a decision that requires great trust and great responsibility. If you’ve been asked to serve as someone’s power of attorney, or you’re considering granting that power to someone,
Humans have a natural impulse to compare themselves to others. When children are young, you’ll often see them comparing their toys to ones that a friend has. Adolescents often want to wear the same brand of clothing
While it can feel liberating to shed piles of paper documents, financial statements, and receipts all at once, there’s nothing worse than disposing of something you later need. Since many financial records are stored electronically,
The holidays can be such a joyful time for both giving and receiving. Caught up in the joy of the season, you may be tempted to put your financial awareness on the back burner. However,
If you have student loans, you’ve probably considered refinancing more than once. One question likely stopped you from going through with it: Is this a wise choice? It’s a common thought that many of our
As the end of the year approaches, you may be thinking about filing your taxes. You may have also noticed that the IRS is running a bit behind lately on sending tax refunds. How can
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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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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.
