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SageSpring Leadership Promotions - Sarah Esposito, Brian Harding, and Chris Warner

SageSpring Wealth Partners Expands Leadership Team by Promoting from Within

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 seen significant growth and success, prompting its leadership team to recognize and promote deserving staff. The three promotions have been awarded to Sarah Esposito, Brian Harding, and Chris Warner. 

Sarah Esposito, formerly the Marketing and Business Development Associate, steps into the role of Director of Advisor Business Development. “I’ve been so impressed with how much Sarah truly cares for everyone in this organization,” said Mark Deering, SageSpring’s Senior Executive VP. “Nobody works [as] effortlessly to support the culture we’ve built here and ensure the pathway is clear for our advisors to successfully grow their businesses.”  

SageSpring’s former Controller, Brian Harding, moves into the role of Chief Finance Officer (CFO). “What Brian is tasked with is no small undertaking, but I trust him completely to manage SageSpring’s financial health while prioritizing our employees’ and our clients’ wellbeing,” said Jeff Dobyns, SageSpring’s CEO. “I am excited to see how Brian’s stewardship of our growth expands in this new role.” 

Chris Warner, SageSpring’s former Director of Human Resources, is now the Chief People Officer (CPO). “In addition to finding talent and being solutions-oriented, the CPO needs to build and maintain our company culture and create a rewarding work environment for our employees,” said Mr. Dobyns. “Chris has proven his abilities in these areas and I’m excited to see him step into new leadership.”

In addition to offering them each his congratulations, SageSpring’s CEO Jeff Dobyns expressed his eagerness for them to enter this new chapter with the organization. “One of our values as a company is supporting our employees, and we will continue to champion them as we evolve,” said Mr. Dobyns. “Sarah, Brian, and Chris are invaluable to us, and we couldn’t be more excited about what the future holds for them–and everyone they’ll influence–at SageSpring.” 

About SageSpring 

From its humble beginnings in 2002 to today, SageSpring–formerly Southwestern Investment Group–has continuously taken a holistic approach to financial advice. By prioritizing clients’ wellbeing, SageSpring gets to know what matters to clients in order to tailor counsel, helping clients reach their financial goals. SageSpring’s comprehensive money-management strategies are designed to help clients build a life of wealth and long-lasting financial independence. 

For more information or to speak to an advisor, visit sagespring.com.

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. 

Sarah Esposito, Brian Harding and Chris Warner are Branch Associates with Raymond James Financial Services, Inc. 

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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.