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Jackson Wilcox Promoted to Financial Planning Professional

Southwestern Investment Group is proud to announce the recent promotion of Jackson Wilcox to Financial Planning Professional. Wilcox was previously responsible for working with business owners and individuals on income tax reporting and financial statement preparation. In his new position, however, he will take on an advisory role to help clients plan and develop their financial strategies. 

Wilcox has been a driven professional from the start. He passed his securities industry essential exams—series 7 and series 66—within the first six months of entering the investment industry. Wilcox also continued his professional development by attending the Barron’s Team conference, learning to implement nationwide best practices in financial planning and investment management. 

Southwestern Investment Group’s Executive Vice President Mark Deering, has enjoyed seeing Wilcox grow as a professional from the minute he began a career with the company. “Jackson Wilcox is an exceptional financial advisor. Team members like him, who have the drive to always seek out learning opportunities, are the foundation of Southwestern’s success. I’m looking forward to his future with our company,” said Deering. 

When asked about what makes financial planning the career for him, Wilcox answered, “My favorite thing about financial planning is knowing the work I do helps to give our clients confidence and have a plan in place, should something unexpected happen.” He plans to pursue further credentials in the industry related to exit planning and retirement plan implementation. 

In Wilcox’s new position, he will have an array of responsibilities, including analyzing investment strategies, determining insurance needs and solutions, planning and coordinating taxes, managing charitable giving analysis and planning, and executing trades, transfers, and money movement. We are proud of his achievements and know that this step will continue to enhance his clients’ experience. He can be reached at (615) 861-8873 or at Jackson.Wilcox@SWInvestmentGroup.com.

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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.