Helping You Navigate Wealth, Build Legacy, and Live Fully

Legacy isn’t just a plan, it’s a life well-lived — and well-guided.

You’ve worked hard to get to where you are today. At the Sircy-Hurd Wealth Team, we understand that managing your wealth is deeply personal and often complex — that’s why we’re here to listen, advise, and walk beside you through every step of your financial journey. Whether you’re securing your wealth today or planning for future generations, we work with you to make informed, thoughtful decisions that align with your goals.

More Than Wealth —
It’s Your Story.

As families, businesses, and goals evolve, your vision and priorities may also shift. That’s why we combine deep expertise with a personal touch, working to ensure that your financial strategy is tailored and adaptable to your needs. Behind every conversation is a strategy, a team member, and a thoughtful plan already in motion.

We work collaboratively — with you, your CPA, attorney, or other trusted professionals — to help make sure every aspect of your financial world works together in harmony.

It’s More Than a Job to Us.

It’s a calling — to show up fully, serve with care, and walk alongside our clients with clarity, confidence, and heart.
These aren’t just values on a wall; they’re how we work, how we lead, and how we make sure our clients feel seen, supported, and at peace.

We Show Up Ready

We show up prepared, proactive, and adaptable to change. Our clients trust us because we’re grounded in experience, and flexible enough to make clear and precise adjustments. We do the work, ask the right questions, and aim to deliver thoughtful, informed guidance, every time.

We Step In, Not Back

We don’t shrink back when things get complex — we step forward. Whether it’s navigating a complex financial situation or helping you make difficult decisions, we stay present and engaged. Our team is deeply committed to being there for our clients, no matter what.

We Make It Personal

Care isn’t just a service level — it’s a mindset. We treat our clients the way we’d want to be treated: with curiosity, attentiveness, and excellence. We dig deep into your life and goals, and we don’t watch the clock. We’re here until you feel peace of mind.

We Grow With You

We believe in ambitious growth — for your family, your legacy, and ourselves. We work with focus and purpose, but never at the expense of what matters most. When we’re not in the office, we’re investing in our own families and values, just like we help you do.

Meet Our Team

Each member of our team brings their personal touch and experience to provide holistic, white-glove service.
Learn more about the members of the Sircy-Hurd Wealth Team, and how you can reach us, here.

Zach Hurd
Zach Hurd

CFP®

Partner & Senior Executive Vice President

615-861-6118

Bob Sircy
Bob C. Sircy, Jr.

CPA

Emeritus Wealth Advisor

615-861-3511

Harrison Holder
Harrison Holder

CPA, CFP®

Wealth Advisor

615-861-8871

JT Ernst
JT Ernst

CFP®

Wealth Advisor

615-432-4438

Julie Porter
Julie Molteni Porter

Director of Operations, Sircy-Hurd Wealth Team

615-861-6123

Nicki Schardon
Nicki Schardon

Client Service Associate 

615-884-3634

Colton Jenkins
Colton Jenkins

Client Service Associate 

615-861-6133

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.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
This form is not monitored for product or service solicitations. Please refrain from contacting us here for these purposes.

Our Location

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

Corporate Phone 
615-861-6118

866.712.1657
Nicki Schardon
Nicki Schardon

Client Service Associate

615-884-3634

Nicki Schardon

Client Service Associate

Nicki plays a pivotal role as a client services associate where her responsibilities encompass processing and tracking client activity, managing account openings, and handling money movements. Growing up locally in Franklin, Tennessee, Nicki has deep roots in the community she serves. She finds joy in reading, basking in the sun, and cherishing moments spent with her family.

Colton Jenkins
Colton Jenkins

Client Service Associate
615-861-6133

Colton Jenkins

Client Service Associate

Colton serves as a Client Service Associate on the Sircy-Hurd Wealth Team, where he is dedicated to ensuring seamless client communication, account maintenance, and the efficient handling of money movement and transfers.Before joining our team, Colton attended Western Kentucky University while working as an environmental educator, teaching kids how to kayak, canoe, and appreciate the outdoors. 

Outside of his professional responsibilities, Colton enjoys a variety of hobbies. He is an avid sports fan, particularly of the Kentucky Wildcats, and enjoys watching movies and TV shows, with Star Wars and The Office being his favorites.

Harrison Holder
Harrison Holder

CPA, CFP®

Wealth Advisor

615-861-8871

Harrison Holder

Wealth Advisor

Harrison is originally from Knoxville, TN, where he attended the University of Tennessee and obtained a Bachelor of Science in Accounting with a collateral in Finance and a Master’s degree in Accounting, concentrating in Information Management. There he served as executive leadership with his fraternity and as Vice President of the accounting organization, Beta Alpha Psi. Upon graduation, Harrison began his career as an auditor at Ernst & Young in Nashville, TN, with a focus in service in manufacturing and healthcare. Harrison then joined the Sircy-Hurd Wealth Team in August of 2022 as a team Wealth Advisor. Outside of work, Harrison holds commitments with his church and enjoys spending time with his family and friends, playing music, and traveling.

JT Ernst
JT Ernst

CFP®

Wealth Advisor
615-432-4438

JT Ernst

Wealth Advisor

JT is originally from Hendersonville, TN, and graduated from Auburn University with a degree in Finance. He enjoys the opportunity to work closely with clients and help them feel more confident about their financial future. Outside of work, JT spends much of his time training for endurance sports like marathons and Ironman triathlons. He also enjoys hiking with his wife and their dog, and has a lifelong love for hockey from his years playing competitively growing up. Fall weekends are reserved for college football, as he spends most of his Saturday watching most of the games.

Julie Porter
Julie Molteni Porter

Director of Operations, Sircy-Hurd Wealth Team

615-861-6123

Julie Molteni Porter 

Director of Operations, Sircy-Hurd Wealth Team

A graduate of Middle Tennessee State University, Julie Porter joined SageSpring Wealth Partners in October of 2018. She brings more than 20 years of customer service, client relations, and administrative experience. Julie’s role is vital and includes multiple responsibilities, such as scheduling client meetings, incoming and outgoing correspondence, and communicating with clients on a daily basis.

Just prior to joining SageSpring, Julie worked with a company that provided HR Solutions to a variety of business owners. She helped others connect better with their employees and helps our team connect better with our clients. Julie enjoys working at SageSpring because of the individuals she connects with on a daily basis and the team’s community involvement.

Julie resides in Brentwood with her husband Todd. They have two sons, Jacob and Jordan, and two daughters, Ashleigh and Abby. She currently sits on the Board of Directors for the Brentwood Rotary Club, as well as for the Brentwood Rotary Club Charitable Foundation. She has her Health and Life License. She enjoys spending time with family, watching UT football, and entertaining at home.

Zach Hurd
Zach Hurd

CFP®

Partner & Senior Executive Vice President

615-861-6118

Zach Hurd

Partner & Senior Executive Vice President

Zach Hurd, CFP® is a Partner and Senior Executive Vice President at SageSpring Wealth Partners and a CERTIFIED FINANCIAL PLANNER™ professional. He and his team work closely with clients to help them Navigate Wealth, Build Legacy, and Live Fully through thoughtful, strategic financial planning focused on long-term success.

Known for his relational approach, integrity, and commitment to excellence, Zach advises a diverse group of clients—including business owners, executives, athletes, entertainers, and entrepreneurs—helping them develop, implement, and monitor comprehensive financial plans. He serves as a “quarterback” for his clients, coordinating the many moving parts and key relationships required throughout the lifecycle of a financial plan.

Originally from Portage, Michigan, by way of Chicago, Illinois, Zach earned his degree in Finance and Economics from Bethel University in Minneapolis, MN, with a minor in pre-medical studies. A natural leader, he served as captain of both the basketball and soccer teams during his time at Bethel University.

Zach now lives in Brentwood, Tennessee, with his wife, Jourdan, their daughter, Hallie, and their sons, Hutton and Hardin. They’re active members of Midtown Fellowship Church and enjoy spending time outdoors—whether on the lake, at the golf course, or traveling the world together as a family.

Bob Sircy
Bob C. Sircy

Jr., CPA

Senior Executive Vice President, SageSpring Wealth Partners | Investment Management Consultant, RJFS 
615-861-3511

Bob C. Sircy

Senior Executive Vice President, SageSpring Wealth Partners | Investment Management Consultant, RJFS

Bob Sircy and our team provide clients with a comprehensive financial experience that has helped make SageSpring Wealth Partners one of the nation’s top producing branches of Raymond James Financial Services, Inc. Bob’s integrity and financial expertise, aligned with his designation as a Certified Public Accountant, equip him to advise his clients on virtually any financial issue. His ethical approach combined with his commitment to excellence exemplifies the overall financial assistance provided by our team.

Bob is involved with a number of professional and civic organizations. He is currently serving, or has previously served on a variety of boards and organizations, including:

  • Member of the Nashville Chapter of the Tennessee Society of CPA’s
  • Member of the Financial Planning Association – Middle Tennessee Chapter
  • Member of the Nashville Chapter of Financial Executives International – Past President, and Directorand The Financial Executives Networking Group (FENG)
  • Member of the Finance Committee of the United Way of Metropolitan Nashville – Past Treasurer and Member of the Board of Trustees Alumni
  • Member of the College of Business Alumni Board and Member of the Business Leadership Council
  • Executive Committee, Lipscomb University – recipient of the 2005 Distinguished Alumnus Award
    from The College of Business
  • Member Christian Business Leaders Roundtable
  • Director of the Brentwood Rotary Club, Past Director Brentwood Rotary Club Foundation
  • Director, Wang Foundation for Sight Restoration
  • Past Treasurer and Member of the Board of Directors of the Direct Selling Association, Washington,
    D.C.
  • Past Treasurer and Member of the Board of Directors of the Direct Selling Education Foundation in
    Washington D.C. – the 2008 recipient of the Circle of Honor Award –(annual award to an individual
    based on outstanding service to the Foundation)
  • Past Director and Past Treasurer of BrightStone, Inc., an organization to assist adults with special
    needs
  • Past Director, Live Beyond (formerly Mobile Medial Disaster Relief)

Bob began his business career with what is now Deloitte & Touché. He remained there 6 years rising to Manager. He was then recruited by a local Nashville public company where he served as Vice-President of Finance and Secretary/Treasurer and a member of the Board of Directors. Bob was next recruited to Southwestern/Great American Inc., where he served as Vice-President and Chief Financial Officer and served on the Board of Directors. During his tenure at Southwestern, Bob served as CFO to a number of the Southwestern companies, several of which he helped start, including Southwestern Investment Group (now SageSpring Wealth Partners), Bob has counseled with many executives, employees, and independent contractors. Bob has also taught numerous sessions on personal financial issues, his topic of passion.

A Native of Nashville, Bob graduated from Lipscomb University with a degree in Accounting and Management. While attending the University, he was elected as President of the student body, President of the professional business fraternity, and voted “Mr. Lipscomb” by his peers – one of whom he married. Bob and Karen, married for over forty years, are proud parents of three. They are active members of the Brentwood Hills Church of Christ, and Bob is an alumnus of Christian Leadership Concepts (CLC.)

travis bio
Travis Curatolo

Financial Associate

615.861.6134

Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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.