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Looking at Your Past to Plan Your Future

Our ultimate goal is empowering our clients to reach financial confidence. To us, financial confidence means understanding your personal financial profile, and putting in place systems, investments, and savings to ensure financial stability—both now and into the future. Markets can be unpredictable, and you need an experienced and skilled financial advisor to walk beside you on your financial journey.

About Us

We specialize in holistic, comprehensive financial planning. First, we take a look at your entire financial history. We consider retirement funds, investments, tax history, and current expenses. With that information powering our thinking, we start to look to your future. We suggest strategies that will keep your wealth in good financial health for the long term.

We do all this in a clear and direct way, so that you can fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we analyze all the options to come up with an approach that fits your goals and needs.

Meet Our Team

Learn more about each of the dedicated members of the Barnes Wealth Team.

 
brad
Brad Barnes

CFP®

Executive Vice President, SageSpring 

615-432-4434

jim grenn
Jim Grenn

CFP®

Financial Professional, RJFS

615-432-4439

rachel click
Rachel Click

Executive Assistant to Brad Barnes, CFP®, SageSpring | Executive Assistant, RJFS

615-432-4435

marypat
MaryPat Gilmer

CFP®

Wealth Advisor, RJFS

615-432-4449

isaac lindell
Isaac Lindell

Mentee, SageSpring | Branch Associate, RJFS

615-432-4445

ashley patterson
Ashley Patterson

Client Services Associate, SageSpring

615-432-4442

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James Ridley

CFP®

Financial Advisor, RJFS

615-861-6132

What Our Clients Say About Us

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.

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Our Location

12 Cadillac Drive, Suite 100
Brentwood,
TN 37027

615-432-4434

Recent Insights

866.712.1657
ashley patterson
Ashley Patterson

Client Services Associate, SageSpring
615-432-4442

Ashley Patterson

Client Services Associate, SageSpring

Ashley is an essential member of the Barnes Wealth team, as she has a passion for building relationships and helping people. Her responsibilities include assisting clients with account maintenance, money movements, and any other operational requirements that may arise. Ashley is enthusiastic about working with clients and getting to know them personally.

Prior to joining the Barnes Team at SageSpring, Ashley worked in athletics at Clemson University in a customer relations position. She graduated from Clemson University in 2020 with a degree in Sports Communication and in 2022 with a master’s degree in athletic leadership.

Ashley is originally from Marietta, GA, but recently moved to Nashville with her husband, Kane, in May of 2023. She enjoys nothing more than spending time with her family, traveling, and watching football. Since moving to Nashville, Ashley enjoys eating at all the amazing restaurants, shopping, and spending time at Tims-Ford Lake with family.

isaac lindell
Isaac Lindell

Mentee, SageSpring | Branch Associate, RJFS
615.432.4445

Isaac Lindell

Mentee, SageSpring | Branch Associate, RJFS

Isaac is thrilled to be joining the Barnes Wealth Team as a mentee. He aims to improve his skills in financial planning so that he can assist advisors in preparing for client meetings and maintaining strong relationships with clients.

Isaac was born and raised in Indiana. He met his wife, Rebecca, while studying at Purdue University, where they both graduated in May 2023. They soon got married after that. In his free time, Isaac loves to support the Boston Red Sox and Indianapolis Colts, as well as reading and painting. 

marypat
MaryPat Gilmer

CFP®

Wealth Advisor, SageSpring 
615-432-4449

MaryPat Gilmer

Wealth Advisor, SageSpring

MaryPat is a valuable asset to the Barnes Wealth Team. She assists clients with their planning and investments, addressing any day-to-day requests they might have. Additionally, MaryPat helps create and implement financial plans for individuals and families. She also maintains the team’s detailed databases to ensure that important information is always top of mind and everyone is on the same page with clients. 

MaryPat and her husband Alec have a daughter named Eloise and two chocolate labs. When she’s not working, MaryPat enjoys traveling to the lake or the beach with her family and friends. They also like attending festivals and events that take place in Downtown Franklin or Leipers Fork. MaryPat holds a Master’s degree in Family Financial Planning and Counseling from the University of Alabama and is an avid Alabama fan.

rachel click
Rachel Click

Executive Assistant to Brad Barnes, CFP®, SageSpring | Executive Assistant, RJFS
615-432-4435

Rachel Click 

Executive Assistant to Brad Barnes, CFP®, SageSpring | Executive Assistant, RJFS

Rachel plays an important role in the Barnes Wealth Team, managing Brad’s company duties as Executive Vice President and Partner of SageSpring, as well as scheduling all team and client meetings and events. Since joining the team in 2012, she has gained broad experience in all areas of client operations. Rachel has a passion for helping others and enjoys building personal relationships with her clients while assisting them with their financial needs.

Originally from South Georgia, Rachel has a deep connection to her Southern roots and describes herself as an old soul. She holds a bachelor’s degree in early childhood education from Georgia Southern University, but she is grateful paths led her to SageSpring. Rachel strives to serve the Lord in all aspects of her life, both at work and in her free time. She enjoys spending time outdoors, visiting with loved ones, trying new recipes, and traveling and exploring new places with her husband Cody.

jim grenn
Jim Grenn

CFP®

Financial Professional, RJFS 
615-432-4439

Jim Grenn 

Financial Professional, RJFS

A native of Hattiesburg, Mississippi, Jim Grenn graduated from the University of Southern Mississippi with a degree in Biochemistry. After an internship during college, he was hired on full-time with a Raymond James team in Hattiesburg. After four years, Jim moved to Nashville to continue and further develop his role as a wealth advisor with SageSpring Wealth Partners.

As a wealth advisor for the Barnes Wealth Team, Jim sits down with clients to listen and empathize with their current financial situations, as well as their future financial motivations and needs. Jim works alongside his team to help create a holistic financial plan for their client to help them better steward their assets.

One of the things Jim enjoys most about SageSpring is the synergy within the Barnes Wealth Team and the company as a whole. After watching the financial advising industry change throughout the years, he appreciates how SageSpring has been a front runner in helping clients and putting their best interests first, while also growing as a business.

Outside of work, you can find Jim with his wife, Madeline, either on a walk with their pup Murph or in a coffee shop reading a book or writing poetry. An amateur fisherman, Jim tries to get to a river or back home by the Gulf as much as possible. A follower of Christ, Jim is excited to start a family in Nashville, while also finding new gospel community.

brad
Brad Barnes

CFP®

Executive Vice President, SageSpring 
615-432-4434

Brad Barnes 

Financial Professional, RJFS

Brad Barnes is a CERTIFIED FINANCIAL PLANNER practitioner at SageSpring Wealth Partners.

His specialty is providing sound investment strategies designed to build wealth through comprehensive financial planning. Some of those comprehensive planning services include retirement, estate and tax planning with an emphasis in excellent customer service.

Brad is originally from Knoxville, TN. Brad graduated Summa Cum Laude from the University of Tennessee in May 2006 where he obtained a degree of Business Administration in Finance and Accounting. After graduation, Brad spent two years serving with a college ministry, Reformed University Ministries, on campus at Wake Forest University in Winston Salem, NC. Brad also previously worked for the Southwestern Company the summer of 2005 in an internship capacity.

Brad enjoys residing in Nashville, TN where he spends much of his time attending local music events and playing golf, as well as spending time with family and friends. He is active in his local church, Midtown Fellowship Church, that meets in downtown Nashville.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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James Ridley

CFP®

Financial Advisor, SageSpring 
615.861.6132

James Ridley

Financial Advisor, SageSpring  

James Ridley is originally from Henderson, Kentucky. He attended Belmont University, where he graduated with a business degree in Entrepreneurship. After some successful years as a real estate investor, James decided to pursue his passion for helping families understand their financial situation and assist them in reaching their goals.

As a CERTIFIED FINANCIAL PLANNER, James works hand in hand with clients to create, implement, and maintain plans for those seeking financial freedom. James has a desire to serve others and is excited for the opportunity to learn more about clients’ lives and what is important to them.

Outside of work, James enjoys volunteering with Young Life and spending time outdoors – where he can often be found playing soccer, hiking, or going rock climbing.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

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.