SEARCH
615.861.6100
team
Barnes Wealth Team

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 barnes
Brad Barnes

CFP®

Executive Vice President, SageSpring 

615-432-4434

Learn More
Envelope
jim grenn
Jim Grenn

Financial Professional, RJFS

615-432-4439

Learn More
Envelope
rachel click
Rachel Click

Client Operations Specialist, SageSpring

615-432-4435

Learn More
Envelope
marypat gilmer
MaryPat Gilmer

Financial Professional, RJFS

615-432-4449

Learn More
Envelope
james ridley headshot 2023
James Ridley

CFP®

Financial Advisor, RJFS

615-861-6132
Learn More
Envelope

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.

Our Location

12 Cadillac Drive, Suite 100
Brentwood,
TN 37027

615-432-4434

Recent Insights

mom and dad hold baby legs.

How to Plan Financially For A Baby

In the excitement of a new baby on the way, many couples forget how important it is to think beyond the costs of nursery décor, bassinets, and those adorable onesies. While those are important, some

Read More +
VIEW ALL BLOGS

Disclosure Information

© 2023 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Read full Disclosure

 

© 2023 |  Associated with Raymond James  |  Client Summary

SEARCH
615.861.6100
Clay Crothers
Clay Crothers

Financial Advisor, SageSpring 
615.432.4445

Envelope

Clay Crothers 

Financial Advisor, SageSpring

Originally from Nashville, Clay Crothers grew up going to activities at Lipscomb and ended up graduating from the University years later with a degree in Sports Management and a Master of Business Administration degree. During his time at Lipscomb, Clay served as an Assistant Coach for the Women’s Basketball team for 4 years and was also actively involved with social clubs and mission trips to Honduras and Nicaragua.

In his role as Financial Advisor at SageSpring Wealth Partners, Clay’s goal is to help others achieve their goals and build relationships along the way. This, along with the values set forth by SageSpring, are just a couple examples of what brought him here.

Clay’s favorite thing about working at SageSpring is the people. He is thankful for the culture and the desire of everyone to help each other, and he enjoys getting to know the clients he comes in contact with.

Outside of work, Clay attends Ethos Church, enjoys playing and watching sports, and spends time with family. His favorite sports to play are hockey, golf, soccer, and basketball. 

 

marypat gilmer
MaryPat Gilmer

CFP®

Financial Professional, RJFS 
615-432-4449

Envelope

MaryPat Gilmer

Financial Professional, RJFS 

rachel click
Rachel Click

Client Operations Specialist, SageSpring
615-432-4435

Envelope

Rachel Click 

Client Operations Specialist, SageSpring

Rachel has served as the Client Operations Specialist for Bradley Barnes, CFP®, since joining SageSpring Wealth Partners in 2012. Her daily responsibilities include maintaining plan reviews, account maintenance, and assisting clients with money movement and transfers. She has a passion for helping others and loves getting to know her clients on a personal level, always seeking new ways to address their financial planning needs. In May 2022, Rachel was honored to receive the award for RJFS Branch Associate of the Quarter*.

Prior to joining SageSpring, Rachel held a number of business administration and customer relations positions where she gained extensive knowledge. She graduated with a Bachelor of Science degree in Early Childhood Education from Georgia Southern University.

Originally from Thomasville, Georgia, Rachel has called Tennessee her home since 2009, although she loves her Georgia roots and welcomes any chance to go back. Outside of work, Rachel enjoys spending time with her husband, friends, and family exploring middle TN and all it has to offer. She loves traveling, getting outdoors, and listening to live music, and is continually scouring her cookbook collection to inspire her next recipe.

*The Branch Associate Recognition Program is an internal Raymond James recognition that runs on a calendar year and winners are chosen based on a point system. Associates earn points through Core Program Qualifiers and Educational Program Qualifiers. Core Program Qualifiers, such as industry licenses, designations, academics, and tenure, are awarded as earned and will not expire. Educational Course Qualifiers, consist of topics that focus on Practice Management, as identified by PCG Senior Management, and points are awarded as earned and reset each calendar year. The top 600-point earners will be recognized. To be eligible, a minimum year-end appraisal score of Valued Contributor is needed. Also, associates must be employed prior to July 1st of the calendar year. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. No fee was paid in exchange for this award/rating.

jim grenn
Jim Grenn

Financial Professional, RJFS 
615-432-4439

Envelope

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 barnes
Brad Barnes

CFP®

Executive Vice President, SageSpring 
615-432-4434

Envelope

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.

james ridley headshot 2023
James Ridley

CFP®

Financial Advisor, SageSpring 
615.861.6132

Envelope

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.

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Envelope Linkedin-in

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

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