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Carpenter Wealth Team

Protecting What Matters — Preparing for What’s Next

At the Carpenter Wealth Team, we bring a dynamic perspective to wealth management shaped by real-world experience, deep relationships, and a commitment to serve. We guide our clients through life’s complexities and turning points—from building wealth, to navigating business transitions, to leaving a legacy rooted in values. With us, it’s not just planning—it’s partnership.

About Us

We don’t believe in one-size-fits-all advice. We take a deeply personal, strategic approach to your finances—one built on trust, values, and long-term vision. Based in Winter Park, Florida, our team is dedicated to serving individuals, families, and entrepreneurs through all of life’s transitions, challenges, and celebrations.

Our process is built on true partnership. We take the time to understand what matters most—your goals, your family, your faith, and your legacy. Whether you’re preparing for retirement, planning the sale of a business, or navigating complex estate and tax strategies, we bring sound investment strategies and holistic planning to help you move forward with confidence.

Meet Our Team

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

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Bryant Carpenter

CFP®, AAMS®

Financial Advisor

407.663.0273

Learn More
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Specialized Planning for Business Owners

Owning and growing a business requires focus and grit—so when it’s time to plan for what’s next, you need a partner who understands the stakes and can guide you with clarity. We help business owners navigate each phase of the business lifecycle with strategies tailored to protect and grow their personal wealth.

Pre-Transaction

Position your business—and yourself—for a successful exit.

Business valuation guidance and preparation

Ownership structure and entity review

Tax-efficient strategies for liquidity events

Goal setting for life after the business

During the Sale

Support and strategy when it matters most.

Coordination with your CPA, attorney, and M&A team

Timing and cash flow planning

Investment transition planning

Risk management and protection strategies

Post-Transaction

Turn the sale into long-term security and purpose.

Portfolio design aligned with your new lifestyle and goals

Tax-efficient withdrawal strategies

Estate and legacy planning

Charitable giving and philanthropic strategies

Our Wealth Planning Services

Through a variety of wealth planning services, our team has the knowledge and experience to guide you in almost every aspect of financial planning. Below is a broad list of our wealth planning services.

Retirement
  • Goal-Based Planning
  • Retirement Contributions
  • Retirement Withdrawal Planning
  • Social Security Strategy
  • Pension Optimization
  • Medicare Planning
Investments
  • Investment Selection
  • Asset Allocation
  • Portfolio Management
  • Investor Risk Assessment
  • Cash Management
  • Education Planning
Taxes
  • Tax Return Review
  • CPA Coordination
  • Tax Loss Harvesting
  • Roth Conversion Strategy
  • Ongoing Tax Reporting
  • Charitable Giving Strategies
Business Owner
  • Entity Structure Comparison
  • Retirement Plan Consulting
  • Succession Planning
  • Buy Sell Agreements
  • Employee Benefits
Estate Planning
  • Estate Document Coordination
  • Beneficiary Review
  • Asset Protection
  • Trust Implementation
  • Legacy Planning
Risk Management
  • Emergency Fund Determination
  • Life Insurance Analysis
  • Disability Protection
  • Long-Term Care Planning
  • Property & Liability Protection
  • Key Man Insurance
Employer
  • Employer Plan Contributions
  • Retirement Plan Investments
  • Option Execution Strategies
  • Deferred Compensation
  • Stock Plan Analysis
Other
  • Behavioral Financial Coaching
  • Divorce Settlement Consulting
  • Windfall Investment Plans
  • Cashflow Analysis
  • Money Movement
  • Securities Based Lending

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 distinct, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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SEARCH
866.712.1657
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Bryant Carpenter

CFP®, AAMS®

Financial Advisor

407.663.0273

Envelope

Bryant Carpenter

Financial Advisor

Based in Winter Park, Florida, Bryant is dedicated to serving families and individuals navigate some of life’s most complex transitions and conversations. With a focus on sound investment strategies and financial planning, he brings experience in retirement, estate, and tax planning—especially for business owners navigating the complexities of a sale or transition.

Before becoming a financial advisor, Bryant spent nearly a decade at CNL Financial Group, where he educated financial professionals on private equity, private credit, and real estate investments. He began his career as a Financial Advisor at Raymond James before joining SageSpring in 2025.

Bryant’s path to financial services was anything but ordinary. After earning his degree from Hofstra University, where he played Division I football following his first two collegiate years at Southern Miss, his first job out of college was working on a safari in Mozambique, Africa. That experience shaped his perspective and deepened his appreciation for relationships and long-term vision, which now inform the way he serves his clients.

Outside the office, Bryant is a devoted husband and proud father of three boys (ages 7, 5, and 3). He loves spending weekends at New Smyrna Beach, cheering on his sons at their sporting events, and playing golf when he can. He’s actively involved in the Fellows Program at First Presbyterian Church of Orlando, where he continues to grow in faith and leadership.

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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.