Chase Keen Wealth Team

Planning with a Purpose

The Chase Keen Wealth Team specializes in personalized comprehensive financial planning, conducting a thorough review of your current situation and creating a plan to help you maximize your potential today and in the future. By guiding you through this process, we will develop a plan and relationship you can trust and have confidence in.

About Us

Our goal is to provide clients with financial confidence. We believe that everyone has unique circumstances, goals, and priorities, and we want to make sure we create a plan you feel confident in. 

It is vitally important to have a relationship with your advisor based on trust. We build relationships by getting to know our clients, allowing them to know us, and developing a comprehensive financial plan with sound and objective advice.

By taking this approach, our clients feel at ease knowing they have not only defined their goals but have a plan to reach them.

Meet Our Team

Learn more about each of the dedicated members of the Chase Keen Wealth Team.

Chase Keen
Chase Keen

CFP®

Financial Advisor

615.861.3509

SageSpring Wealth Partners - Independent RIA in Franklin, TN
Conner Osswald

Financial Planning Associate

SageSpring Wealth Partners - Independent RIA in Franklin, TN
Sydney Mason

Client Services Associate

The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred to in this material.  Any opinions are those of the speakers and not necessarily those of SageSpring Wealth Partners. This material is being provided for educational/information purposes only and is not a complete description of the securities, markets, or developments referred to, is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond James is not affiliated with nor sponsors or endorses the services of Zander Insurance. These policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company. SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. This is an endorsement under the Advisers Act. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

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

Our Location

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

Phone Number 
615.861.3509

Recent Insights

866.712.1657
SageSpring Wealth Partners - Independent RIA in Franklin, TN
Conner Osswald

Financial Planning Associate
615-861-6137

Conner Osswald

Financial Planning Associate

Conner Osswald is a Financial Planning Associate with the Chase Keen Wealth Team, where he provides operational support to clients, assists with processing account needs, and helps execute meetings to ensure smooth, efficient planning. Conner is also actively involved in prospecting new clients, growing the team’s client base, and contributing to the team’s overall success.

Currently working toward earning his CFP® (CERTIFIED FINANCIAL PLANNER® practitioner) certification, Conner is dedicated to expanding his financial expertise to better serve his clients. He is a graduate of Butler University in Indianapolis and is passionate about creating personalized financial strategies for individuals and families.

Outside of work, Conner is an avid fly fisherman and a devoted college football fan. He moved to Nashville in 2021, where he met his wife, Kate. Together, they enjoy outdoor activities like going for walks, attending concerts, and engaging with their church community at Midtown Fellowship 12 South.

Karen Mason
Karen Mason

Client Service Associate

615.861.6100 

Karen Mason

Client Service Associate

With a diverse and eclectic background in customer service, Karen Mason has dedicated her life to helping others in several capacities. Her people-first mentality is a perfect fit for the SageSpring Wealth Partners team, and Karen’s friends in the community knew it was the place for her. After being introduced to our firm by those friends, and hearing about our outstanding reputation, Karen found a place where she was excited to spend her career.

Karen enjoys working in a welcoming, service-oriented environment that is very supportive of everyone. As a customer service associate, she is responsible for supporting her financial advisors on the Keen Wealth Team to help them provide the best guidance and recommendations to all clients in pursuit of their financial goals.

When Karen isn’t in the office, she loves anything that involves food and travel.

Chase Keen
Chase Keen

CFP®

Financial Advisor

615.861.3509

Chase Keen

Financial Advisor

Right before high school graduation, Chase’s family was hit with the unexpected loss of his dad. That day shook what they thought would lie ahead, and they had to develop a plan to make sure they were okay. God took care of them, but there were plenty of challenges.

During the following months, a challenge his family faced was searching for financial guidance, because they had never worked with a financial advisor before. Eventually, they connected with one, but it took time, energy, and several interviews before finding one they trusted.

After earning his business degree from the University of Tennessee, Chase joined Dave Ramsey’s team, coaching and advising financial advisors. There, he developed a foundation of financial principles and philosophies that he still believes in today. After several years with Ramsey Solutions, Chase had a desire to become a financial advisor.

Now, Chase is honored to be in a position that allows him to be the trusted advisor his family was looking for—and for others. He has the personal experience to understand the emotions that can come from unexpected circumstances. This experience allows him to walk with you and guide you through the financial planning process with a unique perspective.

As a CERTIFIED FINANCIAL PLANNER  practitioner, Chase has the education and experience to develop and implement a comprehensive financial plan to help you meet your goals. His goal is to partner with you and develop a lasting relationship built on trust, while executing a plan to help you create a legacy.

SageSpring is aware of and addressing fraudulent WhatsApp accounts attempting to contact individuals with investment advice. Click here for more information.

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.