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Hall Wealth Team

Encouraging and Inspiring Purposeful Financial Stewardship

Our approach to wealth management is rooted in purpose. We understand that financial decisions are deeply personal, shaped by your experiences, values, and aspirations. That’s why we focus on more than just investments—we help you craft a strategy that reflects what matters most to you. Whether through charitable giving, tax-efficient investing, or legacy planning, we are committed to helping you make informed choices that honor your goals and create a meaningful impact.

About Us

At Hall Wealth Team, we believe that wealth is more than numbers—it’s an opportunity to create lasting impact. With a deep commitment to trust and expertise, we partner with families to create financial strategies that honor their aspirations and support future generations. Whether you’re focused on growing your assets, giving back to your community, or securing a legacy for future generations, we provide the expertise and personalized guidance to help you navigate your financial journey with confidence. 

Meet Our Team

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

 
Joel Hall

AAMS®

Financial Advisor

407.794.0275

Learn More
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Extensive Wealth Planning Services 

Retirement Income Planning

We help business owners plan for the sale of their company with foresight and precision. From assessing deal structures to coordinating with legal and tax advisors, we provide guidance through every stage of the transaction. Our goal is to help you get the outcome that’s right for you—not only financially, but in a way that supports your broader vision for life after the sale.

Tax-Integrated Planning

With our team’s tax-integrated planning guidance, you can feel confident in mitigating your taxes, while also working to enhance the use of your income sources. With the goal of reducing your lifetime tax liability and maximizing both your marginal brackets as well as annual deductions, tax-integrated planning can help you keep more money in your family.

Charitable Giving

As charitable giving is a part of our core values, you can trust our team to help you achieve your philanthropic goals with guidance on a focused approach to charitable giving. From identifying charitable organizations of interest to helping you maximize the impact of your gifts, you’ll be on your way to giving back while making the most tax-efficient choices along the way.

Inheritance Planning

Though it can be an uncomfortable topic, inheritance and estate planning will be one of the most important things you can do to help protect your assets and help your family avoid unnecessary taxes and potential disagreements in the event that something happens to you. Our team approach can help you with the process of amending or creating an estate plan that truly matches your wishes.

Tax-Efficient Investing

Investing your money might seem complicated, but it’s critical to helping you achieve your financial planning goals. That’s why it’s important to work with an experienced team like ours for guidance in choosing the right investments, as well as the right accounts to hold your investments. Additionally, we can help you maximize the tax efficiency of your portfolio and lower the effects of taxes on your investments.

Community Impact

It’s a passion of ours to provide clients with opportunities to support local and global community economic development, revitalization, and sustainability. Through community impact investing, we can help you allocate a portion of your portfolio to social impact assets that will truly leave a mark within your local community.

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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866.712.1657
Joel Hall

AAMS®

Financial Advisor
407.794.0275

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Joel Hall

Financial Advisor

Joel Hall is a financial advisor at SageSpring Wealth Partners, where he is dedicated to helping clients align their financial decisions with their values. With a deep passion for charitable giving, tax-efficient strategies, and personalized wealth management, Joel partners with individuals and families to create lasting financial legacies. He believes that financial stewardship is not just about wealth—it’s about purpose, impact, and serving others.

Before joining SageSpring, Joel served as Vice President for the National Christian Foundation Orlando, where he guided families in multiplying their generosity through tax-efficient giving strategies. Prior to that, he worked at CNL Financial Group, where he collaborated with over 3,000 financial advisors across multiple states to distribute alternative investment strategies in commercial real estate, private credit, and private equity.

An Orlando native and a proud Tar Heel, Joel earned his bachelor’s degree from the University of North Carolina at Chapel Hill.

Joel and his wife, Anna, are proud parents to James, 4, and Eloise, 2. They are deeply involved at First Presbyterian Church of Orlando, where Joel serves as an Elder.

He also currently serves on the community leadership counsel for the Howard Phillips Center for Children and Families.

When he’s not in the office, Joel loves traveling, exploring new cities, and hiking in the mountains. Whether it’s an outdoor adventure or simply gathering around the table for a meal, he finds the greatest joy in spending quality time with close friends and family.

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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.