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Hart Wealth Team

Honest Advice for Every Client

Our team works with clients in all stages of their lives. Whether you are just starting to save or you are now reaping the rewards of years of savings, we can help you navigate all stages of your financial journey. Regardless of your age, income, and goals, we want to help you enact a strong, long-term plan in order to achieve financial independence.

About Us

At our core, we’re focused on serving and educating clients so they can make the best financial decisions possible. Through ongoing guidance and prudent financial planning, our clients have confidence in the outcome of their retirement even as their life and career continually evolve. This is evidenced by the numerous referrals from existing clients over the years to the Hart Wealth Team.

Our clients highly value the objective and impartial advice they receive as a result of our independence from any particular investment or insurance product. With over 30 years of industry experience, the Hart Wealth Team knows there is no “one-size-fits-all” when it comes to financial planning, as every individual and family is truly unique and requires an intimate approach.

We look forward to earning your trust and confidence.

Meet Our Team

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

Brian Hart
Brian Hart

CFP®

Executive Vice President, SageSpring | Financial Professional, RJFS

972-987-1180

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Lindsey Wilson
Lindsey Wilson

Financial Advisor, SageSpring


972-987-1180

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Melanie Hunt
Melanie Hunt

Client Service Assistant, SageSpring


972-987-1174

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stephen hogue
Stephen Hogue

Mentee, SageSpring | Branch Professional, RJFS


972-987-1179

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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

Street Address
2601 Network Blvd., Suite 101
Frisco, TX 75034

Phone Number
972-987-1180

Recent Insights

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How to Plan Financially For A Baby

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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.

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© 2023 |  Associated with Raymond James  |  Client Summary

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615.861.6100
stephen hogue
Stephen Hogue

Mentee, SageSpring | Branch Professional, RJFS
972-987-1179

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Stephen Hogue

Mentee, SageSpring | Branch Professional, RJFS

Stephen demonstrates a strong worth ethic and is committed to delivering excellent customer service. In his current role, Stephen focuses on learning the responsibilities of a financial planner and demonstrating professionalism by supporting the Hart Wealth Team’s client operations. In order to ensure all client matters are handled in a timely and professional manner, Stephen is committed to improving the efficiency and excellency of the Hart Wealth Team’s daily operations. 

Stephen’s entrepreneurial spirit sparked at the young age of 13 when he started a puppy cleaning service with his brother. Hogue accredits both his work ethic and passion for providing unparalleled customer experiences to the time he spent creating value for customers under different business ventures in his earlier years. Stephen has gained invaluable experience serving across industries from lawn care service, to food service, and automotive. Prior to joining SageSpring, he dedicated 7 years to refining his customer service skills in the high-end automotive industry at Cadillac and Mercedes-Benz of Plano. 

When he is not serving the Hart Wealth Team and their clients, Stephen enjoys spending quality time with friends and family, engaging in friendly board game competitions, organizing movie nights, or attending car shows. Prioritizing his physical well-being, Stephen also finds value in spending time working out at the local rec center.  

Melanie Hunt
Melanie Hunt

Client Service Assistant, SageSpring  
972-987-1174 

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Melanie Hunt 

Client Service Assistant, SageSpring 

Melanie is the Client Service Associate to Brian Hart and is responsible for providing outstanding service to the team’s valued clients, acting as a key resource for all client inquiries and ensuring follow-up actions are completed in a timely manner.

Melanie joined the Hart Wealth Team at SageSpring Wealth Partners in 2022 after spending time at home to raise her family.

Outside of the office, Melanie devotes her time to her two sons, Landon, 10, and Jamison, 8, as well as her two dogs, Bailey, and Zoe. She enjoys being outside as much as possible and watching her boys play sports. 

Lindsey Wilson
Lindsey Wilson

Financial Advisor, SageSpring 
972-987-1180 

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Lindsey Wilson 

Financial Advisor, SageSpring 

After graduating from Ohio State University with a Bachelor’s degree in Financial Management, Lindsey Wilson began her journey into finance. She has over eleven years of experience in the finance industry. Before moving to Texas, Lindsey worked for a Raymond James office in Ohio for almost seven years.

After deciding to move to the Dallas area, Lindsey researched local practices and was very impressed by the team at SageSpring Wealth Partners. After interviewing in the Spring of 2017, she knew she had found her new work family.

Lindsey is now a Financial Advisor on the Hart Wealth Team. She enjoys building strong relationships and creating financial plans designed to help each and every client reach their financial goals. Helping others has always been a passion of hers, and she is able to fulfill that passion here.

Beyond the office, Lindsey enjoys spending time with her dog, Duke, exploring the outdoors, traveling, live music, and attending sporting events. She especially enjoys watching college football and her favorite team, the Ohio State Buckeyes. She loves spending time with her twelve nieces and nephews and has also volunteered her time to CASA, a children’s advocacy program. 

Brian Hart
Brian Hart

CFP®

Executive Vice President, SageSpring | Financial Professional, RJFS  
972-987-1180 

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Brian Hart 

Executive Vice President, SageSpring | Financial Professional, RJFS 

Brian is dedicated to providing each of his clients with a comprehensive and personalized plan to help reach their financial goals. Brian’s extensive knowledge and expertise has helped countless clients make the vision of their future a reality by helping them achieve financial freedom.

Brian started his career in the 90’s by working for a large bank to help pay for college. During this time, he learned the meaning of serving clients well. He quickly moved up the ranks and was managing client relationships rather early in his career. As a relationship manager for high net worth clients, Brian saw firsthand how people react to many financial situations out of emotion. This is common but often significantly hurts clients by not following a well-designed plan that accounts for these situations. It was then that he decided he wanted to confidently help clients answer the questions we ask ourselves. Questions like “am I on track to achieve my goals” or “do I have enough to last the rest of my life”.

Brian knew he wanted to work with SageSpring after meeting the leadership team and many future teammates in all different seasons of their career. Brian came on board in 2013 knowing the strength SageSpring offers in their commitment to a strong Christian culture and great team atmosphere that is unmatched. As a CERTIFIED FINANCIAL PLANNER ™ practitioner, Brian partners with his clients to simply help them achieve their goals. This includes detailed tax planning, insurance planning, estate planning as well as investment management and so much more. His goal is to identify any potential threat to a long-term plan and take steps to eliminate that threat which allows his clients to reach their financial goals and experience freedom.

When outside of the office you can find Brian spending time with his wife and best friend, Ali, three daughters and grandmother who lives with them. He jokes that he is surrounded by women and never gets the TV remote. Each one of these relationships has continued to shape him and make him a better advisor/person. Brian is active in his Church serving on Sundays, leading a home group, leading a men’s group and participating in a business group. With three young daughters there isn’t a lot of free time but he wouldn’t have it any other way.

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

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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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.