Haumschilt Wealth Team

Unbiased Financial Advice

Our practice is built on two principles: always being honest with clients and helping them make decisions based on their best interests, not ours. When a client knows they’re receiving impartial, unbiased advice, they feel empowered to make the decisions that are right for them. We help clients weigh their options and select a financial strategy that works best for their current needs and future plans.

About Us

We counsel clients to help them achieve a financially-independent future. By providing our clients with innovative strategies, we help them save and invest their current funds wisely. We believe there are two keys to achieving strong financial goals: a willingness to defer gratification by saving and investing and sound advice from a trustworthy, honest, and strategic financial advisor.

Financial matters are deeply personal and incredibly important, so it’s essential to work with someone you trust. Our history of strong relationships with our clients and our commitment to exceptional customer service speaks for itself. If this type of partnership would support your financial goals, please reach out to us to schedule a complimentary consultation.

Meet Our Team

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

Brandon Haumschilt
Brandon Haumschilt

CFP®

Executive Vice President, SageSpring | Financial Advisor, RJFS 

615.861.6128

Mary Jeanette Rowlett
Mary Jeanette Rowlett

Client Operations Associate, SageSpring

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

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

Phone Number
615.861.6125

Recent Insights

615.861.6100
Drew Wray
Drew Wray

CFP®

Financial Advisor, RJFS
615.912.0613

Drew Wray 

Financial Advisor, RJFS

Drew Wray is Financial Advisor at SageSpring Wealth Partners. As a CERTIFIED FINANCIAL PLANNER professional with more than 10 years of financial services experience, Drew is a key member of the Haumschilt Wealth Team, responsible for working with clients to develop and implement comprehensive financial plans, while also helping oversee daily operations. He is passionate about building relationships and is committed to providing quality service to clients.

Drew joined the Haumschilt Wealth Team seeking a role where he could continue assisting clients while working within a close-knit team. He was drawn to SageSpring due to its commitment to helping others and the quality and care the firm provides to clients.

Drew received a bachelor’s degree in Biology/Biological Sciences from James Madison University. Drew resides in Brentwood, TN where he enjoys spending time with his dog Briggs, playing golf, participating in martial arts, and exploring cuisine in the local neighborhoods.

Mary Jeanette Rowlett
Mary Jeanette Rowlett

Client Operations Associate, SageSpring

Mary Jeanette Rowlett 

Client Operations Associate 

Mary Jeanette Rowlett grew up in Atlanta, but fell in love with middle Tennessee when she attended Vanderbilt. Mary Jeanette graduated with a B.S. in Geology, but she has gravitated towards accounting and human resources positions over the years. She met her husband through Young Life ministries, and they spent several years in California, Alabama and Georgia working for Young Life. She and her husband are now happily settled back into Franklin.

Brandon Haumschilt
Brandon Haumschilt

CFP®

Executive Vice President, SageSpring | Financial Advisor, RJFS 
615.861.6128

Brandon Haumschilt 

Executive Vice President, SageSpring | Financial Advisor, RJFS 

Brandon is a CERTIFIED FINANCIAL PLANNER practitioner. He provides his clients with sound investment strategies designed to build wealth through comprehensive financial planning. He works closely with his clients to thoroughly understand their goals, objectives and underlying financial positions – and then create customized investment portfolios, utilizing his access to a diverse group of money managers and industry experts.

Brandon specializes in helping his clients employ tax planning strategies, transfer wealth, effectively save for retirement and generate an income stream. He holds Series 7, 66, life, health, long-term care and annuity insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER certification.

Brandon earned a bachelor’s degree with a specialization in finance and marketing from Samford University. He worked in our parent company for four years and then went on to establish an Edward Jones office before joining SageSpring Wealth Partners.

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. 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 raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**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 CFP Board’s initial and ongoing certification requirements.

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, SageSpring Wealth Partners 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. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. 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.

Ramsey Solutions’ 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.

Raymond James is not affiliated with any of the organizations mentioned above.