SEARCH
866.712.1657
jswt
Jesse Scroggins Wealth Team

Helping You Live a Great Story

While the Jesse Scroggins Wealth Team is driven by results, our main goal is to help you live a great story. We spend our time making sure that our clients’ financial worries are alleviated and dreams are fulfilled. Our team will take you step-by-step through a process to ensure you have a clear plan and the right investments to fit your plan. Working with our team starts with a simple conversation.

About Us

We meet with people like you every day. There is no prerequisite to meeting with us. All it takes is a conversation with you. Our desire is to get to know more about you, your dreams, fears, and everything in between. This enables our team to create a financial plan that provides security and excitement for you and your family’s future. Overall, we are dedicated to adding convenience and simplicity to your life, so you can focus on what is significant to you. Stay up to date with the Jesse Scroggins Wealth Team by viewing our latest newsletter.

Meet Our Team

Learn more about each of the dedicated members of the Jesse Scroggins Wealth Team.

Jesse Scroggins
Jesse Scroggins

AAMS®

Senior Executive Vice President

205-730-0055

Learn More
Envelope
Jessica Landry
Jessica Landry

Executive Assistant

205-730-0055

Learn More
Envelope
headshot
Sam Pritchard

Financial Advisor

205-730-0055

Learn More
Envelope
cade
Cade Russell

Financial Advisor

205-730-0055

Learn More
Envelope
holden headshot
Holden Gully

CFP®

Financial Advisor

205-730-0055

Learn More
Envelope

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

Our Location

Street Address
600 University Park Place, Suite 350 Homewood, AL 35209

Phone Number
205-730-0055

Recent Insights

SageSpring: Your Trusted Wealth Management Partner in Franklin, TN

The Three Steps to a Lasting Legacy

There’s a moment many successful leaders and families experience. It often comes after a major milestone—a business is sold, a financial goal is met, or a will is signed. The documents are in order, the

Read More +
VIEW ALL BLOGS

Form ADV Brochure | Form CRS | Privacy Policy

© 2025 SageSpring Wealth Partners

Terms of Use | Other Disclosures | Social Media Disclosures

SEARCH
866.712.1657
cade sideshot 2025
Cade Russell

CFP®

Financial Advisor
205-730-0045

Envelope

Cade Russell

Financial Advisor

Cade Russell, CFP® is a Financial Advisor who believes financial
planning is about more than just numbers, it’s about people, trust, and helping
others build a life they’re proud of. Cade takes a relationship-first approach,
offering personalized, holistic financial guidance with a strong commitment to
putting clients first.

His journey into finance started at The University of Alabama,
where he studied finance and personal wealth management. It was there he
realized his passion wasn’t just about solving financial problems, it was about
giving people peace of mind and the freedom that comes with smart financial
planning.

As a CERTIFIED FINANCIAL PLANNER™ professional with Series 7 and 66 licenses, plus Life & Health Insurance credentials, Cade brings both deep technical knowledge and a heartfelt desire to help people reach their goals. He finds meaning in walking alongside individuals and families as they navigate the ups and downs of their financial lives.

Outside the office, you’ll probably find Cade on the golf course, playing basketball or pickleball, or cheering on his favorite football teams. Most of all, he values time with his family and serving in his church community.

riley headshot
Riley Nelsen

CFP®

Financial Advisor
205-730-0040

Envelope

Riley Nelsen 

Financial Advisor

Born and raised in Orlando, Florida, Riley Nelsen found himself in Birmingham, Alabama, when he attended Samford University, majoring in finance. Knowing he wanted to become a financial planner, Riley came to SageSpring Wealth Partners for a college internship. He knew instantly upon starting his internship that this was the company where he wanted to spend the rest of his career.

Riley specializes in creating a personal planning experience for each client, with an emphasis on comprehensive financial planning, tax and estate planning, and excellent customer service. He is first and foremost committed to putting his clients first and serving them diligently.

When he’s not working with clients, Riley can be found spending his time with his wife, Gigi, and their friends. He also enjoys spending time outdoors from fishing to playing golf.

Holden Gully
Holden Gully

CFP®

Financial Advisor
205-730-0043

Envelope

Holden Gully 

Financial Advisor

Holden Gully is a CERTIFIED FINANCIAL PLANNER™ practitioner at SageSpring Wealth Partners.

Holden, a native of Birmingham, Alabama, graduated from the University of Alabama with a degree in Business Administration, specializing in Marketing and Management. He began his career at SageSpring in our Nashville office, where he worked directly alongside a partner within the firm to learn and grow in the business. After several years in Nashville, he moved back to Birmingham.

Now based in the Homewood area, Holden lives with his wife, Sellers, and their boys. Deeply rooted in their community, they are active members of Homewood Community Church.

Jessica Landry
Jessica Landry

Executive Assistant
205-730-0055

Envelope

Jessica Landry 

Executive Assistant

A nurse by trade, a career military wife, and a mother of 2, service is the best way that describes Jessica. Helping others is the fuel that drives Jessica to excellence in all that she touches.

Jessica is originally from Louisiana but left to follow their dreams of her husband becoming a military officer in the US Air Force. While transferring from one assignment to another, Jessica built her organizational skills by volunteering extensively for any opportunity available. After 25 years of service and her two children were adults and on their own, she decided to enter the finance world due to her passion for budgeting and investing.

Jessica and her husband Brian of 34 years have settled in Birmingham, Alabama. They have two sons with the oldest serving as a pilot in the US Air Force, and the youngest pursuing his doctorate in Nurse Anesthetist at UAB. Jessica enjoys hiking, serving veterans in need, traveling, golfing and Face Timing with her grandchildren Evan, Anna & Weston.

Jesse Scroggins
Jesse Scroggins

AAMS®, CFP®

Senior Executive Vice President
205-730-0055

Envelope

Jesse Scroggins 

Senior Executive Vice President

I remember when as a young boy I first noticed a real estate sign in my neighborhood. I hopped off my bike and grabbed one of the flyers. As I glanced at the price ($300,000), I was perplexed that anyone would have that much money. I turned toward home to ask my mom and dad that question.

Seeing my interest, my dad made an appointment for us to meet with our financial advisor. I listened intently as my parents talked with him about money and about our financial plan for the future. A desire to learn more about finances began and I knew it was going to be a part of my future.

I grew up in Tuscaloosa, Alabama, am the youngest of five children and a graduate from the University of Alabama. My father was a pastor and also a licensed professional counselor. As I was growing up, he taught me the value of strong relationships.

That is why, as a financial advisor, I consider that building a trust relationship with my client is a top priority for me.

I have been working with individuals and families in Birmingham for about 11 years. I met my amazing wife Hannah at a Christian camp, JH Ranch, in 2009 and we married in 2013. Hannah is a graduate from Auburn University Nursing School. We enjoy fly fishing, hiking, gardening, running, cooking, and traveling. Even though it looks different with children Levi (6), Teddy (4), and Eleanor (1), we still love to go and make memories.

I am thankful to give you a little snippet of my life and I look forward to getting to know you! I feel confident we are able serve clients well at SageSpring Wealth Partners.

travis bio
Travis Curatolo

Financial Associate

615.861.6134

Envelope

Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

Envelope Linkedin-in

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.