SEARCH
866.712.1657
team photo for website
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®

Executive Vice President, SageSpring | Financial Advisor, RJFS 

205-730-0055

Learn More
Envelope
Jessica Landry
Jessica Landry

Executive Assistant, SageSpring

205-730-0054

Learn More
Envelope
Holden Gully
Holden Gully

CFP®

Advisor, SageSpring  

205-730-0043

Learn More
Envelope
Riley Nelsen
Riley Nelsen

CFP®

Certified Financial Planner™ Practitioner, SageSpring 

205-730-0040

Learn More
Envelope
cade
Cade Russell

Financial Advisor, SageSpring | Branch Associate, RJFS

205-730-0045

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 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

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

Phone Number
205-730-0055

Recent Insights

VIEW ALL BLOGS

Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. 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.

Read full Disclosure

 

© 2024 |  Associated with Raymond James  |
Form ADV Brochure – Pre-Fidelity Transition  | Form ADV Brochure – Post-Fidelity Transition | Form CRS – Pre-Fidelity Transition  | Form CRS – Post-Fidelity Transition | Privacy Policy – Pre-Fidelity Transition | Privacy Policy – Post-Fidelity Transition

SEARCH
866.712.1657
cade
Cade Russell

Financial Advisor, SageSping | Branch Associate, RJFS
205-730-0045

Envelope

Cade Russell

Financial Advisor, SageSpring | Branch Associate, RJFS 

Cade is thrilled to be joining the Jesse Scroggins Wealth Team on a full-time basis. His association with the team began as an intern during the summer of 2022, and his experience made a significant impact, leading him to eagerly rejoin SageSpring upon graduating in 2023.

Originally from Birmingham, Alabama, Cade graduated from the University of Alabama with a major in finance and a minor in personal wealth management. His academic journey highlights his strong affinity for financial expertise and the profound impact of genuine relationships.

Besides his passion for finance, Cade enjoys participating in a diverse range of sports, including golf, basketball, and football. Yet, his deepest joy stems from spending quality time with his family and actively participating in the life of his church.

Riley Nelsen
Riley Nelsen

CFP®

Certified Financial Planner™ Practitioner, SageSpring 
205-730-0040

Envelope

Riley Nelsen 

Certified Financial Planner™ Practitioner, SageSpring

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 Nelsen, and their friends. He also enjoys spending time outdoors from fishing to playing golf.

Holden Gully
Holden Gully

CFP®

Advisor, SageSpring 
205-730-0043

Envelope

Holden Gully 

Advisor, SageSpring

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

Holden is originally from Birmingham, AL. He graduated from the University of Alabama where he obtained a degree of Business Administration in Marketing and Management. Holden began his career with SageSpring in an internship capacity during college. After graduation, Holden moved to Nashville, TN to work alongside a team at the company headquarters.

After several years in Nashville, Holden moved back to his hometown of Birmingham. He now works as an Advisor on the Scroggins Wealth Team.

Holden and his wife, Sellers, live in the Homewood area with their son, Rhodes, and dog Bentley.

Jessica Landry
Jessica Landry

Executive Assistant, SageSpring 
205-730-0054

Envelope

Jessica Landry 

Executive Assistant, SageSpring 

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®

Executive Vice President, SageSpring | Financial Advisor, RJFS 
205-730-0055

Envelope

Jesse Scroggins 

Executive Vice President, SageSpring | Financial Advisor, RJFS

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.

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.