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Lange Wealth Team

Service Driven. Tailored To You.

 

You are more than just a number to us. Because of this, we get to know you and what’s important to you which allows us to put together a plan that achieves your goals. Our independence gives us access to all the products on the market, which allows us to tailor your plan to you. We are committed to serving our clients at the highest level, and that drives everything we do.

About Us

Our goal is to help you achieve the goals that are important to you and for you to feel confident about the direction you are heading. We do this by listening well to what matters most to you and developing a strategy that encompasses the six essential areas of managing wealth. We take time to explain things along the way with the heart of a teacher. Everything we do is driven by one goal—how we can serve our clients better.

Meet Our Team

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

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Steve Lange

Financial Advisor, Senior Vice President and Partner, SageSpring | Financial Professional, RJFS

615.432.4441

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Rob Soerens
Rob Soerens

Financial Advisor, SageSpring | Financial Professional, RJFS 

615.432.4447

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Josh Kreft

Client Services Associate, SageSpring | Branch Associate, RJFS 

615.432.4440

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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
12 Cadillac Drive, Suite 100
Brentwood, TN 37027

Phone Number
615.432.4441

Recent Insights

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Women Taking the Reins on Their Finances

March is Women’s History Month, and we want to celebrate the achievements of women around the world. Women are making incredible advancements socially, culturally, politically — and yes, economically. Traditionally, finance is a field that’s

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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

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615.861.6100
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Josh Kreft

Client Services Associate, SageSpring 
| Branch Associate, RJFS


615.432.4440

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Josh Kreft 

Client Services Associate, SageSpring | Branch Associate, RJFS

Joshua “Josh” Kreft is originally from Lake Zurich, Illinois a northwest suburb of Chicago. He earned his bachelor’s degree in Business Administration and a Minor in Political Science from Northern Illinois University. After college, Josh started working for Provident Funding, but never saw his whole life in the Chicago/Chicagoland area and wanted a change.

In March 2012, the pieces fell into place, and Josh packed his car and moved to Nashville, Tennessee, his first-time visiting Music City ever. Since then, Josh has spent time in various industries such as insurance brokerage, mortgage, financial service, and health insurance trying to find his best fit. October 31, 2022 it all changed… Josh joined the Lange Wealth Team as the Client Service Associate and couldn’t be happier. Josh looks forward every day to serving clients and the team however he can.

When he is not in the office, Josh is leading touchdown chants for Bear Down Nashville, the largest gathering of Chicago Bears’ fans in the South, tailgating for Vanderbilt football games, reading, working out, exploring Nashville’s food scene, dog sitting, or attending service at Cross Point.

Rob Soerens
Rob Soerens

Financial Advisor, SageSpring | Financial Professional, RJFS 
615.432.4447

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Rob Soerens

Financial Advisor, SageSpring | Financial Professional, RJFS 

Rob Soerens had experience at three other national wealth management firms prior to joining SageSpring Wealth Partners. Formerly an attorney with an AmLaw 100 firm, Rob received his Juris Doctor degree from the University of Wisconsin, cum laude, in 2006.

In his role on the Lange Wealth Team, Rob is part of a financial advising team at SageSpring, making sure that the team’s client needs are proactively met.

The culture is what really brought Rob to SageSpring. “They really have a collegial, family culture here. I know every company likes to say that, but here, it’s really true.” And it’s the people, the culture, and the customer focus that he values most about the company.

Beyond the office, Rob is a father to three children, Maddy, Annika, and Hudson. He’s married to Stephanie, who’s also an attorney. When he can find the spare time, Rob is an avid cards player (euchre, pitch, whist, hearts, etc.).

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Steve Lange

Financial Advisor, Senior Vice President and Partner, SageSpring | Financial Professional, RJFS 
615.432.4441

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Steve Lange

Financial Advisor, Senior Vice President and Partner, SageSpring | Financial Professional, RJFS

Steve provides Investment and Financial Planning. His specialty is providing sound, conservative, confidential, and comprehensive investment advice to clients in order to help them effectively and efficiently save for retirement, minimize tax liability, and transfer their wealth. Steve holds his Series 7, Series 66, and life/health insurance licenses. Steve works with clients through portfolio analysis and truly understanding their goals and objectives to put together a framework to help them meet their financial goals and objectives.

Steve is originally from Dayton, Ohio and holds a bachelor’s degree in Finance and Marketing from the University of Kentucky. Steve worked for the Southwestern Company for eight years, starting in his early college years and was a financial advisor with Edward Jones for four years before joining SageSpring Wealth Partners in 2012.

Steve is married to Amanda, and they have a daughter, Anna. They enjoy spending time with friends and family, watching college basketball and football, and are very involved with their church, where Steve currently serves as a Deacon.

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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 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.