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Lighthouse Wealth Team
Lighthouse Wealth Team

Helping Clients Stay the Course

The advisors at Lighthouse Wealth Team oversee financial matters for families in Franklin, Tennessee, and the surrounding areas. Our services provide guidance and comfort to our clients in the same way a lighthouse guides a ship on the open seas.

About Us

While we have decades of experience, we’re constantly learning about new financial strategies, investment options, and tax policies. We enjoy educating our clients about the best approaches they can take to accumulating wealth and using it wisely. We know our clients are able to make the strongest decisions for the future when they understand their options. We bring our years of knowledge and our earnest advice to explain those options in a clear, concise, and unbiased manner.

We’re committed to helping our clients have the confidence to retire comfortably and plan for a conservative, debt-free life. Confidence, calmness, and peace comes from having a plan. We want all our clients to experience the independence and freedom that successful financial planning can provide.

For more information about Lighthouse Wealth Group, please go directly to our team website at www.LighthouseWealthGroup.com.

Meet Our Team

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

Tommy Doerfler
Tommy Doerfler

CPA, CEPA, CFP®

Senior Executive Vice President, SageSpring | Financial Professional, RJFS  

615.861.6103

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Daniel Peterman
Daniel Peterman

CFP®

Financial Professional, RJFS

615.861.6108

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Rich Smith
Rich Smith

Senior Executive Vice President, SageSpring | Founder & Emeritus Wealth Advisor, LHWG | Financial Professional, RJFS 

615.861.6111

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Kelly Lynch
Kelly Lynch

Client Services Associate, RJFS

615.861.6122

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Dorothi Brown

Registered Operations Associate, SageSpring 

615.861.6122

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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

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

Phone Number
615.861.6124

Recent Insights

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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
SageSpring Wealth Partners Placeholder
Dorothi Brown

Registered Operations Associate, SageSpring 
615.861.6122

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Dorothi Brown 

Registered Operations Associate, SageSpring

Originally from Middle Tennessee, Dorothi Brown graduated from Bellevue University with a Bachelor of Science in marketing and management. She has been working in the financial industry for over 13 years, previously with TD Ameritrade as an operations manager and Ameriprise Financial as an associate financial advisor. Dorothi was drawn to SageSpring Wealth Partners because of our company culture, core values, and exceptional client service.

She now serves in the Operations Associate role, delegating daily tasks, managing and uploading meeting notes, managing emails, and corresponding with our marketing team. She is also the point person for Raymond James and SEC audits for the Lighthouse Wealth Team. In addition, Dorothi holds her Series 7, Series 24, Series 63, and Series 66 and Tennessee Life, Health, and Annuity licenses, making her an integral asset to the team.

Outside of work, Dorothi enjoys spending time with her husband, two children, and two fur babies. She enjoys cooking, gardening, and being a Girl Scout Leader.

Kelly Lynch
Kelly Lynch

Client Services Associate, RJFS
615.861.6122

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Kelly Lynch

Client Services Associate, RJFS

A Franklin, Tennessee native, Kelly Lynch graduated from Middle Tennessee State University and has over 10 years of experience in customer service. She began her career with SageSpring Wealth Partners in 2018 as the Office Coordinator and joined the Lighthouse Wealth Team shortly after as the team’s Client Services Associate.

Kelly’s primary roles on the team consist of the account opening and maintenance processes, maintaining the team’s schedule, and assisting with transfers and money movement. Her favorite thing about working at the company is how warm and welcoming everyone is. “You will never meet a stranger in the office,” Kelly says.

Beyond the office, Kelly enjoys spending time outdoors with her husband, doing light gardening and reading.

Rich Smith
Rich Smith

Senior Executive Vice President, SageSpring | Founder & Emeritus Wealth Advisor, LHWG | Financial Professional, RJFS 
615.861.6111

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Rich Smith

Senior Executive Vice President, SageSpring | Founder & Emeritus Wealth Advisor, LHWG | Financial Professional, RJFS

Rich Smith started his career with Southwestern/Great American Inc. selling books part-time with Southwestern and paying his way through Taylor University in Indiana. After college, Rich joined the company full-time as a sales representative. He quickly moved into a leadership position with Great American and developed the largest organization in the company. He served as divisional Vice President and was recently inducted as a Charter Member into Great American’s Hall of Fame. In his 39 year career with the company, he has also served as a Corporate Board Member of Southwestern/Great American Inc.

In January 2006, Rich made the decision to leave Great American and follow his passion in the area of personal finance to join a sister company, Southwestern Investment Group (now known as SageSpring Wealth Partners), as a Raymond James financial advisor. He quickly distinguished himself there becoming a member of the Leadership Board and a Senior Vice President.

Rich has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. He is registered with Raymond James Financial Services, Inc. Rich’s focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

Rich has been married to Rhonda, a middle school principal at Christ Presbyterian Academy, for 37 years. They have three children who are all married and live in the Nashville area, along with grandchildren. Besides spending time with family, Rich enjoys watching sports, reading, and playing golf.

*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Daniel Peterman
Daniel Peterman

CFP®

Financial Professional, RJFS
615.861.6108

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Daniel Peterman

Financial Professional, RJFS

Daniel Peterman joined SageSpring Wealth Partners after serving as a financial advisor for several years at another national firm. He earned a double major and graduated with honors from the University of Alabama, and is a CERTIFIED FINANCIAL PLANNER™ professional, with the following licenses: Series 7, Series 66, Life, Health and Annuity Licenses.

Daniel partners with clients to help them set goals and develop their comprehensive plan. His goal is to help bring simplicity to complicated situations. After working as a standalone advisor, Daniel understood the importance of being a part of a team to better serve clients. He says that working alongside likeminded people who have a servant mentality is his favorite part of SageSpring.

In his free time, Daniel loves spending time at Center Hill Lake with his wife, Kendal, and his nine-year-old pit-bull, Tasha. Daniel is an avid hunter, and he and his wife enjoy cooking dinner at least six nights a week.

Tommy Doerfler
Tommy Doerfler

CPA, CEPA, CFP®

Senior Executive Vice President, SageSpring | Financial Professional, RJFS 
615.861.6103

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Tommy Doerfler 

Senior Executive Vice President, SageSpring | Financial Professional, RJFS

Originally from Raleigh, North Carolina, Tommy Doerfler graduated from Middle Tennessee State University with a Business Administration degree with an emphasis in finance. Receiving his Series 7, Series 66, Life, Health and Annuity Licenses, Tommy is also a Certified Exit Planning Advisor, has a Certified Public Accountant License, and is a CERTIFIED FINANCIAL PLANNER™ professional.* He is registered with Raymond James Financial Services, Inc. and is on the Financial Committee of SageSpring Wealth Partners.

Tommy is focused on helping his clients build wealth through comprehensive financial planning, with a specialty in fee-based** professional money management, tax planning strategies, and exceptional customer service. At SageSpring, he enjoys the atmosphere of sharing and collaboration with other teams but also the autonomy that the organization is afforded. Personal development is abundant throughout the company culture, and Tommy appreciates the high moral standard the organization is held to.

Tommy initially moved to Nashville in 2003 out of his passion for music. Two years after living his dream in the music industry, Tommy decided it was time to hang up his drumsticks and choose another career. Since money wasn’t something for which he had a lot of knowledge, Tommy decided to redirect his passion towards a subject that was personal to him. During the time he spent traveling and playing music, Tommy became interested in learning what to do with his hard-earned dollars and how to invest in his career and save for the future. This interest soon became a passion that led Tommy to enrolling at MTSU to learn everything he could about personal finance.

Tommy wasn’t sure exactly what he wanted to do with his newfound knowledge until he did a summer internship with SageSpring Wealth Partners and realized that he could use his knowledge to assist people who did not understand wealth and who wanted personal assistance. It was his passion for learning about personal finance that led him to assist others with the same concerns he held as a musician.

Along with helping clients build and preserve their wealth, Tommy also enjoys spending his free time with his wife and daughter, watching soccer, and being outdoors.

*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.

**Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement.

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.