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Nace Wealth Team

Your Partner in Building and Maintaining Wealth

Financial freedom means that you have control over your wealth and not the other way around. Taking control of your finances brings relaxation, ease, and a sense of accomplishment. It opens up new doors and gives you more choices.

Recognized Among the Top Financial Planning Professionals in Dallas

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About Us

At its best, financial planning helps you begin with the end in mind, in order to connect your finances to your life. After you know where you’re headed, you can put your money to work to achieve the plans you’ve set for yourself, your family, and even your community. This sense of freedom is our goal for our clients working with the Nace Wealth Team. We see ourselves as coaches, detectives, inventors, and architects, helping you to formulate the blueprint for your financial life and bring that vision to fruition. We place our focus on a limited number of families to enhance our client relationship experience.

 

Our Mission

To partner with clients to make their dreams, goals, and possibilities a reality by bringing them peace and assurance through extraordinary service and tailored ongoing financial solutions.

 

Our Vision

To be the premier wealth management team in the industry, known for our expertise, personalized service, and commitment to helping our clients achieve financial success.

Meet Our Team

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

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Tyler Nace

CFP®, CHFC®

Senior Executive Vice President

214-872-3902

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Megan Gaoiran
Megan Gaoiran

Marketing Coordinator, Nace Wealth Team

214-387-4500

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Sesily Jackson

Client Services Associate

214-872-3902

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Here’s How We’re Focused On What Matters

We spend time understanding what is important to you. Through this process we get to know and develop friendships with amazing people. With the goal of understanding what they want out of life. And our job is to help you realize your goals as it relates to money.
Financial planning doesn't start with dollars and cents. It starts with unique conversations to uncover and understand your life's magnum opus. If you have everything you've ever wanted, what would you have? Helping you align everything else to match that objective is our purpose.
The opportunity to serve the greater Frisco and Dallas communities with their wealth planning needs is something we don’t take for granted at the Nace Wealth Team. The long-term client relationships we’ve built speaks volumes to our team’s dedication and commitment to the client relationship experience.
It’s so rewarding to wake up each day knowing that I’m making a difference in our world through doing what I love—guiding clients with their financial planning goals!
Our place within the SageSpring Wealth Partners family and with our broker-dealer Raymond James plays a great role in positioning our team to be successful for our clients. We are grateful for these incredible partnerships that keep us accountable to excellence.

Video Resources

Discover our recent video resources as a helpful guide for your wealth management concerns and questions.

Our Wealth Planning Services

Specializing in tax-efficient withdrawals for lifetime retirement income, tax planning for high income corporate executives and business owners, and charitable giving strategies, our team is fully equipped to help you accomplish your goals. Learn about our specialty wealth planning services below.

Financial Planning
Through a variety of comprehensive services, we can take a deep dive into your financial situation and craft a specific financial plan to help you reach your wealth planning goals.
Retirement Planning
If you’re looking to ease into retirement with confidence, our team can guide you in your retirement planning journey, so that you can save enough money to live the lifestyle you desire.
Insurance Planning
Through our team’s sound comprehensive insurance planning advice, you can feel assured that your coverage makes the most sense for your specific needs.
Tax Strategy
We carefully incorporate tax strategy into financial planning, answering all your tax-related financial questions and offering guidance on everything from tax returns to ongoing tax reporting and more.
Charitable Planning
If charitable giving is close to your heart, we can guide you in making a strategic impact through carefully planned charitable planning practices, as well as corresponding tax benefits.
Investment Planning
When it comes to investment planning, we can assist you in asset allocations to portfolio management and more, so that you can maximize your return with tax-efficient practices.
Estate Planning
Everyone wants to leave a legacy. That’s why it’s important to have an estate plan in place. From asset protection, trust implementation, and more, we can help ease the burdens that come along with estate planning.
College Planning
Preparing financially to send your children to college is an important step that can save you money and stress when planning in advance. Our college planning guidance can position your family on the right track for future financial freedom.

What to Expect at an Appointment

Step 1

We get to know you
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us

Step 2

We work to understand your goals
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.

Step 3

We introduce you to our tools
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.

Step 4

We create a lasting relationship
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.

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

2601 Network Blvd, Ste 101
Frisco, TX 75034

214-872-3902

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866.712.1657
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Sesily Jackson

Client Services Associate
214-872-3902

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Sesily Jackson

Client Services Associate

Sesily is a valuable member of the Nace Wealth Team, bringing a wealth of experience and knowledge to her role. Originally from Kansas, she graduated from Wichita State University with a Bachelor of Business-Marketing before moving to Texas in January 2022. With over 8 years of experience in the banking industry, Sesily has a proven track record of assisting clients through life changes. Her skills have been a tremendous asset to the team.

Sesily’s passion for financial planning was sparked at an early age when she was included in her parent’s financial planning meetings. She was impressed by the knowledge and education their advisor brought to the table, and it has stayed with her ever since. This interest led her to SageSpring Wealth Partners, where she continues to learn about the financial planning world. When she’s not working, Sesily enjoys reading contemporary romance, mystery thrillers, and financial books. She also likes to train for 5K races.

Megan Gaoiran
Megan Gaoiran

Marketing Coordinator, Nace Wealth Team
214-387-4500 

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Megan Gaoiran 

Marketing Coordinator, Nace Wealth Team

Megan is a dedicated individual who is passionate about making a positive impact in both her professional and personal life. She thrives in a client-centric industry where she can build and maintain strong relationships. With almost three years of experience as a self-employed accountant, Megan has gained a wealth of knowledge and responsibility that motivates her to deliver the best possible client satisfaction.

Her work with CPAs ignited her love for the finance industry, particularly working with numbers. This led her to a career in Retirement Plan Administration, where she assisted clients in planning for their future. Megan now brings her expertise to the Nace Wealth Team. When she’s not working, she enjoys spending time with her loved ones, reading a good book, and hitting the slopes to indulge in her passion for snowboarding.

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Jessica D. Fletcher

CFP®, CHFC®, CLTC

Financial Planning Executive, SageSpring
214-872-3902 

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Jessica D. Fletcher 

Financial Planning Executive, SageSpring

Jessica D. Fletcher is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and holds her Certification in Long­Term Care®. She joined the Nace Wealth Team in September 2017 and loves the close-knit collaboration of the team. Jessica oversees team operations, financial planning, and business development of the Nace Wealth Team.

Prior to launching her career in the financial planning industry in 2012, Jessica attended Midwestern State University, where she received a degree in Sociology and Business. Outside of work, you can typically find her enjoying a good book or attending a spin class.

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Tyler Nace

CFP®, CHFC®

Senior Executive Vice President
214-872-3902 

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Tyler Nace 

Senior Executive Vice President

Faith, passion, and hard work help lead you to your personal and financial success. Tyler’s passion surrounds leading and coaching those around him to become the best versions of themselves, and in the process, helping them achieve financial confidence. He helps people make wise decisions with money while walking alongside them to assist in reaching their financial goals. He grew up in the church, and faith is a big part of his life. He has peace in Christ knowing that while we are assured nothing in this world, her external salvation is assured. Leaning on him through this period has helped Tyler get through. He is a “Planner” by profession, but he has come to understand that does not mean “Controller.”

Growing up on the island of Kauai, Hawaii, he gained an early perspective on the rewards that come with success through those vacationing on the island. Conversely, his grandfather was a profound role model with very different values. His grandfather was a young adult as he faced the Great Depression of the 1930s. He often reflects on the summers he spent with him talking about the value of hard work, a good education, and living on less than you make. He is grateful to have a career that leads him to remember his grandfather’s lessons daily. His love for him and his memory drives how Tyler serves those around him.

Those he serves, deserve a consummate professional, and that is who he strives to be. He majored in business and finance at The University of North Carolina at Chapel Hill. He obtained the CERTIFIED FINANCIAL PLANNER”‘ certification. He also taught the program curriculum as an adjunct professor through the University of Dallas. He has always connected with Dave Ramsey’s words to “have a heart of a teacher”. He loves sharing his passion for financial planning in simple and memorable ways. He is energized to help others achieve their goals and help them discover new doors. He is blessed that his hard work feels light.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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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.