Nace Wealth Team Photo

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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2020 Magazine Best Wealth Managers
Since 2008 Raymond James Leader's Council

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. Located in Frisco and Dallas, Texas, our team of financial professionals includes four financial advisors—among those being three Certified Financial Planners® (CFPs), one Chartered Financial Consultant ChFC®, and one Registered Financial Consultant (RFC). We place our focus on a limited number of families to enhance our client relationship experience.

Meet Our Team

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

Tyler Nace
Tyler Nace

CFP®, CHFC®

Executive Vice President, SageSpring | Financial Advisor, RJFS

214-872-3902

Colton Larue
Colton Larue

CFP®

Director of Financial Planning, SageSpring | Financial Advisor, RJFS

214-872-3902

Jessica D Fletcher
Jessica D. Fletcher

CFP®, CHFC®

Financial Planning Executive, SageSpring

214-872-3902

Megan Gaoiran
Megan Gaoiran

Client Services Associate, SageSpring

214-387-4500

Here’s How We’re Focused On What Matters

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

Recent Insights

615.861.6100
Megan Gaoiran
Megan Gaoiran

Client Services Associate, SageSpring 
214-387-4500 

Megan Gaoiran 

Client Services Associate, SageSpring 

My passion is to contribute, support, and make a difference in both my career and personal life. Having the opportunity to create and maintain great relationships is one of the many reasons I enjoy working in a client- centric industry. After being self-employed for almost three years working with accounting clients, I have gained a wealth of knowledge and responsibility that pushes me to strive for the best client satisfaction possible.

Through my work with CPAs, I found a love for the finance industry and working with numbers. My career then took me into the world of Retirement Plan Administration where I helped our clients plan for their future which led me to where I am today.

I grew up in California, just outside of San Francisco, and recently relocated to Frisco, TX to be closer to my family. Outside of the office, I enjoy snowboarding, playing with my puppy Bentley and spending time with loved ones. Spontaneous adventures with my friends and family will always be my favorite pastime. 

Jessica D Fletcher
Jessica D. Fletcher

CFP®, CHFC®

Financial Planning Executive, SageSpring
214-872-3902 

Jessica D. Fletcher 

Financial Planning Executive, SageSpring

Jessica D. Fletcher is a CERTIFIED FINANCIAL PLANNER practitioner and Chartered Financial Consultant®. Jessica joined the Nace Wealth Team in September 2017and loves the close-knit and collaboration of the team. Jessica oversees all team operations 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 degrees in Sociology and Business. Outside of work, you can typically find her enjoying a good book or attending a spin class. 

Colton Larue
Colton Larue

CFP®

Director of Financial Planning, SageSpring | Financial Advisor, RJFS  
214-872-3902 

Colton Larue 

Director of Financial Planning, SageSpring | Financial Advisor, RJFS 

Everything Colton does revolves around the values he learned growing up in a small East Texas town of 608 people. From being raised in this community, he learned to have great respect for good people who work hard and serve their community well. Service, hard work, and passion for learning have led Colton to where he is today.

He loves that SageSpring Wealth Partners serves clients in helping them realize their long term goals through investment, retirement, education, income tax, insurance and estate planning. By taking a comprehensive approach, we can help put our clients in the best possible position to achieve their financial goals.

Colton’s passion for learning began at a young age but began to materialize in the world of finance at Austin College. As his passion for this industry grew he decided to attain CERTIFIED FINANCIAL PLANNER through the University of Dallas. It is most important to be able to quickly adapt to the ever-changing, complex environment of personal financial planning. By continuing to be a student of the industry, Colton believes we can continue to serve clients at the highest level, no matter what season of life they are in or what challenges we may face together.

Colton married his wife, Erica, in June of 2018. They both enjoy outdoor sports and spending time with their puppy, Moose. Both being college athletes, Colton and his wife were always pushed to work hard to be better for their teams and themselves. That is something that stays with them today. Colton and his wife both work hard to give back and serve people within their community.

Colton admires that SageSpring understands and appreciates the confidence and trust that clients place in us. He will always do what is in the clients’ best interests. 

Tyler Nace
Tyler Nace

CFP®, CHFC®

Executive Vice President, SageSpring | Financial Advisor, RJFS 
214-872-3902 

Tyler Nace 

Executive Vice President, SageSpring | Financial Advisor, RJFS 

Specializing in retirement planning, estate planning, and income tax planning, Tyler Nace’s background as a CERTIFIED FINANCIAL PLANNER and CHARTERED FINANCIAL CONSULTANT professional helps him advise his clients on an array of any financial issues. He believes financial planning is using your money to match your values so that you can live the life you envision.

Tyler donates his time and resources to several community based non-profit organizations. One charity especially meaningful to him is Mommies in Need, which is dedicated to helping stay at home mothers and their families as they endure a health crisis.

Born and raised in Kauai, Hawaii, Tyler grew up loving the outdoors. As a teenager, he then moved to North Carolina, where he finished high school and then attended the University of North Carolina at Chapel Hill, majoring in Business Administration with a focus on Finance. Outside of Raymond James, Tyler enjoys gardening, hiking, wakeboarding, and most importantly, he loves spending time with his children.

Raymond James is not affiliated with Mommies in Need. 

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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.