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nail wealth team, sagespring wealth partners
Nail Wealth Team

Education. Service. Confidence.

Our mission is to build relationships founded on education, developed through service, and resulting in continuous financial confidence. Actions speak louder than words, and we strive to implement this mission in every interaction with our valued clients.

About Us

We build relationships. Our ultimate goal is to become a meaningful part of our clients’ lives. Their financial profile is just a part of the larger picture. We seek to understand the whole person, as well as their financial dreams, goals, and plans.

We’re founded on education. We’re teachers at heart, and the desire to educate underlies our ongoing work with clients. We help remove the mystery of capital markets and empower our clients with the knowledge and strategies to achieve their financial goals.

We develop through service. We’re always prompt and accurate in our processes, and we value the deep connections that can come from offering excellent service. We do our utmost to exceed client expectations by providing truly outstanding client services.

We facilitate financial confidence. As we educate our clients and develop the relationship through good service, the end result is continuous financial confidence.

We provide personal income solutions to help you address your needs today and to meet your long-term financial objectives. We’re a dedicated team working with a small group of clients so that we can bring our very best to each individual. If this type of partnership would support your financial goals, please reach out to us to schedule a conversation.

Risk Assessment

Meet Our Team

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

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John Nail
John Nail

JR. CFP®, CHFC®, CASL®, CAP

Senior Executive Vice President, SageSpring 

615.861.6109

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jake powell, nail wealth team of sagespring wealth partners
Jake Powell

CFP®

Financial Advisor, SageSpring 

615.861.3519

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Kerry Oakley
Kerry Oakley

Financial Advisor, SageSpring

615.861.6129

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summer stroud
Summer Stroud

Client Services Associate, SageSpring | Branch Associate, RJFS 

615.861.3507

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kendra sand, adminsistrative assistant, sagespring wealth partners
Kendra E. Sand

Administrative Assistant, SageSpring 

615.861.6116

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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 are transparent
We want to make sure you completely understand our role as a financial advisor and how we can help you create a strong financial future.

Step 3

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 4

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

Step 5

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.

Helpful Videos

Check out these videos to learn about the tools we use to analyze your portfolio.

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Our Wealth Planning Services

Through a variety of wealth planning services, our team has the knowledge and expertise to guide you in almost every aspect of financial planning. Below is a comprehensive list of our wealth planning services.

Retirement Income Planning
We will help you financially plan for retirement and suggest alternative streams of income where applicable.
Tax-Integrated Planning
Our expertise with the tax code helps us incorporate your taxes into financial planning.
Financial Planning
We keep our team and clients accountable through ongoing analysis of your finances.
Investment Planning
Take the worry out of financial planning and know that our team is continuously monitoring for any potential risks to your portfolio.

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 
615.861.6116

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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
kendra sand, adminsistrative assistant, sagespring wealth partners
Kendra E. Sand

Administrative Assistant, SageSpring 
615-861-6116

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Kendra E. Sand

Administrative Assistant, SageSpring 

Kendra serves as the Administrative Assistant to John Nail’s Wealth Team. Her focus is on helping clients address their needs, as well as supporting her team with clerical and administrative tasks. 

Kendra is a graduate of Liberty University, and is delighted to live in her native hometown of Franklin, TN. She loves to read, hike, and illustrate, and spend time with her husband, Caleb.

summer stroud
Summer Stroud

Client Service Associate, SageSpring | Branch Associate, RJFS
615-861-3507

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Summer Stroud

Client Service Associate, SageSpring | Branch Associate, RJFS

Summer serves John Nail’s Wealth Team by focusing on and attending to client concerns. She is responsible for client onboarding, account maintenance, money movement, transfers, and meeting preparations.

Summer is a graduate of Johnson University. She enjoys hiking, running, cooking, and spending time with her husband, Lucas.

Michelle Labarge
Michelle LaBarge

Client Services Associate, SageSpring | Branch Associate, RJFS 
615.861.6116

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Michelle LaBarge

Client Services Associate, SageSpring | Branch Associate, RJFS

Michelle LaBarge is a Client Services Associate at SageSpring Wealth Partners. As part of the Nail Wealth Team, Michelle works collaboratively with the team and serves as a point of contact for prospects and clients. Her day-to-day responsibilities include proactively reaching out to clients to address their needs, as well as working to ensure the team maintains an exceptional level of service as the practice grows.

Outside of the office, Michelle enjoys being outdoors, listening to country music, and traveling abroad. She is married to her high school sweetheart, and they live with their two daughters and dog.

Jayce Brown
Jayce Brown

Branch Associate, RJFS
615.778.0258

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Jayce Brown

Branch Associate, RJFS

Jayce is a Branch Associate at SageSpring Wealth Partners and is part of the Nail Wealth Team. He is currently serving as a mentee, handling client meeting preparation, assisting in performing comprehensive analysis on financial models, and helping with client service.

Jayce was born and raised in Franklin, TN, and is a recent graduate of Lipscomb University. Outside of the office, he enjoys working out, playing golf, spending time with friends and family, and watching college football.

Kerry Oakley
Kerry Oakley

Financial Advisor
615.861.6129

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Kerry Oakley

Financial Advisor

Kerry is a Financial Advisor with SageSpring Wealth Partners. As a member of the Nail Wealth Team, Kerry is responsible for working with clients to develop and implement comprehensive financial strategies. Kerry serves individuals and businesses by listening effectively to their financial concerns and developing long-term strategies based on their unique needs. He follows a systematic and disciplined approach to advising his clients. Kerry is passionate about building relationships and is committed to providing quality service.

Prior to joining SageSpring, Kerry worked in client services at Pinnacle Financial Partners. He holds his Series 7, 66, and Life and Health Insurance licenses.

Kerry is a graduate of Lipscomb University, with a degree in Business Administration with a concentration in Financial Management. He is a Nashville native, where he lives with his wife, Nola, and their golden retriever, Tater. Outside of work, Kerry enjoys spending his weekends hiking, trying new restaurants in the area, and traveling. He is an avid sports fan and supporter of the Tennessee Titans and Nashville Predators.

Jake Powell
Jake Powell

CFP®

Financial Advisor, SageSpring
615.861.3519

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Jake Powell

Financial Advisor, SageSpring

Jake Powell is a long-time resident of the Middle Tennessee area, growing up in Cookeville, TN. Jake attended the University of Tennessee where he graduated Summa Cum Laude with a Bachelor of Business Administration in Economics.

Prior to joining SageSpring Wealth Partners, Jake began his career at the Raymond James home office in St. Petersburg, Florida, as a member of the OPTIONS Program. The OPTIONS Program is Raymond James’ leadership development program, giving recent graduates the opportunity to gain experience in a range of business areas, working closely with Raymond James senior management during four-month rotational assignments in three distinct business units. While in this program, Jake obtained his Series 7, 66, and 52 licenses. Jake is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

In 2014, Jake decided it was time to return to the area he grew up in to be closer to his family and friends as well as to follow his passion to serve others. Jake joined SageSpring as a partner and Wealth Advisor with Nail Wealth Team. Since then, he has earned his CERTIFIED FINANCIAL PLANNER™ certification.

John Nail
John Nail

JR. CFP®, CHFC®, CASL®, CAP

Senior Executive Vice President, SageSpring 
615.861.6109

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John Nail 

Senior Executive Vice President, SageSpring

John graduated from West Point, in the top 10% of his class, with a degree in Economics. He is a veteran who left the Army as a Captain, an avid Ironman tri-athlete, and a golfer. He had a very successful practice in Dallas with AXA Advisors prior to joining SageSpring Wealth Partners. John is happily married to his wife, Caroline, and they have two sons, Jack and Charlie.

John has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. John holds the following advanced designations: CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Advisor for Philanthropy (planned/charitable giving). He is registered with Raymond James Financial Services, Inc. John’s focus is helping his clients through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

*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.

David Sensing
David Sensing

Tax Specialist
615.861.1099

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David Sensing

Tax Specialist

David is a native of Middle Tennessee and a graduate from Lipscomb University. He has worked in the tax business for many years, both for local firms and for himself with his own business. During this time, David gained valuable experience and a great reputation in the Middle Tennessee area with his clients.

In 2012, David obtained the Enrolled Agent designation, which allows him to assist clients with their tax needs, including representation before the Internal Revenue Service on behalf of the taxpayer. When he isn’t focused on taxes, David is either spending time with his lovely daughter or cruising down the highway in his 1966 Ford Mustang—his first car that he purchased in high school.

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.