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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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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.

Nail Wealth Team Video
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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

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
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

 

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 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.