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Plunkett Wealth Team
Jason Plunkett Wealth Team

Helping Clients Keep Their Wealth Secure

We provide sound investment and financial planning for our clients. To do this, we begin by diving into a client’s financial history, assets, and taxes.

About Us

After developing a thorough understanding of a client’s objectives and goals, we help our clients effectively and efficiently save for retirement, employ tax planning strategies, and secure their wealth.

This comprehensive approach means that nothing slips through the cracks, and clients can rest assured that their estate and retirement planning is in good hands. We stay updated on new strategies, and consistently reevaluate new approaches that can be utilized by our clients.

With over 16 years of experience, along with his Series 6, 7, 63, 66, and life and health licenses, our team has a strong familiarity with all aspects of financial planning. Schedule a consultation today to start working with an advisor who can handle it all.

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.

Meet Our Team

Learn more about each of the dedicated members of the Jason Plunkett Wealth Team.

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Jason Plunkett

CFP®

Vice President, SageSpring | Investment Broker, RJFS 

615.861.3512

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Melissa Evans

Registered Sales Assistant, SageSpring 

615.861.6100

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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
615.391.2966

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
Melissa Evans
Melissa Evans

Registered Sales Assistant, SageSpring 
615.861.6100

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Melissa Evans

Registered Sales Assistant, SageSpring 

Beau Wirick
Beau Wirick

Financial Advisor, SageSpring | Financial Professional, RJFS 
615.861.3513

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Beau Wirick

Financial Advisor, SageSpring | Financial Professional, RJFS

Beau Wirick was born and raised in Southern California. While he enjoyed a 20-year career in Hollywood as an Actor/Producer, Beau received his bachelor’s degree in Business Administration from the University of Southern California. He found a true passion for helping people achieve financial freedom through financial coaching. In 2020, Beau moved to Franklin, Tennessee, where he is a Financial Advisor with SageSpring Wealth Partners.

As a financial advisor, Beau helps clients plan for their financial future through budgeting guidance, management of tax-advantaged accounts, and asset allocation advice. Beau was drawn to SageSpring because of the many ways the company puts clients’ interests first. Advisors at SageSpring only succeed if their clients succeed, and this is a principle to which Beau is fully dedicated. More than anything else, Beau enjoys working at SageSpring because of the culture of camaraderie as opposed to competition. Beau views SageSpring as a rising tide that lifts all ships.

As a native of Southern California, Beau loves playing beach volleyball and surfing. He also enjoys camping, tennis, working out, playing guitar, and nerding out with board games, card games, and history podcasts. But, most of all, Beau loves his wife Daniela, who is his favorite person in the whole world. 

Jason Plunkett
Jason Plunkett

Vice President, SageSpring | Investment Broker, RJFS 
615.861.3512

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Jason Plunkett

Vice President, SageSpring | Investment Broker, RJFS

Jason Plunkett is originally from Gallitzin, Pennsylvania and made Nashville his home in 2005. He graduated from Juniata College (Huntingdon, PA) in 2000 with a Bachelor’s degree in Business Management. Prior to joining SageSpring Wealth Partners, Jason worked in a wholesale capacity for several of the largest insurance companies in the U.S. As part of his responsibilities, he was assisting Financial Advisors throughout the Southeast in preparing comprehensive financial plans for their clients. He is excited about the opportunity to assist clients with over 16 years of financial industry experience

Jason has earned his Series 6,7,63,66, and life/health licenses. Through Raymond James, he provides sound investment and financial planning for his clients. After developing a thorough understanding of a client’s objectives and goals, Jason takes a comprehensive approach to help his clients effectively and efficiently save for retirement, employ tax planning strategies, and transfer their wealth.

When not in the office, Jason spends as much time with his children (Gabriel, 14 and Emme, 11) as possible. Together they enjoy watching and attending sporting events, visiting parks, hiking, and spending time outdoors.

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.