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Jason Poe Wealth Team

Finding Solutions for Every Client

Our team provides our clients with sound financial advice and innovative strategies to help build wealth. Our comprehensive financial planning approach prepares our clients for financial stability, despite market fluctuations.

About Us

First, we analyze a client’s financial history, looking at money held in investments, savings accounts, and retirement funds. Next, we build on that information, taking into account expenses, financial goals, and legacy building.

Every piece of advice we give is carefully researched, so that you can feel confident in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposits, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market.

We analyze all the options to come up with an approach that fits your goals and needs, and help you effectively and efficiently save for retirement, pay fewer taxes, and transfer your wealth.

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Meet Our Team

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

Jason Poe
Jason Poe

Executive Vice President, SageSpring | Financial Advisor, RJFS

972-987-1630

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Sarah Williams
Sarah Williams

Executive Assistant, SageSpring


972-987-1630

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Hayden Lusk
Hayden Lusk

Financial Professional, RJFS

 

972-987-1630

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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

Street Address
2601 Network Blvd., Suite 101
Frisco, TX 75034

Phone Number
972-987-1630

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
Hayden Lusk
Hayden Lusk

Financial Professional, RJFS 

972-987-1630

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Hayden Lusk 

Financial Professional, RJFS 

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

Before joining SageSpring, Hayden began his professional career working in corporate finance but decided to pursue an opportunity with SageSpring because of the strong culture and the impact he can have on clients’ lives.

Hayden grew up in McKinney, TX, and is a graduate of the University of Alabama. There, he earned undergraduate degrees in Finance and Economics, as well as an M.S. in Data Analytics. Outside of the office, he enjoys spending time with family and friends, participating in outdoor activities, and cheering on the University of Alabama’s sports teams. 

Sarah Williams
Sarah Williams

Executive Assistant, SageSpring  
972-987-1630

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Sarah Williams 

Executive Assistant, SageSpring

Sarah’s focus is making sure the team operations are running smoothly. She attends and assists in client meetings. She coordinates all meeting preparation, follow-up items that may have been identified during a client meeting and makes certain that all tasks are completed in a timely fashion. Sarah has 6 years of industry experience and is capable of assisting with any situation short of making explicit investment decisions.

Sarah is an honors graduate of Texas Christian University. Originally from Pittsburgh, Pennsylvania, Sarah moved to the Dallas area in 2011 with her family and is now happy to call Texas her home. 

Jason Poe
Jason Poe

Executive Vice President, SageSpring | Financial Advisor, RJFS 
972-987-1630

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Jason Poe 

Executive Vice President, SageSpring | Financial Advisor, RJFS 

Jason is the Financial Advisor and team lead. The majority of his time is spent meeting with clients. This can be face to face, via phone call, or utilizing internet based resources depending on your preference. Jason works with his clients to create a predictable path to and through retirement. This path includes; comprehensive retirement planning, investment management, risk identification and mitigation, estate planning in conjunction with your attorney and tax analysis in tandem with your CPA.

Jason has received his Series 7, Series 24, Series 63, Series 65 and Group I Insurance License. He is registered with Raymond James Financial Services, Inc. and has been working in the industry since January 2000. Jason grew up in west Texas and is a graduate of Texas State University. He resides in McKinney, Texas with his wife Melissa and their three children. 

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.