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Purifoy Wealth Team

Focused on What Matters 

At the Purifoy Wealth Team, we know you want to be the kind of person who’s focused on what matters. In order to do that, you need a plan for your money you know will work. The problem is that when it comes to your plan, there are many crucial and overwhelming decisions to make. That’s why you deserve a trusted advisor. Especially for retirees, entrepreneurs, and executives, we understand how difficult your financial choices can be, which is why we help you make wise decisions with tax planning, retirement income planning, and so much more.

Recognized Among the Nation’s Top Wealth Advisors and Tennessee’s Top Workplaces

Since 2020 Tennessean Top Workplaces
Since 2019 Forbes Best In State Advisor
Since 2008 Raymond James Leader's Council

About Us

Located in Brentwood, Tennessee, just minutes south of Nashville, the Purifoy Wealth Team is a dedicated team of financial and investment professionals who utilize only the most effective strategies in order to help you reach your full potential. With CFP® designations on our team, our innovative approach is designed to help you save more of your hard-earned money. We do this by utilizing our background and expertise in order to sort through all the noise and misinformation in the financial services industry, so we can help guide you from distractions that slow you down or cost you more.

We have a unique ability to help our clients connect their thoughts and feelings about money with their needs and desires in life. This is our holistic, integrated approach to wealth management that involves both the head and the heart. In addition, our specialized background allows us to identify investment opportunities and tax efficiencies that others can miss. We are more focused on the efficiency of growth, which can help our clients to keep more of their hard-earned money.

Schedule a complimentary call today to learn more about how our team can keep you focused on what matters most!

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Meet Our Team

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

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Michael Purifoy
Michael J. Purifoy

CPA, CFP®

Senior Executive Vice President, SageSpring  

615-432-4431

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Kevin Underwood
Kevin Underwood

Financial Professional, SageSpring | Financial Professional, RJFS

615-432-4443

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Julia Popova
Julia Popova

CFP®

Financial Planner, SageSpring 

615-432-4437

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Catherine Schricker
Catherine I. Schricker

Client Services Representative, SageSpring

615-432-4448

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Daniel Browne

Financial Planner Associate, SageSpring | Registered Representative, RJFS

615-761-9143

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James Ridley
James Ridley

CFP®

Financial Advisor, RJFS

615-861-6132
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Video Resources

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Here’s How We’re Focused on What Matters Most

"We take the time to truly know our clients, understanding their goals and developing and executing their ongoing, strategic, financial plans."
“It’s about having a deeper, more impactful financial experience – that’s how you bring lasting positive change to a financial plan in someone’s life."
“Our clients want to earn more money. They also don't want to worry. Only a fully-integrated approach like ours will help guide clients toward genuine financial peace."
"Together, we can help you prevent a mistake that costs you forever, so instead you can feel the freedom to choose the life you’ve always wanted to live."
“Through building intentional and meaningful relationships with our clients, we’re able to provide comprehensive financial advice that leads to a well-planned life."
"As we work mostly with retirees and those looking to retire, we’ve learned the value of helping clients have confidence that they’re on track for retirement. Not only do they trust us, but they tell others who also grow to trust us as well."
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Our Specialty Wealth Management Services

Through our comprehensive wealth management services, our team can help families, executives, and entrepreneurs accomplish your financial goals through a holistic and integrated approach. Discover our specialty wealth management services below.

Wealth Management
Keeping your unique financial goals top of mind, we can help you reach them through a comprehensive and focused approach to wealth management. From investments to financial advice, we can guide you through the simplest to the most complex financial issues.
Tax Planning
We can help you carefully incorporate tax efficient strategies into your financial planning. Our team can help you make tax advantaged decisions now that can help in the long run
Charitable Giving
Charitable giving is one of the many ways we can make a notable difference in our world. If you have charities that are close to your heart, we can guide you in making a strategic impact with your giving, including your available tax benefits
Retirement Income Planning
Whether you’re a retiree or looking toward retirement, we’ll guide you in your retirement income planning, so that you can comfortably ease into retirement and a well-planned future. We’ll help to determine which accounts to take income from in retirement to help your money grow as efficient as possible.
Estate Planning
Want to leave a financial legacy for your family? If you’ve been wondering where to begin, our team can help you alleviate potential family stress through careful guidance in asset protection, reducing your family’s tax burden, trust implementation, and more.

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
12 Cadillac Drive, Suite 100
Brentwood, TN 37027

Phone Number
615-432-4431

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
daniel browne
Daniel Browne

Financial Planner Associate, SageSpring | Registered Representative, RJFS
615-761-9143

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Daniel Browne

Financial Planner Associate, SageSpring | Registered Representative, RJFS

Daniel is a Financial Planning Associate with SageSpring Wealth Partners. As a member of the Purifoy Wealth Team, Daniel is responsible for the service of our clients’ comprehensive financial plans. Daniel has a passion for helping individuals and families discover the “why” behind the “what” of financial planning. 

Prior to joining SageSpring, Daniel worked at Northwestern Mutual, where he held various investment management and training roles. He holds Series 7, 65, and 63, and Life and Health licenses. 

Daniel grew up in Dallas, Texas and attended Belhaven University in Jackson, MS, where he studied Business Administration. Daniel is married to Abby, and they have two children, Gia and Henry. Outside of work, they enjoy spending their time with family, exploring local parks, and occasionally playing a high-stakes game of Wii Tennis. 

Catherine Schricker
Catherine I. Schricker

Client Services Representative, SageSpring 
615-432-4435

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Catherine I. Schricker

Client Services Representative, SageSpring

Cathy helps coordinate and manage all aspects of client services. Cathy has many years of experience in various office environments and before joining Michael’s team was most recently the National Tradeshow and Conference Manager for Landis+Gyr, an energy management company and a subsidiary of the Toshiba Corporation, where she worked for 16 years.

In 2015 Cathy and her husband, Bob, relocated to Nashville from Brainerd, MN where they resided for 20+ years. They have three adult sons and are devoted Green Bay Packer fans. Outside of work Cathy is an active member of her church, and enjoys traveling, reading, and biking.

Julia Popova
Julia Popova

CFP®

Financial Planner, SageSpring 
615-432-4437

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Julia Popova

Financial Planner, SageSpring 

Julia is a Financial Planner with SageSpring Wealth Partners. As a member of the Purifoy Wealth Team, Julia is responsible for working with clients to develop and implement comprehensive financial plans, while also helping to oversee daily operations. Julia has a passion for building relationships and is committed to providing quality service to clients.

Prior to joining SageSpring, Julia worked at UBS Financial Services, Inc., and Merrill Lynch Wealth Management, where she held various operational and management roles. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 66, 9, 10, and Life and Health Insurance licenses.

Julia grew up in Orange County, California and attended the University of California, San Diego, where she studied Economics and minored in Account and Business Administration. Outside of work, Julia and her fiancé spend their weekends hiking, trying new restaurants in the area, and traveling. In her free time, she also enjoys watching football, reading, and playing tennis.

Kevin Underwood
Kevin Underwood

Financial Professional, SageSpring | Financial Professional, RJFS 
615-432-4443

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Kevin Underwood

Financial Professional, SageSpring | Financial Professional, RJFS

Kevin will serve as a Financial Professional with SageSpring Wealth Partners and Raymond James Financial Services. As a member of the Purifoy Wealth Team, Kevin works closely with our advisors and team members, providing support and assistance in all aspects of helping clients to achieve their goals.

Prior to joining SageSpring, Kevin worked at Shamrock Trading Corporation, where he held various roles in including Regional Sales Director in which he managed teams all over the country.

Kevin grew up in Knoxville, TN and he attended the University of Tennessee, where he majored in Business Administration. Kevin and his wife, Katie, planted roots in Nashville in 2015 after living all over the Southeast and in Berlin, Germany.

Kevin and his wife have one daughter, Izzy James. Kevin and Katie contribute much of their time to YoungLife in the Nashville area where Katie is on full time staff. Kevin enjoys spending much of his time with his family, traveling, hiking and anything involving sports.

Michael Purifoy
Michael J. Purifoy

CFP®, CPA

Senior Executive Vice President, SageSpring 
615-432-4431

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Michael J. Purifoy

Senior Executive Vice President, SageSpring

Michael J. Purifoy, CPA, CFP® has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs and executives by taking the time to truly know his clients, understand their goals, and develop and execute their ongoing, strategic, financial plans.

A native of Knoxville, Michael attended one of the nation’s top public accounting programs and holds both a master’s degree in accounting and a degree in business administration from the University of Tennessee, where he served the student body through leadership positions in student government and contributed much of his time to the Knoxville community through Young Life.*

Since joining SageSpring Wealth Partners, Michael has been named a member of the firm’s Executive Leadership Board, and has been recognized as a member of Raymond James Financial Services “Executive Council” from 2012 to 2018 and “Leaders Council” in 2019.** Michael works 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, Michael leads the Purifoy 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.

In order to meet the highest standards of professionalism and ethics in the industry, Michael is a CERTIFIED FINANCIAL PLANNER™ professional*** and a Licensed Certified Public Accountant.**** Michael is also a participant of the Dave Ramsey SmartVestor program.

As independent advisory businesses, neither SageSpring Wealth Partners nor Purifoy 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 three million client accounts through 7,800 financial advisors worldwide.

Michael and his wife Lindsey have three boys, Jacob, Luke, and Sam. Michael enjoys spending much of his time with his family, playing golf, coaching youth basketball, and cheering on the Vols.

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and the Purifoy Wealth Team are not registered broker/dealers and are Independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional

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, Raymond James Financial Services Advisors, Inc. (“RJFSA”) 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. RJFSA and its affiliates (collectively, “Raymond James”) do 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 Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

* Raymond James does not endorse and is not affiliated with Young Life.

**Executive Council 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
advisors future performance. No fee is paid in exchange for this award/rating.

***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.

**** CPA services are not provided by Raymond James.

James Ridley
James Ridley

CFP®

Financial Advisor, SageSpring 
615.861.6132

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James Ridley

Financial Advisor, SageSpring  

James Ridley is originally from Henderson, Kentucky. He attended Belmont University, where he graduated with a business degree in Entrepreneurship. After some successful years as a real estate investor, James decided to pursue his passion for helping families understand their financial situation and assist them in reaching their goals.

As a CERTIFIED FINANCIAL PLANNER™, James works hand in hand with clients to create, implement, and maintain plans for those seeking financial freedom. James has a desire to serve others and is excited for the opportunity to learn more about clients’ lives and what is important to them.

Outside of work, James enjoys volunteering with Young Life and spending time outdoors – where he can often be found playing soccer, hiking, or going rock climbing.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.