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Sircy-Hurd Wealth Team

Helping Improve the Financial Lives of Every Client

Our mission is to nurture lasting client relationships and provide exceptional service. We see financial planning as more than numbers; it’s about giving you the financial freedom to pursue your dreams. We’re committed to crafting personalized strategies that secure your financial well-being and empower you to live the life you aspire to. We’re not just advisors; we’re your dedicated partners on your path to financial success.

Recognized Among Forbes Best-in-State Wealth Advisors and Tennessee’s Top Workplaces

Since 2020 Tennessean Top Workplaces
Since 2019 Forbes Best In State Advisor

About Us

Located in Franklin, Tennessee, the Sircy-Hurd Wealth Team is dedicated to building lasting relationships and delivering exceptional customer service. We take a unique approach, placing the utmost importance on building lasting relationships and delivering exceptional customer service. Our mission is to serve our clients in a way that grants them the time and freedom to focus on what truly matters in their lives.

With a wealth of experience and financial expertise, we craft personalized, long-term plans and strategies covering retirement, college funding, insurance, and estate planning. Our mission is to secure your financial future, allowing you the freedom to focus on what truly matters.

Our core goals are twofold: delighting clients and enhancing lives over time. If you’re seeking an experienced, trustworthy financial planner in middle Tennessee, discover our exceptional team below.

Meet Our Team

Learn more about each of the dedicated members of the Sircy-Hurd Wealth Team.

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Zach Hurd

CFP®

Partner & Senior Executive Vice President, SageSpring | Team Lead, Sircy-Hurd Wealth Team

615-861-6118

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Bob C. Sircy, Jr.

CPA

Founder & Emeritus Wealth Advisor, Sircy-Hurd Wealth Team, SageSpring

615-861-3511

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Harrison Holder

CPA

Wealth Advisor, SageSpring

615-861-8871

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Crystal Imperiali

Investment Adviser Representative, SageSpring | Financial Professional, RJFS

615-432-4438

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Jennifer Morris

Investment Adviser Representative, SageSpring | Financial Professional, RJFS

615-861-6133

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Julie Molteni Porter

Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS 

615-861-6123

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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
  • Goal-Based Planning
  • Retirement Contributions
  • Retirement Withdrawal Planning
  • Social Security Strategy
  • Pension Optimization
  • Medicare Planning
Investments
  • Investment Selection
  • Asset Allocation
  • Portfolio Management
  • Investor Risk Assessment
  • Cash Management
  • Education Planning
Taxes
  • Tax Return Review
  • CPA Coordination
  • Tax Loss Harvesting
  • Roth Conversion Strategy
  • Ongoing Tax Reporting
  • Charitable Giving Strategies
Business Owner
  • Entity Structure Comparison
  • Retirement Plan Consulting
  • Succession Planning
  • Buy Sell Agreements
  • Employee Benefits
Estate Planning
  • Estate Document Coordination
  • Beneficiary Review
  • Asset Protection
  • Trust Implementation
  • Legacy Planning
Risk Management
  • Emergency Fund Determination
  • Life Insurance Analysis
  • Disability Protection
  • Long-Term Care Planning
  • Property & Liability Protection
  • Key Man Insurance
Employer
  • Employer Plan Contributions
  • Retirement Plan Investments
  • Option Execution Strategies
  • Deferred Compensation
  • Stock Plan Analysis
Other
  • Behavioral Financial Coaching
  • Divorce Settlement Consulting
  • Windfall Investment Plans
  • Cashflow Analysis
  • Money Movement
  • Securities Based Lending

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

Corporate Phone 
615-861-6118

Recent Insights

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Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. 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.

Read full Disclosure

 

© 2024 |  Associated with Raymond James  |
Form ADV Brochure – Pre-Fidelity Transition  | Form ADV Brochure – Post-Fidelity Transition | Form CRS – Pre-Fidelity Transition  | Form CRS – Post-Fidelity Transition | Privacy Policy – Pre-Fidelity Transition | Privacy Policy – Post-Fidelity Transition

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866.712.1657
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Jennifer Morris

Investment Adviser Representative, SageSpring | Financial Professional, RJFS
615-861-6133

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Jennifer Morris

Investment Adviser Representative, SageSpring | Financial Professional, RJFS

Bringing over two decades of experience in the wealth management industry, Jennifer joined the Sircy-Hurd Wealth Team in March 2024 with a dedication to excellence in serving each client she encounters. With her unwavering focus on helping clients find the best way forward to pursue their financial goals, Jennifer ensures their aspirations are met with precision and care, backed by her AAMS™ certification.

Born and raised in Huntington, WV, Jennifer earned her BBA in Finance from Marshall University before embarking on her successful career. However, her journey led her to Franklin, TN, where she relocated to be closer to her family. In her free time, Jennifer cherishes moments spent with her loved ones, including her two sisters, two nieces, and a nephew.

When she’s not busy helping clients secure their financial futures, Jennifer enjoys indulging in her passions for cooking and wine tastings. She also keeps active with her beloved dog, Harley, ensuring every moment is filled with joy and fulfillment

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Harrison Holder

CPA

Wealth Advisor, SageSpring 

615-861-8871

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Harrison Holder

Wealth Advisor, SageSpring 

Harrison is originally from Knoxville, TN, where he attended the University of Tennessee and obtained a Bachelor of Science in Accounting with a collateral in Finance and a Master’s degree in Accounting, concentrating in Information Management. There he served as executive leadership with his fraternity and as Vice President of the accounting organization, Beta Alpha Psi. Upon graduation, Harrison began his career as an auditor at Ernst & Young in Nashville, TN, with a focus in service in manufacturing and healthcare. Harrison then joined the Sircy-Hurd Wealth Team in August of 2022 as a team Wealth Advisor. Outside of work, Harrison holds commitments with his church and enjoys spending time with his family and friends, playing music, and traveling.

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Crystal Imperiali

Investment Adviser Representative, SageSpring | Financial Professional, RJFS
615-432-4438

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Crystal Imperiali 

Investment Adviser Representative, SageSpring | Financial Professional, RJFS

Crystal brings to SageSpring Wealth Partners experience in the wealth management industry and over 20 years’ experience in the customer service industry. Prior to working in the wealth management industry, Crystal was responsible for managing business operations for multiple locations for a luxury salon and spa in Hawaii. She was instrumental in their success due to her business acumen and previous experience as a licensed cosmetologist. She continues to enhance her knowledge in financial services, including completing her Associate of Science degree and becoming a licensed financial advisor.

Responsible for new client onboarding and relationships, Crystal oversees incoming and outgoing securities transactions and assists clients with account inquiries. She appreciates the sincere and welcoming presence of SageSpring team and their focus on integrity and decisions based on the client’s best interests.

Crystal lives locally in Williamson County and enjoys spending time with family, friends, and her rescue dog, Nash. She loves to travel both domestically and abroad, experiencing unfamiliar cultures and food.

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Julie Molteni Porter

Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS 
615-861-6123

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Julie Molteni Porter 

Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS

A graduate of Middle Tennessee State University, Julie Porter joined SageSpring Wealth Partners in October of 2018. She brings more than 20 years of customer service, client relations, and administrative experience. Julie’s role is vital and includes multiple responsibilities, such as scheduling client meetings, incoming and outgoing correspondence, and communicating with clients on a daily basis.

Just prior to joining SageSpring, Julie worked with a company that provided HR Solutions to a variety of business owners. She helped others connect better with their employees and helps our team connect better with our clients. Julie enjoys working at SageSpring because of the individuals she connects with on a daily basis and the team’s community involvement.

Julie resides in Brentwood with her husband Todd. They have two sons, Jacob and Jordan, and two daughters, Ashleigh and Abby. She currently sits on the Board of Directors for the Brentwood Rotary Club, as well as for the Brentwood Rotary Club Charitable Foundation. She has her Health and Life License. She enjoys spending time with family, watching UT football, and entertaining at home.

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Zach Hurd

CFP®

Partner & Senior Executive Vice President, SageSpring | Team Lead, Sircy-Hurd Wealth Team

615-861-6118

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Zach Hurd

Partner & Senior Executive Vice President, SageSpring | Team Lead, Sircy-Hurd Wealth Team

Zach Hurd is a CERTIFIED FINANCIAL PLANNERTM practitioner and Executive Vice

President at SageSpring Wealth Partners, and a Financial Professional for Raymond James Financial Services. Through Raymond James Financial Services, Inc., Zach provides their clients with sound investment strategies designed to build wealth through comprehensive financial planning. Zach’s integrity and commitment to excellence equip him to soundly advise their clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.

Zach holds the Series 7, 66, Life and Annuity licenses, is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a financial professional with Raymond James Financial Services, Inc.

Zach is originally from Portage, Michigan. He graduated from Bethel University in Minneapolis, MN with a degree in Finance and Economics and a minor in pre-medical studies. While at Bethel, he was the captain of the university’s basketball and soccer teams. Zach and his wife, Jourdan, currently reside in Brentwood with their daughter, Hallie. They are involved with their local church, Midtown Fellowship Church and in their free time, Zach and Jourdan spend time with their Goldendoodle, Colbie, golfing, cheering on the Nashville Predators, and enjoying as much time as they can on the lake.

An extremely important aspect that Zach enjoys at SageSpring is in being a part of an INDEPENDENT team. By being completely independent, the team’s allegiance is with the client and not with any particular product—as the team is not obligated to sell any proprietary funds or products.

Rather, we have access to thousands of 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.

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Bob C. Sircy

Jr., CPA

Senior Executive Vice President, SageSpring | Investment Management Consultant, RJFS 
615-861-3511

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Bob C. Sircy

Senior Executive Vice President, SageSpring | Investment Management Consultant, RJFS

Bob Sircy and our team provide clients with a comprehensive financial experience that has helped make SageSpring Wealth Partners one of the nation’s top producing branches of Raymond James Financial Services, Inc. Bob’s integrity and financial expertise, aligned with his designation as a Certified Public Accountant, equip him to advise his clients on virtually any financial issue. His ethical approach combined with his commitment to excellence exemplifies the overall financial assistance provided by our team.

Bob is involved with a number of professional and civic organizations. He is currently serving, or has previously served on a variety of boards and organizations, including:

▪ Member of the Nashville Chapter of the Tennessee Society of CPA’s
▪ Member of the Financial Planning Association – Middle Tennessee Chapter
▪ Member of the Nashville Chapter of Financial Executives International – Past President, and Directorand The Financial Executives Networking Group (FENG)
▪ Member of the Finance Committee of the United Way of Metropolitan Nashville – Past Treasurer and Member of the Board of Trustees Alumni
▪ Member of the College of Business Alumni Board and Member of the Business Leadership Council
▪ Executive Committee, Lipscomb University – recipient of the 2005 Distinguished Alumnus Award
from The College of Business
▪ Member Christian Business Leaders Roundtable
▪ Director of the Brentwood Rotary Club, Past Director Brentwood Rotary Club Foundation
▪ Director, Wang Foundation for Sight Restoration
▪ Past Treasurer and Member of the Board of Directors of the Direct Selling Association, Washington,
D.C.
▪ Past Treasurer and Member of the Board of Directors of the Direct Selling Education Foundation in
Washington D.C. – the 2008 recipient of the Circle of Honor Award –(annual award to an individual
based on outstanding service to the Foundation)
▪ Past Director and Past Treasurer of BrightStone, Inc., an organization to assist adults with special
needs
▪ Past Director, Live Beyond (formerly Mobile Medial Disaster Relief)

Bob began his business career with what is now Deloitte & Touché. He remained there 6 years rising to Manager. He was then recruited by a local Nashville public company where he served as Vice-President of Finance and Secretary/Treasurer and a member of the Board of Directors. Bob was next recruited to Southwestern/Great American Inc., where he served as Vice-President and Chief Financial Officer and served on the Board of Directors. During his tenure at Southwestern, Bob served as CFO to a number of the Southwestern companies, several of which he helped start, including Southwestern Investment Group (now SageSpring Wealth Partners), Bob has counseled with many executives, employees, and independent contractors. Bob has also taught numerous sessions on personal financial issues, his topic of passion.

A Native of Nashville, Bob graduated from Lipscomb University with a degree in Accounting and Management. While attending the University, he was elected as President of the student body, President of the professional business fraternity, and voted “Mr. Lipscomb” by his peers – one of whom he married. Bob and Karen, married for over forty years, are proud parents of three. They are active members of the Brentwood Hills Church of Christ, and Bob is an alumnus of Christian Leadership Concepts (CLC.)

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, 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.