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Sircy-Hurd Wealth Team

Helping Improve the Financial Lives of Every Client

We believe in working together to determine the best way to serve you and your family. That is why we are intentional about getting to know you and your personal financial goals so that we can deliver a tailor-made, personalized approach for your wealth planning needs. With integrity, honesty, and expertise, we are committed to helping you reach your life goals through comprehensive financial planning solutions.

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

Conveniently located in the Cool Springs district of Franklin, Tennessee, the Sircy-Hurd Wealth Team serves clients in the greater Nashville area and beyond, taking a team approach to serve you and your family with sound financial advice. Led by Bob Sircy, CPA and Senior Executive Vice President at Southwestern Investment Group, and Zach Hurd, CFP® and Executive Vice President at Southwestern Investment Group, the Sircy-Hurd Wealth Team’s background and financial expertise equip them to deal with a broad range of financial issues.

With a focus on helping you develop personalized, long-term plans and a comprehensive financial planning strategy, the Sircy-Hurd Wealth Team can guide you in retirement planning (accumulation or distribution phases), college planning, insurance (Life, Long-Term Care, and Disability), and estate planning—all with the goal of minimizing taxes. Our two main goals are to delight clients in the areas we can control and improve clients’ lives over time. Even more, we are committed to monitoring and supporting our clients’ wealth strategies for ongoing success.

In addition to thorough comprehensive financial planning, our team is known for excellent customer service. If you are on the search for an experienced and trustworthy Middle Tennessee financial planner, we are here to serve you! Learn more below about our outstanding team of
professionals and how we work together to serve you.

Meet Our Team

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

bob sircy
Bob C. Sircy, Jr.

CPA

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

615-861-3511

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zach hurd
Zach Hurd

CFP®

Executive Vice President, SageSpring

 

615-861-6118

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julie porter
Julie Molteni Porter

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

615-861-6123

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Crystal Imperiali

Investment Adviser Representative, SageSpring | Financial Professional, RJFS

615-432-4438

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harrison holder
Harrison Holder

CPA

Wealth Advisor, SageSpring

615-861-8871

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

“Getting to know the hearts of our clients and then help them strategize financial goals and plans that make the most sense for them is, by far, the most rewarding part of my job. Seeing clients feel confident in their futures gives me the drive and determination to wake up each day and know that I’m making a difference in our world.”
Bob Sircy
“We take great pride in serving their clients by helping them develop their long-term financial plan to accomplish their lifelong goals.”
Zach Hurd
“Being a completely independent team ensures that our allegiance is with the client and not with any particular product. This allows us the freedom to soundly advise our clients on virtually any financial issue that keeps their best interests front and center.”
Bob Sircy
“For our team, it’s not about growing our client roster but instead about growing wealth for our clients. Guiding clients with personalized, long-term financial plans is our ultimate goal.”
Zach Hurd
“We pride ourselves on our customer service and genuine relationships with our clients. I truly believe it’s what keeps them coming back and telling their families and friends about us as well.”
Elisa Leftridge Jones
“Being a part of a team of individuals who are not only highly qualified but truly committed to providing comprehensive, personalized financial solutions is something I do not take for granted. In many ways, we’re like a family, and our clients quickly become an extension of that.”
Julie Porter
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Our Specialty Services for Wealth Planning

Through our comprehensive and personalized wealth planning services, our team can help you accomplish your goals. Discover our specialty financial planning services below.

Retirement Planning
We can guide you in your retirement planning, suggesting alternative streams of income where applicable, so that you can comfortably ease into retirement and a well-planned future.
Tax Planning
Our tax code knowledge helps us carefully incorporate your taxes into financial planning. From tax return reviews to Roth conversions to ongoing tax reporting, we’ll help you feel confident in your tax-related financial plans. 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.
Charitable Giving
If you have a goal of making a difference through charities that are close to your heart, our team can guide you toward making a strategic impact through charitable giving with the appropriate donation vehicles and tax benefits.
Inheritance Planning
Through our team’s sound comprehensive inheritance planning advice, you can maintain control over how and when your assets will pass on to your loved ones.
Investing
From investment selections to asset allocation to portfolio management and more, our investment guidance can help you maximize your return with tax-efficient practices.
Estate Planning
When it comes to leaving a legacy, it’s important to have a holistic estate plan. Our estate planning guidance can assist you with asset protection, 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

Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067

Corporate Phone 
615-861-6118

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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  |  Client Summary

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615.861.6100
harrison holder
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.

julie porter
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.

zach hurd
Zach Hurd

CFP®

Executive Vice President, SageSpring 
615-861-6118

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Zach Hurd

Executive Vice President, SageSpring

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.

bob sircy
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.)

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 is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. 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 grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s 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.

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 an advisor’s future performance. No fee is paid in exchange for this award/rating.

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