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Stansell Wealth Team

Financial Planning with the Right Investments to Help Meet Your Life Goals

Taking a comprehensive approach to your financial planning needs, we strive to provide professional wealth management services and strategies that instill confidence by outlining a clear and cohesive plan, using up-to-date technology and education to implement top-notch financial planning.

About Us

Located in Frisco, Texas, the Stansell Wealth Team’s goal is to provide honest, non-emotional advice for your financial planning needs. With services focused on investment management, tax planning, and assistance with employer benefits such as stock options, RSUs, and deferred compensation, the Stansell Wealth Team is committed to helping clients achieve financial independence. As a CERTIFIED FINANCIAL PLANNER™ professional, Cody Stansell works alongside his team to leverage innovative technology with a desire for every client’s experience to be as simple and hassle-free as possible. This includes DocuSign to electronically sign documents, as well as offering Zoom meetings for virtual collaboration.

Meet Our Team

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

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Cody Stansell

CFP®

Certified Financial Planner™, RJFS

972.987.1611

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Theresa Tucker

Client Operations Associate, SageSpring

972.987.1016

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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
972.987.1202

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Disclosure Information

Privacy Policy

© 2024 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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© 2024 |  Associated with Raymond James  |
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866.712.1657
Jane Cormack
Jane Cormack

Client Services, SageSpring 
205.981.7128 

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Jane Cormack 

Client Services, SageSpring

As a Client Services Associate, Jane Cormack assists our team with client paperwork, client fund requests, online access, and remote branch duties. She is integral to SageSpring’s operations and finds a great deal of fulfillment in supporting clients as they discover their financial needs and potential.

Jane began her career in banking. However, her career took a turn when she found herself working with a multi-million dollar performing arts center that asked her to establish and run its Human Resources Department as the Director. After a while, Jane felt called to leave the business world and went to volunteer with The Stephen’s Ministry, helping people heal through challenging life events. She ultimately reentered the business world when she had a life event of her own, and she finally landed at SageSpring.

Led to SageSpring after meeting one of our clients, Jane inquired about an assistant position; and as they say, the rest is history. She considers her connection to SageSpring a Divine appointment. Jane loves SageSpring’s core focus, purpose, and values because they align with her own. She especially enjoys connecting with clients to give them the caring, personal approach we value.

Jane has been married for over 30 years to her husband, Marc, and enjoys spending time with him and discussing the different books they are each reading. They have two cats they adore and can be accused of treating them like children, given they don’t have any. She also enjoys painting, crocheting, and learning brush lettering. 

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Theresa Tucker

Client Operations Associate 
972.987.1016 

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Theresa Tucker

Client Operations Associate 

Theresa Tucker spent much of her career as a Human Resource Specialist. She served as a HR generalist for a national real estate firm, as well as directing HR for the UMG companies.

Theresa serves the Stansell Wealth Team as Client Operations Associate. She promotes a hassle-free experience for clients, while preserving the accuracy of their information.

Outside of work, Theresa enjoys camping, hiking, horseback riding, and exploring the great outdoors. Her true joy and fulfillment come from spending time with her family. Theresa and her husband, Steve, have three children and two amazing grandchildren. 

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Cody Stansell

CFP®

CERTIFIED FINANCIAL PLANNER™, RJFS 
972.987.1611 

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Cody Stansell 

CERTIFIED FINANCIAL PLANNER™, RJFS

Cody’s foremost goal is to provide a wealth management experience built on trust and communication.

He understands that our industry is all about trust, which takes time to earn but can be tarnished or lost rather quickly. Cody strives to provide the same advice to clients that he would his own mother, brother, or friend so that trust is established and integrity is never questioned.

As a CERTIFIED FINANCIAL PLANNER™ professional, Cody also understands simply providing investment advice isn’t enough for today’s investor. Having a specialty in tax planning, evaluating employee benefits, and estate planning guides the type of advice Cody provides to clients as their life and career evolve.

Before joining SageSpring Wealth Partners, his professional career was rooted in following the fiduciary standard while serving clients at a wealth management and trust division of a West Texas Bank. It was there he discovered that truly assisting a client means understanding their entire financial picture and desires—a principle that became the very foundation of his professional life today.

In Cody’s downtime he loves tapping into his inner “American Pioneer” heart by building wooden furniture, backyard sheds, and house remodeling projects. Cody is beyond blessed to be married to his wife, Melissa, and have two beautiful daughters, Jordy and Darby. They are members of The Branch Church in Farmers Branch. And, as an avid Texas football and baseball fan, Cody cherishes the good years compared to the bad!

*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.

**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. 

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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

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.