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Swatzell Wealth Team
swatzell Wealth Team

Striving to Improve the Financial Lives of Every Client

At the Swatzell Wealth Team, we know that every client has a unique set of circumstances, goals, and priorities. That is why we are intentional in getting to know you and your personal financial goals. This allows us to deliver a personalized comprehensive plan, tailor-made to help you meet your needs. With over two decades of combined experience, we are committed to providing you the highest level of service, along with the education you need to help achieve financial confidence.

Recognized Among Tennessee’s Top Workplaces & Raymond James Executive Council

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About Us

With a focus on developing personalized, long-term plans, our team is dedicated to building lasting relationships with our clients in order to serve them well. Through our unique planning strategy, we can help provide reassurance and guidance, even throughout today’s rapidly changing financial conditions. We deliver thorough investment strategies to guide our clients in retirement planning, college planning, insurance, and estate planning – all in a tax-efficient manner.* As a team, we are deeply invested in you and we will always be there to walk you and your family through the many milestones of a fulfilling life.

*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 Swatzell Wealth Team.

Lucas Swatzell
Lucas Swatzell

Senior Vice President, SageSpring 

615-861-3518

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Dustin Schletzer
Dustin Schletzer

Branch Professional, RJFS 

615-861-6134

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Hannah Colbert
Hannah Colbert

Investment Executive, RJFS

931-388-3090
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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

Franklin Office
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3518

Columbia Office
816 S. Main Street Columbia, TN 38401
931-388-3090

Recent Insights

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How to Plan Financially For A Baby

In the excitement of a new baby on the way, many couples forget how important it is to think beyond the costs of nursery décor, bassinets, and those adorable onesies. While those are important, some

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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
Chelsey Wahlman
Chelsey Wahlman

Branch Professional, RJFS

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Chelsey Wahlman 

Branch Professional, RJFS

Chelsey Wahlman was born a Navy brat and spent the majority of her childhood travelling the world. After living in Florida, Italy, Virginia, and Germany, her family was stationed in Tennessee and they finally decided to make Tennessee their permanent home.

Chelsey earned her Bachelor’s degree in Psychology from University of Memphis and then decided to pursue a career in finance and earned her Series 7 and 66 licenses. She has over 9 years of financial industry experience and possesses a vast range of financial expertise, from the client support of individual portfolios to the management of a large company’s stock option plan.

In her current role with the Swatzell Wealth Team, Chelsey is instrumental in helping to meet client needs and objectives through executing trades, maintaining client portfolios, and handling all client service needs with a positive and proactive approach.

Outside of the office, Chelsey can be found spending time with her husband, Ben, and their two dogs, Finley and Denver. She enjoys running, hiking, and continues to travel as much as possible. 

Hannah Colbert
Hannah Colbert

Investment Executive, RJFS 
931-388-3090

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Hannah Colbert 

Investment Executive, RJFS

Hannah Colbert was born and raised in Lake Tahoe, Nevada and moved to Tennessee in 2012. She graduated from Middle Tennessee State University in 2018, where she earned her Bachelor’s degree in International Business. While pursuing her degree, she also began working in the insurance industry. She quickly found a passion for helping people through working closely with clients and their families. She joined SageSpring in 2019 as a part of our Client Services team.

As a client services associate, Hannah provides administrative support to our advisors and clients. She maintains and updates client account information, coordinates our events, and manages communications.

When she’s not working, you can find Hannah spending time with her cat Opie and dog Ziggy or trying out the newest restaurant in Columbia.

Dustin Schletzer
Dustin Schletzer

Branch Professional, RJFS 
615-861-6134 

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Dustin Schletzer

Branch Professional, RJFS

Dustin Schletzer holds a B.A. in music education from Middle Tennessee State University with a concentration in percussion. After several years as a music educator and performing percussionist, Dustin decided to follow a different passion, as he became licensed in Series 7 and 66, Securities Industry Essentials (SIE), and life and health insurance while pursuing a career in financial services.

In his current role on the Swatzell Wealth Team, Dustin assists financial advisors and provides quality services to clients. He processes trades, schedules and preps meetings, ensures files are up to date, and more.

SageSpring Wealth Partners came highly recommended to Dustin through family members and current clients of the organization. After meeting with several of the group advisors, Dustin immediately felt welcomed and wanted to join the team.

Among the things Dustin loves most about SageSpring are the positive work environment and working alongside experienced professionals who are willing to help in any capacity.

Outside of work, Dustin enjoys golfing, fishing, traveling, and grilling out with his family and friends.

Lucas Swatzell
Lucas Swatzell

Senior Vice President, SageSpring 
615-861-3518

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Lucas Swatzell

Senior Vice President, SageSpring

For the last thirteen years, Lucas has been refining his craft as a financial advisor. After graduating from Murray State University with a Bachelor of Science in Business, he then went on to pursue his Master’s Degree in Personal Financial Planning from the University of Alabama. Wanting to gain as much experience as possible, Lucas interned with Edward Jones in Nashville which led him to dive even deeper into the field by joining VALIC Financial Advisors in Brentwood with a special focus on retirement planning. All the while, Lucas continued his professional education by earning his Series 7, Series 66, Life, Health, and Insurance licenses and participating in the Executive Education Program for Financial Planning at Belmont University. With his passion for financial planning, Lucas joined SageSpring in 2014 as a Financial Advisor and also is an Investment Management Consultant through Raymond James Institute of Investment Management Consulting*.

Today, Lucas utilizes his vast knowledge and experience to help guide his clients through the complexities of retirement planning, investing, tax strategies, and other financial goals. To Lucas, one of the most fulfilling aspects of his career is being an active participant in his clients’ lives- working closely to identify their goals, implementing a plan of action, and celebrating with them as they strive to achieve life’s many milestones.

Outside of the office, Lucas can be found spending time with his wife, Kayla, and their three children. He is an avid mountain biker and exercise enthusiast and loves being outdoors. This is where he feels most at home as he was raised on a tobacco farm in rural Christian County, Kentucky.

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

Laurie Snively
Laurie Snively

CFP®

Financial Advisor, SageSpring, RJFS 
615.861.6117

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Laurie Snively

Financial Advisor, SageSpring, RJFS

Laurie Snively, CFP® brings a unique perspective to financial planning. She has been lucky enough to work in several industries, adding to the overall experience she brings to the team. She has worked as an entrepreneur and owned her own marketing firm. She also spent several years working as a wholesaler, where she worked with advisors on everything from crafting portfolios to behavioral education, as well as overall best practices for advisors focused on providing great service to their clients.

Based on her varied experience, Laurie wanted to prioritize joining a practice that takes client relationships and planning to the next level. Upon learning about SageSpring’s commitment to its clients financial planning, she knew immediately this was the organization she wanted to call home.

Laurie is passionate about helping people feel they can retire with confidence. Her clients inspire her every day as she helps them reach new goals they have long been working towards. As a Financial Advisor with SageSpring, Laurie currently holds Series 7, Series 66, and Health and Life insurance licenses. Outside of work, Laurie loves spending time with her family, all of whom live here in Tennessee. She also loves going for long walks with her rescue dog, Lucy.

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.