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Taylor Keen Group
taylor keen Wealth Team

Personalized Financial Planning for Today and the Future

We work with clients to help them understand their financial planning options for reaching their personal financial goals. Through a combination of financial advising and comprehensive future financial planning, clients can actively participate in their financial future and leave our office feeling confident and prepared.

About Us

Located in Franklin, Tennessee, the Taylor Keen Wealth Team provides comprehensive financial planning with integrity and expertise. Our services focus on the detailed review and analysis of all elements of your unique financial situation. Using this holistic approach, the Taylor Keen Wealth Team forms a plan which includes retirement planning, risk management, investment management, tax management, and estate planning. Our goal is to use our industry-renowned knowledge to help guide you to a place of financial independence.

Meet Our Team

Learn more about each of the dedicated members of the Taylor Keen Wealth Team.

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Taylor Keen

CFP®

Wealth Advisor

615-861-3514

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SageSpring Wealth Partners - Independent RIA in Franklin, TN
Karen Mason

Client Services Associate

330-221-6275

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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

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

Phone Number  
615.861.3514

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866.712.1657
Tacheny Perry

Client Services Specialist

402-505-7700

 

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Tacheny Perry

Client Services Specialist

I am excited to be the newest member of The Atchison Wealth Team, and work alongside Casey Newburn as a client service specialist. I grew up in Omaha and love that I’m now able to raise my own children here. This city and the people connected to it have a special place in my heart which is part of the reason I’m so committed to exceptional client care. It’s important to me to work diligently, ensuring timely communication and efficient request completion.

Before joining SageSpring, I was an educator and a free-lance writer. I earned an undergraduate degree from UNO in music education as well as a Master of Fine Arts in creative writing and am still actively involved in the community I found there.

Outside of work, I love spending time with my husband and three boys, especially when we’re creating memories by traveling together or working on fun projects. I also enjoy my quiet time, during which I like to work on writing projects or relax with a great book.

2025 04 22sagespring271485
Taylor Keen

CFP®

Wealth Advisor
615.861.3514

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Taylor Keen, CFP®

Wealth Advisor

Taylor is a CERTIFIED FINANCIAL PLANNER™ practitioner who’s dedicated to helping people achieve their financial goals. He graduated from the University of Tennessee Knoxville in 2016 and initially explored careers in healthcare software and commercial real estate. However, he soon realized his true passion in financial planning, inspired by an advisor he collaborated with.

Now, Taylor is an essential part of a dedicated Wealth Team, focusing on tax planning, sound investment strategies, estate planning, and insurance planning. He’s committed to providing comprehensive financial plans that make a real difference in his clients’ lives.

Taylor and his wife Madeline recently became proud parents, welcoming their first child, James Roman Keen, on July 17, 2023. Family holds a special place in Taylor’s heart, and he relishes spending cherished moments with them and their beloved bulldog, Teddy. The Keen family finds solace and community at the Church of the City in Franklin, further enriching their lives.

Outside of the office, Taylor values spending quality time with friends and family, and cheering on the Tennessee Vols and Titans.

Karen Mason
Karen Mason

Client Service Associate

615.861.6100 

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Karen Mason

Client Service Associate

With a diverse and eclectic background in customer service, Karen Mason has dedicated her life to helping others in several capacities. Her people-first mentality is a perfect fit for the SageSpring Wealth Partners team, and Karen’s friends in the community knew it was the place for her. After being introduced to our firm by those friends, and hearing about our outstanding reputation, Karen found a place where she was excited to spend her career.

Karen enjoys working in a welcoming, service-oriented environment that is very supportive of everyone. As a customer service associate, she is responsible for supporting her financial advisors on the Keen Wealth Team to help them provide the best guidance and recommendations to all clients in pursuit of their financial goals.

When Karen isn’t in the office, she loves anything that involves food and travel.

travis bio
Travis Curatolo

Financial Associate

615.861.6134

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Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

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.