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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.

Taylor Keen
Taylor Keen

Financial Advisor, SageSpring | Financial Professional, RJFS

615.861.3514

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Karen Mason
Karen Mason

Client Service Associate, SageSpring

615.778.0262

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daniel ahlbrandt
Daniel Ahlbrandt

Client Services Associate, SageSpring | Branch Associate, RJFS 

615.861.3506

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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

Recent Insights

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Women Taking the Reins on Their Finances

March is Women’s History Month, and we want to celebrate the achievements of women around the world. Women are making incredible advancements socially, culturally, politically — and yes, economically. Traditionally, finance is a field that’s

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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

SEARCH
615.861.6100
daniel ahlbrandt
Daniel Ahlbrandt

Client Services Associate, SageSpring | Branch Associate, RJFS
615-861-3506

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Daniel Ahlbrandt

Client Services Associate, SageSpring | Branch Associate, RJFS

Taylor Keen
Taylor Keen

Financial Advisor, SageSpring | Financial Professional, RJFS 
615.861.3514

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Taylor Keen 

Financial Advisor, SageSpring | Financial Professional, RJFS 

Taylor received his Bachelor’s degree in Business from the University of Tennessee. After graduating, he moved to Nashville to begin his career.

As a mentee in the Mentorship Program at SageSpring Wealth Partners, his responsibilities are to aid his mentor, while learning how to best support a client’s needs. He is learning the basics of comprehensive financial planning and how to best provide value for the relationships he will one day build. He also helps prepare for and observes meetings in order to pick up skills that will help him serve his clients to the highest degree.

When he arrived in Nashville, Taylor began as a SageSpring client because of his belief in their core values and how they treated people. Through this working relationship, he saw how great of a place SageSpring Wealth Partners really was because of the company’s approach to serving others. Taylor then began pursuing a career to serve people through financial planning and knew this was where he needed to be.

Taylor loves how the passion he sees within his colleagues at SageSpring that pushes everyone to always be learning and putting relationships first. In his time here, Taylor has found that everyone has an open door policy and is willing to help at any time.

In his spare time, Taylor loves to be with friends and family and always tries to stay active. He enjoys cooking (or trying to) and throwing cookouts with his friends.

Karen Mason
Karen Mason

Client Service Associate, SageSpring 

615.861.6100 

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Karen Mason

Client Service Associate, SageSpring

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.

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 has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. 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 raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**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.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

Ramsey Solutions’ 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.

Raymond James is not affiliated with any of the organizations mentioned above.