SEARCH
615.861.6100
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

Learn More
Envelope
Christina Hausner
Christina Hausner

Client Service Associate, SageSpring

 

Learn More
Envelope

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.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Our Location

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

Phone Number  
615.861.3514

Recent Insights

mom and dad hold baby legs.

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

Read More +
VIEW ALL BLOGS

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.

Read full Disclosure

 

© 2023 |  Associated with Raymond James  |  Client Summary

SEARCH
615.861.6100
Christina Hausner
Christina Hausner

Client Services Associate, SageSpring 

Envelope File-video

Christina Hausner 

Client Services Associate, SageSpring 

Christina Hausner is a Client Services Associate at SageSpring Wealth Partners. As part of the Atchinson Wealth Team, Christina collaborates closely with Casey Newburn as the main point of contact for clients. Her day-to-day responsibilities include proactively reaching out to clients to address their needs, as well as working to ensure the team maintains an exceptional level of service as the practice grows.

With a career in the financial services industry spanning more than 25 years, Christina joined the Atchinson Wealth Team seeking a role where she could continue assisting clients while working within a close-knit team. She was drawn to SageSpring due to the quality and care of service the firm provides to clients and its commitment to helping others.

Born and raised in Omaha, Christina received a Bachelor of Arts degree in English from the College of Saint Mary. Outside of the office, she and her husband, Mike, are avid sports fans and enjoy watching and cheering for the Omaha Storm Chasers, Creighton Blue Jays, Kansas City Royals, Kansas City Chiefs, and Nebraska Cornhuskers. Christina also enjoys reading and spending time with her family and friends. 

Learn more about Christina HERE.

Taylor Keen
Taylor Keen

Financial Advisor, SageSpring | Financial Professional, RJFS 
615.861.3514

Envelope

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 

Envelope

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

Envelope Linkedin-in

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.