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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

CFP®

Wealth Advisor, SageSpring

615.861.3514

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SageSpring Wealth Partners - Independent RIA in Franklin, TN
Nicki Schardon

Client Services Associate, SageSpring Wealth Partners | Client Services Associate, RJFS

615.884.3634

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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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Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. 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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SEARCH
866.712.1657
SageSpring Wealth Partners - Independent RIA in Franklin, TN
Nicki Schardon

Client Services Associate, SageSpring Wealth Partners | Client Services Associate, RJFS

615.884.3634

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Nicki Schardon

Client Services Associate, SageSpring Wealth Partners | Client Services Associate, RJFS

Nicki plays a pivotal role as a client services associate for both the Snively Wealth Team and Keen Wealth Teams, where her responsibilities encompass processing and tracking client activity, managing account openings, and maintaining the team’s busy schedule. Growing up locally in Franklin/Cool Springs, Tennessee, Nicki has deep roots in the community she serves. She is a devoted pet parent to two cats and finds joy in reading, basking in the sun, and cherishing moments spent with her family.

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Christina Hausner

Client Services Associate, SageSpring 

402.513.7004

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Christina Hausner 

Client Services Associate, SageSpring 

Christina Hausner is a Client Services Associate at SageSpring Wealth Partners. Christina collaborates closely with advisors as the main point of contact for clients. Her day-to-day responsibilities include processing and tracking client account activity 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 SageSpring Wealth Partners 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. 

Taylor Keen
Taylor Keen

CFP®

Wealth Advisor, SageSpring
615.861.3514

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Taylor Keen, CFP®

Wealth Advisor, SageSpring

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, 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.

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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.