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terry wealth team 2023 of sagespring wealth partners
Ryan Terry Wealth Team

Integrity and Commitment in All We Do

Our team provides our clients with sound financial advice and innovative strategies to build wealth. Our comprehensive financial planning approach prepares our clients for financial stability, despite market fluctuations.

About Us

First, we analyze a client’s financial history, looking at money held in investments, savings accounts, and retirement funds. Next, we build on that information, taking into account expenses, financial goals, and legacy-building.

Every piece of advice we give is carefully researched, so that you can have confidence in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposit, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market. We analyze all the options to come up with an approach that fits your goals and needs.

Markets can be unpredictable, and you need an experienced and skilled financial advisor to walk beside you on your financial journey. Our key guiding principles are integrity in all that we do and a deep commitment to every single client.

Meet Our Team

Learn more about each of the dedicated members of the Ryan Terry Wealth Team.

ryan terry 2023 of sagespring wealth partners
Ryan Terry

CFP®

Financial Advisor

615.432.4436

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megan norris 2023
Megan Norris

Client Services Manager

615.432.4446

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Conner Crocker
Conner Crocker

Mentee

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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

Street Address
12 Cadillac Drive, Suite 100
Brentwood, TN 37027

Phone Number
615.432.4436

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866.712.1657
Conner Crocker

CFP®

Financial Advisor

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Conner Crocker

Financial Advisor

Conner Crocker, CERTIFIED FINANCIAL PLANNER®, has a rich history of helping others navigate key life stages across multiple industries including higher education, sales and financial planning. Conner has found his niche in the financial services industry, combining his passions to educate and empower families for generations to come.

Grounded in integrity and backed by tried-and-trued financial practices, the Conner Crocker Wealth Team’s approach to financial management is to work alongside you to identify core financial goals and implement simple strategies to achieve them. Ultimately, they take the guesswork out of money management, so you have both an understanding of and confidence in the path forward.

When Conner is not working with clients, he is an avid Vanderbilt sports fan and with some reluctance joins his wife, Meg, in cheering on the St. Louis Blues. They can often be found out-and-about with their golden retriever, Louie, exploring all the beautiful walking trails Middle Tennessee provides. They’re eagerly anticipating their biggest adventure yet, a baby boy coming in January 2026.

Reach out today to see how we can work together to grow your wealth, make a difference, and turn your goals into a plan.

megan norris 2023
Megan Norris

Client Services Manager
615.432.4446

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Megan Norris 

Client Services Manager

To her team, Megan is a steady presence, a trusted partner, and a consistent advocate for the client experience. Her attention to detail, responsiveness, and commitment to follow-through ensure that every interaction is handled with thoughtfulness and care.

Megan serves as Client Service Manager on the Ryan Terry Wealth Team, where she works closely with all team members and clients to deliver a thoughtful, organized, and responsive experience. She plays an integral role in maintaining efficient processes and upholding the team’s commitment to always acting in the best interest of the client. Her solutions-oriented mindset and ability to anticipate needs make her an invaluable resource to both colleagues and the families they serve.

Megan graduated from Georgetown College in Georgetown, Kentucky with a Bachelor of Arts degree and triple major in Political Science, Philosophy, and Communication & Media Studies. Her academic background sharpened her analytical thinking and communication skills — strengths that now serve her well in translating complex financial matters into clear, client-friendly guidance.

Originally from Albany, Kentucky Megan values meaningful relationships both inside and outside the office. When she’s not supporting clients or collaborating with her team, you can find her tying to pick up the latest craft trend,
watching the latest UFC event with her boyfriend, Jake, playing fetch and spending time outdoors with their dog, Nanu, or navigating the calm waters of Dale Hollow Lake.

ryan terry 2023 of sagespring wealth partners
Ryan Terry

CFP®

Financial Advisor
615.432.4436

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Ryan Terry 

Financial Advisor

To his team, Ryan is a mentor, a trustworthy leader, and contributes a wealth of knowledge. His sharp analytical mind is matched by a generous heart and a genuine investment in the people around him.

Ryan is a CERTIFIED FINANCIAL PLANNER™ at SageSpring Wealth Partners, where he partners with individuals and families to build and preserve wealth through comprehensive financial planning. Known for his integrity and thoughtful approach, Ryan provides clear, strategic guidance designed to help clients navigate life’s financial decisions with confidence.

Ryan also holds the Series 7 and 66 registrations, as well as Life and Annuity licenses. He is also fluent in Spanish, which allows him to serve a broader community of clients with clarity and care. His technical expertise, paired with a commitment to ethical, client-first advice, strengthens the overall guidance he and his team provide.

Originally from Evansville, Indiana, Ryan graduated from Lipscomb University in Nashville, Tennessee, earning a degree in Business Management with a minor in Spanish. During his time at Lipscomb, he served as captain of the university’s golf team and president of the Fellowship of Christian Athletes. He was also deeply involved in the university’s mission department, participating in and leading seven trips to Honduras.

Ryan and his wife, Leah, are the proud parents of two daughters, London and Monroe. Outside the office, he is an active member of Stonebridge Bible Church and enjoys playing competitive golf. When he’s not walking clients through financial plans or offering insight to his team, you’ll likely find him on the golf course, teaching Spanish, or traveling with his family.

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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.

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.