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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, RJFS

615.432.4436

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Megan Norris

Client Services Associate, SageSpring

615.432.4446

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Taylor Keen
Taylor Keen

CFP®

Wealth Advisor, SageSpring

615.861.3514

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Conner Crocker

Mentee, SageSpring | Branch Associate, RJFS

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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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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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Conner Crocker

Mentee, SageSpring | Branch Associate, RJFS

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Conner Crocker

Mentee, SageSpring | Branch Associate, RJFS

Conner joined SageSpring Wealth Partners in October 2023 as a mentee on the Ryan Terry Wealth Team. He works with Ryan to provide comprehensive financial planning to clients in all stages of life and is excited about the opportunity.

Conner grew up in Tennessee and attended Goodpasture Christian School and Lipscomb University, where he earned his bachelor’s degree in marketing. Before joining SageSpring, Conner worked in admissions at Lipscomb University, helping students and their families make informed decisions about their college education. After a few years in sales, he decided to move to SageSpring to help clients achieve their financial goals. 

Conner is a strong believer in building relationships with his clients and takes the time to understand their individual needs and priorities. This approach guides his practice, and he is committed to helping clients move from their current financial state to a better future. 

In his free time, Conner enjoys watching Vanderbilt baseball games, working on DIY home projects, and traveling with his wife, Meg.

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Megan Norris

Client Services Associate 
615.432.4446

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Megan Norris 

Client Services Associate 

ryan terry 2023 of sagespring wealth partners
Ryan Terry

CFP®

Financial Advisor, RJFS 
615.432.4436

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Ryan Terry 

Financial Advisor, RJFS

Ryan Terry is a CERTIFIED FINANCIAL PLANNER™ practitioner at SageSpring Wealth Partners, and a Raymond James Financial Advisor. Through Raymond James Financial Services, Inc., Ryan provides his clients with sound investment strategies designed to help build wealth through comprehensive financial planning. Ryan’s integrity and commitment to excellence equip him to soundly advise his clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.

Ryan holds the Series 7, 66, Life and Annuity Licenses, is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered as a financial advisor with Raymond James Financial Services, Inc.

Ryan is originally from Evansville, IN. He graduated right here in Nashville, Tennessee, from Lipscomb University with a degree in Business Management and a minor in Spanish. While at Lipscomb, he was the captain of the university’s golf team and the president of Lipscomb’s Fellowship of Christian Athletes. Ryan was also very active in the mission department at Lipscomb, where he served on or led seven trips to Honduras during his time there. Since graduating, Ryan has continued his service by leading an annual mission trip to El Salvador. In his free time, Ryan is an active member at Ethos Church, and he still enjoys playing competitive golf and basketball.

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Isaac Lindell

Wealth Advisor, SageSpring | Investment Professional, RJFS
615.432.4445

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Isaac Lindell

Wealth Advisor, SageSpring | Investment Professional, RJFS

Isaac brings a wealth of financial expertise to the Barnes Wealth Team as a dedicated Wealth Advisor. His role within the team encompasses a range of responsibilities, including facilitating client meetings, providing ongoing support to clients, and guiding them through the implementation of their financial plans. Isaac’s passion lies in fostering strong client relationships, and he thrives on the opportunity to build new connections with prospective clients.

Isaac’s journey into the world of finance began at Purdue University, where he earned his bachelor’s degree in finance from the esteemed Daniels School of Business. During his time at Purdue, Isaac met his now-wife, Rebecca, with whom he shares a heartwarming story of high school sweethearts turned lifelong partners. Their journey together led them to tie the knot in June 2023, marking a milestone moment following their graduation.

Outside of his professional endeavors, Isaac is a true enthusiast of college basketball, finding joy in following the sport’s thrilling matchups and rivalries. Hailing from Indianapolis, IN, he proudly cheers on the Indianapolis Colts, showing unwavering support for his hometown team. But Isaac’s interests extend far beyond the realm of sports. An avid hobbyist, he finds joy in building model cars, diving into a good book, or embarking on adventures in Nashville, soaking in all the city has to offer.

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.

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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.