wedell team

An Advisor for Your Family from a Family of Advisors

Jordan Wedell grew up in a community of advisors, with his father, brother, and a close family friend all serving as financial advisors. He’s seen firsthand the impact an advisor can have on an individual, their family, and their life. His team’s passion is to help others achieve their version of financial independence through comprehensive planning and tax saving opportunities.

About Us

Jordan Wedell’s passion is to help others achieve their version of financial independence through comprehensive planning and tax-saving opportunities. By partnering with his clients, he seeks to become their knowledgeable resource in managing and building wealth centered around their long-term vision and short-term goals. From financial education to complex planning, Jordan’s goal is to help clients get organized, gain the courage to keep moving towards financial independence, and help them stay focused on what’s in their best interests. Ultimately, he’s found this allows them to live fuller lives, as they are able to be  fully present with their families, careers, and passions. Having had the fortune of growing up in a family of advisors—with his brother, father, and a close family friend as mentors—Jordan has personally seen the impact an advisor can have on families’ lives. If you would like to explore whether the Wedell team is a good fit for you, please reach out to Jordan at 615-861-3510, and he will find a time that works best for you.

Meet Our Team

Learn more about each of the dedicated members of the Wedell Wealth Team.

Jordan Wedell
Jordan Wedell

CFP®

Senior Vice President, SageSpring | Investment Executive, RJFS 

615-861-3510

Connor Jeffries
Connor Jeffries

CFP®

Wealth Advisor, SageSpring | Financial Professional, RJFS  

615-861‐6112

Emily Rogers
Emily Rogers

Registered Executive Associate, SageSpring | Branch Professional, RJFS 

615-861-6135

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

Corporate Phone
615-861-3510

Recent Insights

business woman working on laptop in office in con 2022 12 07 23 59 12 utc

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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615.861.6100
Emily Rogers
Emily Rogers

Registered Executive Associate, SageSpring | Branch Professional, RJFS 
615-861-6135

Emily Rogers 

Registered Executive Associate, SageSpring | Branch Professional, RJFS

Emily Rogers is a Nashville native who has worked in the financial and insurance industry since 2011. Her years of experience in securities, insurance, and personal client relationships led her to join the SageSpring team in 2016.

Given that she has been in the industry for most of her career, she has not only had the opportunity to learn about investments and planning from the inside out, but Emily also brings a high level of service to the day‐to‐day support of client needs through being Series 7 and 66 licensed. These are licenses not required for her position, but allow her to offer clients a faster response in answering financial questions. Emily truly enjoys seeing the impact small changes can have in the lives of clients over the long‐term.

Emily attended Trevecca Nazarene University, where she earned a Bachelor’s degree in Music Business with a minor in Classical Voice. She now lives in Murfreesboro, Tennessee, with her husband Matthew and children, Evelyn, James and Jack. In her spare time, Emily enjoys spending time with family, volunteering at church, and finding opportunities to sing.

Connor Jeffries
Connor Jeffries

CFP®

Wealth Advisor, SageSpring | Financial Professional, RJFS 
615-861‐6112

Connor Jeffries

Wealth Advisor, SageSpring | Financial Professional, RJFS 

Connor was drawn to wealth management given the vast opportunities to help others in powerful, practical ways. After a successful summer internship here at SageSpring Wealth Partners, Connor quickly knew he wanted to serve families as a Financial Advisor here on our team. His humility, pursuit of growth, desire to serve others, and his teachers heart make him such a valuable asset to the team and each of our clients.

Connor earned his Bachelor’s degree at the University of Tennessee, Knoxville in 2020, graduating Summa Cum Laude with an emphasis in Finance and Marketing. Since then, he has received his Series 7 and Series 66 licenses, Life and Accident/ Health Insurance license, and has obtained the CFP®, CERTIFIED FINANCIAL PLANNER designation as well. Along with his strong sense of personal ethics, Connor is analytical, disciplined, and willing to go above and beyond to help ensure that clients leave every interaction feeling respected, educated, valued and cared for.

Connor has been fortunate to call Music City home his entire life, and is the youngest of five children. In his free time, he enjoys making music, volunteering in youth ministry, and being the “fun uncle.”

Jordan Wedell
Jordan Wedell

CFP®

Senior Vice President, SageSpring | Investment Executive, RJFS 

615-861-3510

Jordan Wedell

Senior Vice President, SageSpring | Investment Executive, RJFS

Since he was in middle school, Jordan knew exactly what he wanted to do when he grew up – become a Financial Advisor.

Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license. In addition to these required licenses, Jordan has also earned the CFP®, CERTIFIED FINANCIAL PLANNER designation. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients.

In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans.

Prior to joining SageSpring Wealth Partners, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early‐stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months.

Jordan draws from that experience and is known for his forward‐thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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.