Associate Spotlight: Sara Clegg

One commonality you’ll find among Southwestern Investment Group associates is that they care about you, your family, and your goals. Sara Clegg is no exception, and you’ll quickly learn that she is dedicated to helping clients navigate life’s most important financial decisions. In this spotlight, learn more about Sara and why she’s such an integral part of the Atchison Wealth Team.

SARA’S BACKGROUND

Sara Clegg was raised in West Point, Nebraska—a small farming and cattle town in Northeast Nebraska. For college, Sara attended the University of Nebraska-Lincoln, where she graduated with honors. Upon graduating, Sara continued her education by taking graduate-level courses in leadership, marketing, and accounting at Butler University and has since received her certification as a CERTIFIED FINANCIAL PLANNER™.

HOW SARA CAME TO SOUTHWESTERN INVESTMENT GROUP

A seasoned financial planning professional, Sara worked in the industry for over a decade prior to joining Southwestern Investment Group. Through previous employers, she became extremely familiar with Raymond James, Southwestern Investment Group’s broker-dealer. However, it was upon moving to Omaha to be closer to family in 2015 that Sara met Southwestern Investment Group Financial Advisor and Executive Vice President, Matt Atchison. It was Southwestern’s people-focused approach and strong partnerships with organizations like Raymond James that drew Sara to the company, where she saw an opportunity to help people in her community achieve their financial goals.

WHAT SARA LOVES ABOUT HER ROLE

As a CERTIFIED FINANCIAL PLANNER™, Sara’s priority is helping clients achieve their goals. She likes showing them the possibilities ahead of them, guiding them along their path and helping them to establish a roadmap for their financial future.

SARA’S ADVICE TO OTHERS CONSIDERING A CAREER IN FINANCE

“Second only to health, having an understanding of money and finances is one of the most important ways to set yourself up for an abundant life,” Sara says. She firmly believes that the best way to learn is by doing, and therefore encourages all young people—and especially women—to explore opportunities in the financial planning industry.

Start with talking to people in the industry, Sara suggests, or look to join professional networking groups where you can learn from industry professionals. She adds, “Have a willingness to learn from others. Southwestern’s culture of teaching and mentorship are a great match for people with this mindset who are interested in exploring our industry.”

SARA’S JOYS IN HER PERSONAL LIFE

Outside of her everyday work in guiding and advising her clients, Sara loves outdoor adventures with her family and exploring on road trips with her amazing group of girlfriends. She runs (“slowly,” as she says) and regularly practices yoga. Sara lives in Gretna with her husband, Andrew, and their two school-aged sons who are in first grade and kindergarten.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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.