We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
Table of Contents Imagine this scenario: Sarah is a successful professional in her late 40s who just inherited a significant sum of money and a diversified portfolio of investments from a beloved aunt. Although her
Table of Contents From the hills of Middle Tennessee to the majestic Smoky Mountains, families across our state are thinking about their legacies. And not just about how much money to leave for future generations.
Table of Contents When it comes to your money, are you worried about how much you have, or making what you have truly last? The test of enduring prosperity isn’t just the accumulation of assets;
We’re proud to recognize Hannah Patterson, CFP®, EA, Financial Advisor on the Deering Wealth Team, for her ongoing dedication to redefining excellence and continuously elevating the client experience in financial planning. Most recently, Hannah earned
Table of Contents The path to discussing money and finances with our children is often paved with good intentions, yet certain approaches can inadvertently sow seeds of confusion or erode the values we hold dear.
Table of Contents As parents, we carefully guide our children through so many of life’s important lessons. When it comes to money, though, how and when to start the conversation isn’t always clear. But engaging
Table of Contents The coming decades will witness a monumental shift as trillions of dollars transition from one generation to the next. While this transfer involves intricate legal and financial mechanisms, it’s important to remember
Table of Contents Tax season. Just the words can conjure a mix of furrowed brows and frantic document searches. It’s a time when even the most organized among us can feel a knot of anxiety
Table of Contents Managing your wealth effectively can be the key to achieving your long-term financial goals and securing a prosperous future. But what exactly is wealth management, and how do you know if you
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.
