We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
Even though the holidays are a few months away, it’s the right time to start planning for any holiday giving that will make the season so much brighter for the organizations you support. With advance
Have you ever wondered if a career in financial advising is right for you? A career as a financial advisor can be incredibly rewarding—especially for those who enjoy helping others reach their goals. Financial advisors
Southwestern Investment Group is grateful for employees who grow with our company, as they contribute to shaping our future. Gerry Macbeth, Southwestern Investment Group’s Chief Financial Officer, is an excellent example of this, because she’s
Southwestern Investment Group hires associates who we know will take care of our customers and look out for their best interests. Compliance and Operations Manager of Southwestern Investment Group, Deborah Jenkins, fits the bill. During
FRANKLIN, Tennessee—Southwestern Investment Group, an independent wealth management company, is excited to announce its placement on The Tennessean’s list of Top Workplaces in Tennessee. Southwestern was recognized among 90 other companies that prioritize efforts that
Are you considering claiming social security? Perhaps you’ve already filed and now wonder if it was too early. Maybe you’re waiting because you aren’t sure it’s the right time. These situations are common because, frankly,
FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages over four billion dollars in managed assets for its clients. This milestone comes just seven years after achieving a one-billion-dollar milestone at the
Your home is many things: your comfort zone, where you crash after a hard day, a space for friends and family to come together, and much more. However, from the financial side, your home is
Whatever the quality of your 401(k) plan, you have a significant amount of control in how it grows over time. You could have the best plan out there and still not see an impressive return
© 2025 SageSpring Wealth Partners.
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.
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.
