We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
So, you’ve spent your career making contributions to tax deferred retirement accounts—401(k), 403(b), Traditional, SEP, or Simple IRAs. If you are 72 and older, you might be anticipating the end of the tax year with
Tennesseans living in areas affected by severe thunderstorms, winds, tornadoes, and flooding, will now have more time to file their taxes. In response to the Federal Emergency Management Agency’s disaster declaration, the IRS has now
Receiving an inheritance can be a mixed bag of emotions—simultaneous elation, grief, and anxiety. There are also a seemingly endless amount of investment decisions to make while estate planning: real estate, retirement accounts, paying off
If you’re like most people, you probably spent your 20s and 30s feeling as though retirement is something that will happen to someone else in another life; afterall, many of us are spending that time
Let’s face it: life throughout the past year has been…stressful. Finance was indicated by 60% of employees as their primary stressor—and that was prior to the COVID-19 pandemic. Now that a vast majority of professionals
Losing a spouse is a devastating experience, which requires a lot of support. Though death is a part of life—something that is even mentioned in your wedding vows—it still somehow feels unexpected and unfathomable. The
When you think of money, your mind likely goes to saving, investing, and planning. These are all viable and important aspects of finance. But, there may be one that you haven’t considered—mindset. How you think
The COVID-19 pandemic caused devastation throughout the country. Hundreds of thousands of lives were lost, leaving many families to bear this burden while facing economic difficulties as well. In an effort to relieve the financial
As parents, we strive to encourage our children to be successful and well-adjusted adults. We take care to fasten their bicycle helmets, cut their grapes lengthwise, and even serve as their math tutors and science
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.
