We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
As the end of the year approaches, you may be thinking about filing your taxes. You may have also noticed that the IRS is running a bit behind lately on sending tax refunds. How can
Teenagers have an unfair reputation for being flighty, self-involved, dramatic, or impulsive. In reality, teenagers are curious, opinionated, engaged, and passionate. At this age, kids are solidifying their beliefs about the world and themselves. This
In your day-to-day, you might be looking for ways to improve your quality of life. Eating well, for example, is a great way to maintain your health and continue living a quality life. Have you
It’s always in the back of our minds, but something we never want to think about: What will happen when I can no longer take care of myself? How will I pay for care without
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
HSAs, or health savings accounts, are pre-tax savings accounts used to pay for medical costs. These accounts are available to any individual whose insurance deductible exceeds $1,400 or any family with a deductible of $2,800.
Owning a vacation home can both diversify your portfolio and increase your time in a beautiful place. If you’re ready to proceed with buying a vacation home, an awareness of your full financial landscape will
When shopping for a mutual fund, you want to feel confident that you’re making an informed decision in your investment choices. You may be wondering where to start, as thousands of options are available when
Thinking about your will can be an uncomfortable experience, as it requires you to imagine a time when you’ll no longer be around. Because of this, people sometimes put this task off as long as
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.
