SEARCH
866.712.1657

Meet Our Corporate Team

SageSpring’s purpose is to serve the unique needs of our clients, and we achieve that goal every day thanks to our team of dedicated and dependable people. SageSpring is made up of our Corporate Team based in Franklin, Tennessee, as well as individual wealth advisory teams that operate around the country, so you can connect with us wherever you are.

Executive Leadership Team | Operations Team | Compliance Team |  Marketing Team | Accounting Team |
Advisor Development Team | Board of Directors

Executive Leadership Team

As we continue to serve more clients, we’re able to build a reputation for providing the very best in financial planning thanks to our executive leadership team. They work tirelessly to plan and strategize the health and growth of our firm, and create an encouraging environment that sustains the success of our advising teams.

Learn more about the dedicated members of the Executive Leadership Team.

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC


President, SageSpring | Financial Advisor, RJFS 


615-861-6102

Learn More
Envelope
deering
Mark Deering

CFP®

Senior Executive Vice President & Managing Partner, SageSpring | Financial Advisor, RJFS

615-861-6101

Learn More
Envelope
sw 39 (1)
Brian Harding

Chief Financial Officer, SageSpring | Branch Associate, RJFS

615-778-9093

Learn More
Envelope Linkedin-in
brad clayton, deputy chief compliance officer, sagespring wealth partners
Brad Clayton

Chief Compliance Officer, SageSpring | Branch Professional, RJFS

615-884-3635

Learn More
Envelope
sw16
Chris Warner

Chief People Officer, SageSpring | Branch Associate, RJFS  

615-861-8868

Learn More
Envelope Linkedin-in
sw 4
Sarah Esposito

Director of Advisor Experience, SageSpring | Branch Associate, RJFS 

615-861-6098

Learn More
Envelope
Operations Team

Our operations team works side-by-side with our financial planners to help us make the best use of our resources, and–most importantly–your time.

Learn more about the dedicated members of the Operations Team.

sw16
Chris Warner

Chief People Officer, SageSpring | Branch Associate, RJFS  

615-861-8868

Learn More
Envelope Linkedin-in
Michelle Johns
Michelle Johns

Facilities Manager, SageSpring
 

615-861-6110

Learn More
Envelope
Andrew Williams
Andrew “AJ” Williams

Information Technology Coordinator, SageSpring 


615-778-9983

Learn More
Envelope Linkedin-in
Alexandrea Smith
Alexandrea “Alec” Smith

Training and Development Coordinator, SageSpring 

615-778-9981

Learn More
Envelope
Jane Cormack
Jane Cormack

Client Services, SageSpring 

205-981-7128

Learn More
Envelope
Venita Cagle
Venita Cagle

Client Services Associate, SageSpring

615-861-3522

Learn More
Envelope
Compliance Team

Our compliance team makes sure our policies and procedures are up to date, and that we’re familiar with all the regulations and requirements that govern the work we do, so we can ensure our clients understand every step of our process.

Learn more about the dedicated members of the Compliance Team.

brad clayton, deputy chief compliance officer, sagespring wealth partners
Brad Clayton

Chief Compliance Officer, SageSpring | Branch Professional, RJFS

615-884-3635

Learn More
Envelope
Deborah Jenkins
Deborah Jenkins

Compliance Manager, SageSpring | Registered Principal, RJFS 

615-861-6104

Learn More
Envelope
Yancey Wade
Yancey Wade

Compliance Manager, SageSpring  


615-861-8875

Learn More
Envelope
Marketing Team

Through market research and understanding what matters to clients, our marketing team helps us reach new clients with the appropriate
messaging and visuals, and engage existing clients with value-adding opportunities.

Learn more about the dedicated members of the Marketing Team.

sw 4
Sarah Esposito

Director of Advisor Experience, SageSpring | Branch Associate, RJFS

615-861-6098

Learn More
Envelope
Jessica Roberson
Jessica Roberson

Corporate Marketing Manager, SageSpring | Branch Associate, RJFS

615-861-8876

Learn More
Envelope
Accounting Team

We depend on our detail-oriented accounting team to monitor and track our business transactions. By analyzing every exchange and noting any irregularities or unusual activities, they increase efficiency and help us maintain transparency, so we can get our clients the best results possible.

Learn more about each of the dedicated members of the Accounting Team.

sw 39 (1)
Brian Harding

Chief Financial Officer, SageSpring | Branch Associate, RJFS

615-778-9093

Learn More
Envelope Linkedin-in
patricia-beal-min
Patricia Beal

Assistant Controller, SageSpring


615-861-8867

Learn More
Envelope
sw20 (1)
Gantulga (Gana) Bayarmaa

Staff Accountant, SageSpring 

615-778-9822

Learn More
Envelope
Advisor Development Team

Our advisor development team makes sure our advisors are well-equipped to grow and sustain your investments. Our firm is only as good as its advisors, so we encourage them to pursue multiple licenses and certifications to better serve the needs of our clients.

Learn more about each of the dedicated members of the Advisor Development Team.

deering
Mark Deering

CFP®

Senior Executive Vice President & Managing Partner, SageSpring | Financial Advisor, RJFS

615-861-6101

Learn More
Envelope
matt atchison 1
Matt Atchison

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS

402-505-7700

Learn More
Envelope
mg 3280
Michael J. Purifoy

CPA, CFP®

Senior Executive Vice President, SageSpring | Wealth Advisor, RJFS

615-432-4431

Learn More
Envelope
tyler
Tyler Nace

CFP®, CHFC

Senior Executive Vice President, SageSpring | Wealth Advisor, RJFS

972-987-1265

Learn More
Envelope
brad
Brad Barnes

Executive Vice President, SageSpring 


615-432-4434

Learn More
Envelope
headshot photography
Cash Tunstall

CFP®

Executive Vice President, SageSpring | Financial Advisor, RJFS 

615-861-6115

Learn More
Envelope
Board of Directors

Our board of directors keeps a close eye on the health and performance of our firm, so that we can continue providing clients with the service they deserve for years to come.

Learn more about each of the dedicated members of the Board of Directors.

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 

615-861-6102

Learn More
Envelope
deering
Mark Deering

CFP®

Executive Vice President & Managing Partner, SageSpring | Financial Advisor, RJFS

615-861-6101

Learn More
Envelope
headshot photography
Cash Tunstall

CFP®

Executive Vice President, SageSpring | Financial Advisor, RJFS 

615-861-6115

Learn More
Envelope
brad
Brad Barnes

Executive Vice President, SageSpring 


615-432-4434

Learn More
Envelope
mg 3280
Michael J. Purifoy

CPA, CFP®

Senior Executive Vice President, SageSpring | Wealth Advisor, RJFS

615-432-4431

Learn More
Envelope

Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Read full Disclosure

 

© 2024 |  Associated with Raymond James  |
Form ADV Brochure  |  Form CRS  |  Privacy Policy

SEARCH
866.712.1657
brad clayton, deputy chief compliance officer, sagespring wealth partners
Brad Clayton

Chief Compliance Officer, SageSpring | Branch Professional, RJFS

615-884-3635 

Envelope

Brad Clayton

Chief Compliance Officer, SageSpring | Branch Professional, RJFS

 

Brad has spent close to 15 years within the financial services industry, serving mostly in a compliance oversight function. He has extensive experience in navigating the ever-changing regulatory landscape for financial institutions. With his legal and compliance background, Brad is charged with managing the day-to-day aspects of the compliance program. He is also responsible for casting a strategic vision for how compliance should evolve to meet regulatory requirements and best serve the firm’s clientele. 

Brad is a proud three-time alumnus of the University of Tennessee, Knoxville where he graduated summa cum laude while earning a Bachelor of Science in Business Administration. He later received his J.D. and MBA degrees and is admitted to practice law in Tennessee. He has also attained the Investment Adviser Certified Compliance Professional (IACCP®) designation. 

Outside of work, Brad enjoys relaxing at home with his amazing wife, their 4 beautiful children, and their giant golden retriever. He also loves cheering on the Vols in whatever sport and is always looking for the next opportunity to travel and see a different part of the world, especially if he can squeeze in a round of golf.

Matt Atchison Photo
Matt Atchison

Executive Vice President, SageSpring | Financial Advisor, RJFS   
402-505-7700

Envelope

Matt Atchison 

Executive Vice President, SageSpring | Financial Advisor, RJFS  

Matt Atchison leads our Omaha, Nebraska, office. Matt is originally from Holdrege, Nebraska, and he attended Creighton University, where he graduated with honors. He and his wife, Chelsea, have enjoyed making Omaha their home over the past 18 years. He is an active member of Countryside Community Church and enjoys meeting and working with other Smartvestor members in and around the Omaha community.

Matt has received his Series 7, Series 66, and Nebraska Insurance, Annuity, Long Term Care, and Disability licenses. His focus is helping his clients build wealth through comprehensive financial planning with a specialty in professional money management, tax planning strategies, and exceptional customer service.

He enjoys spending much of his time with family and friends, traveling, running marathons, and cheering on the Cornhuskers and Creighton Bluejays. Matt and Chelsea have three children, Molly, Ben, and Sam, and he loves being their dad. 

mg 3280
Michael J. Purifoy

CPA, CFP®

Senior Executive Vice President, SageSpring | Wealth Advisor, RJFS  
615-432-4431

Envelope

Michael J. Purifoy  

Senior Executive Vice President, SageSpring | Wealth Advisor, RJFS 

Michael Purifoy provides clients with the comprehensive financial expertise that has helped make SageSpring Wealth Partners one of the top-producing branches of Raymond James Financial Services, Inc. As a member of the Executive Leadership Board, Michael also devotes his time and expertise to the strategic direction of the team.

Michael assists his clients in building wealth through comprehensive financial planning with a specialty in professional money management, tax planning strategies and exceptional client service. He has an extensive list of qualifications that attest to his capabilities, including:

CERTIFIED FINANCIAL PLANNER™ practitioner through the Certified Financial Board of Standards, Inc.

Licensed Certified Public Accountant (CPA).* Michael is a member of the Nashville Chapter of the Tennessee Society of Certified Public Accountants

Recognized in 2012-2019 as a member of the Raymond James Financial Services “Executive Council” for dedication and service to clients and high levels of professional performance**

Certified Investment Management Consultant through the Raymond James Institute of Investment Management Consulting

Holder of Series 7, Series 66, Life and Annuity Insurance licenses

Registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC

A native of Knoxville, Michael attended one of the nation’s top public accounting programs and holds both a master’s degree in accounting and a degree in business administration from the University of Tennessee, where he served the student body through leadership positions in student government and contributed much of his time to the Knoxville community through Young Life. Prior to joining our team, Michael served as senior financial auditor for Ernst & Young LLP, one of the world’s largest professional services and accounting firms, where he was selected to serve on the team of HCA Inc., a Fortune 100 company.

Michael is an active member in his church and has held local leadership positions with national non-profit organizations. He and his wife Lindsey have three boys, Jacob, Luke, and Sam. Michael enjoys spending much of his time with his family, playing golf, and cheering on the Vols.

*CPA services are not provided by Raymond James.

**Executive Council is based mainly upon assets under management, education, credentials and fiscal year production. Requalification is required annually. 

deering
Mark Deering

CFP®

Senior Executive Vice President & Managing Partner, SageSpring | Financial Advisor, RJFS  
615-861-6101

Envelope

Mark Deering

Senior Executive Vice President & Managing Partner, SageSpring | Financial Advisor, RJFS  

Mark Deering is dedicated to providing each of his clients with a personal and comprehensive plan to help reach their financial goals. Mark’s extensive knowledge and experience in preparing for and working towards achieving financial freedom in retirement has helped countless clients make their vision of their future a reality.

Mark Deering is dedicated to providing each of his clients with a personal and comprehensive plan to help reach their financial goals. Mark’s extensive knowledge and experience in preparing for and working towards achieving financial freedom in retirement has helped countless clients make the vision of their future a reality.

Mark’s career began in the ’90s as a college student paying for school by running a small business selling educational books during the summers through Southwestern Advantage. During this experience, Mark developed the skills and character needed to build and lead a successful team, and became a sales manager for Southwestern for several years. After earning a degree in Business & Economics, as well as Biblical Studies, from Wheaton College, Mark was invited to join SageSpring Wealth Partners (previously Southwestern Investment Group). As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mark uses the same attributes that he developed selling books—determination, exceptional customer service, problem solving, to name a few—at Deering Wealth Team to partner with his clients in helping them reach their financial goals and experience freedom.

Mark has worked to further develop his services and team to continually improve client experience. In 2011, Mark was promoted to Vice President of SageSpring Wealth Partners, again promoted in 2013 to Senior Vice President, named Executive Vice President in 2014, and named Senior Executive Vice President in 2021. In 2016, Mark was promoted to National Sales Director. Within this role, Mark oversees all training and mentoring for advisors of SageSpring. As a leader in the industry, Mark has also been a member of the Raymond James Leaders Council** consecutively since 2015 and most recently, named to Forbes’ list of Best-In-State Wealth Advisors in 2018, 2019, 2020 and 2021*.

Mark exemplifies a true passion for service professionally and personally. He has served as a board member of the TN Voices for Victims, SageSpring Executive Board, and SageSpring Leadership Board. Mark is an active member of his church and has served as both an Elder and the Treasurer. He also volunteers as a youth coach for the YMCA and Williamson County Parks and Recreation.

On days off, when there are no Carolina basketball games on, Mark can be found at home with his wife of 17+ years, their three children, two dogs, and twenty-five chickens!

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.

**Membership is based on prior fiscal year production. Re-qualification is required annually. This recognition may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Financial Advisors do not pay a fee in exchange for membership. 

sw20 (1)
Gantulga (Gana) Bayarmaa

Staff Accountant, SageSpring 
615-778-9822

Envelope

Gantulga (Gana) Bayarmaa

Staff Accountant, SageSpring

Gana is a Staff Accountant and Branch Associate at SageSpring Wealth Partners. His primary responsibilities include assisting with month-end closing duties, including journal entries and balance sheet reconciliations. He also assists with invoice and fixed asset processing and ensures all state insurance licenses are maintained.

Originally from Ulaanbaatar, Mongolia, Gana attended Western Kentucky University, where he graduated with a BS in Finance with a concentration in Financial Planning. Outside of work, he enjoys spending time with his fiancé Alisia and trying out different cuisines. He also enjoys playing table tennis and hiking and is an avid fan of Liverpool Football Club.

patricia-beal-min
Patricia Beal

President, SageSpring | Group Financial Advisor, RJFS
615-861-8867

Envelope

Patricia Beal

Assistant Controller, SageSpring

With over 20 years of accounting experience, Patricia is currently the Assistant Controller at SageSpring Wealth Partners. She handles many of the day-to-day accounting functions for her team.

Patricia spent many years in the music industry before she was ready to move on to something different. SageSpring Wealth Partners seemed like the perfect place. She is thrilled to be working in such a warm and inviting atmosphere. The people make it a joy for her to come to work each day.

When Patricia isn’t working, she can be found spending time with her family, volunteering for various organizations, or gardening.

sw 39 (1)
Brian Harding

Chief Financial Officer, SageSpring | Branch Associate, RJFS  
615-778-9093 

Envelope Linkedin-in

Brian Harding 

Chief Financial Officer, SageSpring | Branch Associate, RJFS 

Brian Harding earned a Bachelor of Science in Accounting from the University of Denver in Denver, Colorado. Brian started his career in the Assurance practice of PricewaterhouseCoopers (PwC). He spent 7 years with PwC in the Denver and Dallas offices, specializing in the financial services sector and focusing on Investment Advisors, Mutual Funds, Private Equity, and Venture Capital clients. Brian then left PwC as a manager and joined a Denver-based investment adviser as their Chief Compliance Officer, eventually taking over the role of Chief Financial Officer of the Adviser and Principal Financial Officer and Treasurer of their SEC registered mutual funds. Brian is also a member of the American Institute of CPAs.

Brian is SageSpring’s Chief Financial Officer, focusing on financial statement production and analysis, budgeting, cash management, and overall financial reporting integrity. He was drawn to SageSpring’s dynamic leadership team, company history, trajectory of growth, and its faith-based approach to life and business. Brian enjoys the entrepreneurial spirit he sees on display at SageSpring, as well as the sheer talent of the employees and company management.

Brian is proud to be married to his teenage sweetheart Chelsea for over 20 years, and they have two children, Chance and Presley. Outside of work, Brian and Chelsea are members at Oak Hill Baptist Church, and you can find him spending time with family and friends, beach vacations, the Denver Broncos, the Colorado Avalanche, and raising South Poll cattle on his farm in Southern Tennessee. 

Gerry Macbeth
Gerry Macbeth

Chief Financial Officer, SageSpring 
615-316-5429 

Envelope

Gerry Macbeth 

Chief Financial Officer, SageSpring

Gerry Macbeth earned a Bachelor of Arts in journalism from the University of Georgia and an MBA from the University of Tennessee. After working as a copywriter for an advertising agency and a manufacturing cost accountant, Gerry began her career with the Southwestern Family of Companies in 1988 as part of its Corporate Accounting Department. Over the years, Gerry provided accounting support to several of Southwestern’s companies, eventually transitioning into a full-time role with SageSpring Wealth Partners (formerly Southwestern Investment Group).

Gerry was involved with SageSpring Wealth Partners (formerly Southwestern Investment Group) from its founding in 2002; her role and involvement grew as the company grew. Gerry loves being part of a firm that is always growing, but what she appreciates most about working at Southwestern Investment Group is its wonderful people. She admires the team’s professionalism, their high ethical standards, how they care for their fellow employees, and their passion for helping their clients.

Gerry is SageSpring’s Chief Financial Officer. She also serves on the Board of Directors for the Southwestern Family of Companies.

When she’s not in the office, Gerry enjoys traveling with her husband, Glenn, including trips to see their two daughters and their spouses living in Boston and Amsterdam. They particularly love spending time with their two young granddaughters who live in Boston. 

Jessica Roberson
Jessica Roberson

Corporate Marketing Manager, SageSpring | Branch Associate, RJFS   
615-861-8876

Envelope

Jessica Roberson 

Corporate Marketing Manager, SageSpring | Branch Associate, RJFS

Jessica Roberson is a Corporate Marketing Manager on the Business Development team at SageSpring Wealth Partners and a Branch Associate at RJFS, where she is responsible for creating, designing, and editing all marketing pieces for publication. As part of her role, Jessica provides strategic and tactical support in all creative areas, including email and social media campaigns, print and online advertising, website management and content development, and brand coordination and awareness.

Jessica has more than five years of experience in digital and traditional marketing, branding, and graphic design for both B2B and B2C companies. She is passionate about marketing and branding, constantly seeking opportunities to develop impactful and aesthetically pleasing materials.

Originally from New York, Jessica graduated from the University of Tennessee, Knoxville with a BA in Psychology. Outside of the office, Jessica and her husband, Colin, enjoy spending time with their two rescue dogs, Tiger and Lily. She also enjoys exercising, reading, writing, cooking, and spending time outdoors. 

sw 4
Sarah Esposito

Director of Advisor Experience, SageSpring | Branch Associate, RJFS 
615-861-6098 

Envelope

Sarah Esposito 

Director of Advisor Experience, SageSpring | Branch Associate, RJFS

Sarah Esposito brings with her a background in operations, project management, and corporate event planning. She holds a Bachelor’s degree in Business Administration from Middle Tennessee State University.

On the business development team, Sarah’s main areas of focus are corporate marketing and communications, and supporting the training, recruiting, and promotion of advisor growth. She also facilitates sales management, company events, and corporate travel.

Sarah was drawn to SageSpring Wealth Partners because she quickly found it to be a work environment where she could grow personally and professionally. She feels challenged every day on the job and is grateful for the ongoing encouragement she receives from her colleagues.

Sarah appreciates working alongside so many wonderful, supportive individuals who truly love what they do. Her coworkers’ desire to help others is what she loves most about being a part of the SageSpring team. Beyond the office, you’ll find Sarah spending time with her husband, Lee, their son, Ryder, and their two dogs. She also enjoys running, traveling, and trying new restaurants. Perhaps her greatest passion, though, is helping others in any way she can. 

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS
615-861-6102

Envelope

Jeffrey T. Dobyns CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service
program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for
Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing. 

 

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners. Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boar’s initial and ongoing certification requirements.

Yancey Wade
Yancey Wade

Compliance Manager, SageSpring 
615-861-8875 

Envelope

Yancey Wade 

Compliance Manager, SageSpring

Originally from California, Yancey Wade graduated from the University of California, Santa Barbara. Before joining SageSpring Wealth Partners, Yancey worked as a compliance officer for Wedbush Securities in downtown Los Angeles.

Yancey provides broad support to SageSpring’s regulatory compliance function. He joined our team after moving to Franklin, Tennessee, to be closer to family and enjoys being part of our welcoming and friendly culture.

When he’s not in the office, Yancey loves hiking and camping with his wife and daughter. He’s also an active member of his church. 

SageSpring Wealth Partners Placeholder
Melissa Smith

Compliance Assistant, SageSpring   
615-861-3520 

Envelope

Melissa Smith 

Compliance Assistant, SageSpring 

Melissa Smith came to Southwestern Investment Group in 2010 after working in the banking industry for seven years. In her role as a compliance assistant, she assists with monitoring daily compliance and regulatory tasks.

Beginning as a part-time employee working on a summer project, Melissa has enjoyed the transition to a full-time compliance assistant position. She particularly enjoys that the job requires attention to detail and great organizational skills.

Melissa loves photography, watching Alabama football, and spending time with her husband, three boys, and their two dogs Jax and Mylee Caroline. 

Deborah Jenkins
Deborah Jenkins

Compliance Manager, SageSpring | Registered Principal, RJFS   
615-861-6104 

Envelope

Deborah Jenkins 

Compliance Manager, SageSpring | Registered Principal, RJFS 

Deborah has more than 25 years of experience in the financial services industry in areas such as compliance, operations and financial planning. She has held regulatory and management positions with several investment firms in the Nashville area. Her years of experience has included broker/dealer conversions, setting up new broker/dealers, establishing RIAs and working with a number of broker/dealers and clearing firms in the industry.

As the Chief Compliance Officer, Deborah is responsible for ensuring SageSpring Wealth Partners’ business is conducted in a manner that complies with the laws, regulations and internal procedures of the investment industry. She has passed the Series 4, 7, 24, 27, 53, 62, 63, 65 exams and is life/annuity insurance licensed.
Deborah resides in Mount Juliet, Tennessee, she enjoys spending time with family and friends. She also enjoys the beach, reading, watching Alabama football and attending church in Mt. Juliet, Tennessee. 

Venita Cagle
Venita Cagle

Client Services Associate, SageSpring  
615-861-3522 

Envelope

Venita Cagle  

Client Services Associate, SageSpring 

Venita Cagle is a native to Williamson County who attended Belmont University. With a degree in Finance and Business Administration, Venita has worked in the financial industry and for several ministry organizations. At SageSpring Wealth Partners, Venita is focused mainly on meeting the insurance needs of our clients, and she works with several of our advisors in this role.

Venita recognized the mission of SageSpring fit perfectly with her own values and industry focus. She enjoys ensuring an excellent experience for clients, so she sought to become part of our organization so she could offer the warm, personal approach we value here at SageSpring.

Venita believes SageSpring is a great place to work (for many reasons) and truly appreciates the quality service we consistently provide by approaching our clients’ needs and interests as our very own. She sees her job here as an excellent opportunity for blessing individuals and families.

Venita and her husband, Ed, are servant leaders in their church, community, and in their families. They firmly believe that is the most fulfilling way to live and enjoy life. 

Alexandrea Smith
Alexandrea "Alec" Smith

Training and Development Coordinator, SageSpring  
615-778-9981

Envelope

Alexandrea “Alec” Smith

Training and Development Coordinator, SageSpring 

Alec Smith is originally from Oregon and moved to Tennessee the first time in 1998. Since then, she has moved across the U.S. twice eventually landing back in Tennessee in 2018.  Alec brings with her more than 25 years of experience in the financial services industry. At SageSpring Wealth Partners, her primary focus is the training and development of all associates.   

When asked how she ended up at SageSpring Wealth Partners, Alec will gladly tell you it was a God thing. She loves everything about SageSpring Wealth Partners, the core focus, values, and purpose all align with her own which made joining the firm an easy decision.

When not in the office, Alec enjoys spending her free time with her children (Noah and Claire) as well as her extended family making memories together. She is passionate about giving back and makes a point to volunteer as much as possible in the community.

Andrew Shibley
Andrew Shibley

CFP®, AIF®

Team Lead & Financial Advisor, SageSpring
615-861-8872 

Envelope

Andrew Shibley 

Team Lead & Financial Advisor, SageSpring

Andrew Shibley, is a graduate of the University of Tennessee, Knoxville with a B.S. in Journalism and Electronic Media, cum laude, and a B.A. in Political Science, cum laude. Shibley joined the financial services industry in 2008 and his experience includes financial planning, operations and management, title insurance, and mortgage.

Andrew joined SageSpring Wealth Partners because of the client-first mindset, family culture, and forward-thinking leadership.

Andrew’s role at the firm is leading the Access Team where he focuses on helping clients make sound decisions to grow wealth, and guiding them toward the life they want to live.  He holds a Series 7, Series 66, and numerous life, health, variable, and long-term care insurance state licenses. Andrew also holds the Accredited Investment Fiduciary (AIF®) designation.

In the community, Andrew has served as a Ruling Elder at his church. He is also a board member of the UT Knoxville Phi Sigma Kappa Alumni Association, and is a past member of the University of Tennessee Young Alumni Council.

Outside the office, Andrew loves to spend time with his wife and three children. He also enjoys reading, traveling, rooting for the Tennessee Vols, and keeping up with current events.

Andrew Williams
Andrew “AJ” Williams

Information Technology Coordinator, SageSpring 
615-778-9983 

Envelope Linkedin-in

Andrew “AJ” Williams 

Information Technology Coordinator, SageSpring 

Andrew “AJ” Williams comes to SageSpring Wealth Partners from National Real Estate Advisors, an SEC-registered firm in Washington, DC, investing in real estate assets on behalf of the IBEW pension fund, as well as individual and institutional investors. Previously, AJ worked for Empire Leasing in Washington, DC and is a graduate of George Mason University in Fairfax, VA.

As a member of the Operations Team at SageSpring, AJ is responsible for maintaining workstations and connectivity, evaluating and implementing new technologies, and developing strategies to help enhance the functionality of SageSpring’s digital environment.

While looking from afar, it was important that AJ found the right company—not just the right position before relocating. He could tell that SageSpring offered both, and that he could best position the organization and himself for the future in a company as dynamic as SageSpring. From his first interview, AJ could easily feel the pride his coworkers take in their work. The family-like atmosphere makes a growing firm still feel small.

When not in the office, AJ enjoys spending time with his family, playing golf, and watching Washington Capitals hockey. He has every James Bond movie on DVD and loves watching them in his self-designed home theater, much to the chagrin of his neighbors.

*Raymond James is not affiliated with and does not endorse the opinions or services of any organizations mentioned herein. 

Michelle Johns
Michelle Johns

Facilities Manager, SageSpring 

615-861-6110 

Envelope

Michelle Johns

Facilities Manager, SageSpring

After more than 12 years at our corporate headquarters in Nashville, Tennessee, Michelle Johns wanted to explore other opportunities within the Southwestern Family of Companies. She transitioned to the Dobyns Wealth Team in 2016 as a client operations specialist and moved into the role of Facilities Manager two years later.

As the Facilities Manager, Michelle oversees the needs of each office to ensure they run effectively and efficiently, meeting the facilities requests of staff and clients.

Michelle moved to the team because, after consideration, she felt that SageSpring was the right fit for her. She loves the people, the culture, and the vibe of the office. “It’s like one big family,” affirms Michelle.

Michelle and her husband, Chris, live on a small farm south of Franklin, Tennessee, where they enjoy playing with their grandchildren. When she’s not in the office, Michelle loves gardening and entertaining her family and friends.

sw16
Chris Warner

Chief People Officer, SageSpring | Brand Associate, RJFS 
615-861-8868

Envelope Linkedin-in

Chris Warner 

Chief People Officer, SageSpring | Brand Associate, RJFS

Along with his degree in Business Management from Liberty University, Chris Warner has over twenty years of combined experiences in operations, management, and human resources within the hospitality and real estate industries.

Chris is currently taking on the role of supporting the people and culture initiatives at SageSpring Wealth Partners. From recruiting and onboarding to career development and retirement, Chris ensures our team has a consistently premier workplace to call home.

Chris was encouraged to find that every person he met along the way to joining the SageSpring team was genuine and excited about the company. This professional potential and personal sense of friendliness is what Chris believes created the perfect new opportunity.

Chris finds the servant-minded leadership he has seen on display at SageSpring to be the most appealing part of the company. To Chris, it allows everyone to feel supported and encourages the success of the whole team versus individuals.

Away from work, Chris loves spending time with his wife of over 25 years. They enjoy travel, music, bird watching, and their beautiful grandchildren. 

Jane Cormack
Jane Cormack

Client Services, SageSpring 
205.981.7128 

Envelope

Jane Cormack 

Client Services, SageSpring

As a Client Services Associate, Jane Cormack assists our team with client paperwork, client fund requests, online access, and remote branch duties. She is integral to SageSpring’s operations and finds a great deal of fulfillment in supporting clients as they discover their financial needs and potential.

Jane began her career in banking. However, her career took a turn when she found herself working with a multi-million dollar performing arts center that asked her to establish and run its Human Resources Department as the Director. After a while, Jane felt called to leave the business world and went to volunteer with The Stephen’s Ministry, helping people heal through challenging life events. She ultimately reentered the business world when she had a life event of her own, and she finally landed at SageSpring.

Led to SageSpring after meeting one of our clients, Jane inquired about an assistant position; and as they say, the rest is history. She considers her connection to SageSpring a Divine appointment. Jane loves SageSpring’s core focus, purpose, and values because they align with her own. She especially enjoys connecting with clients to give them the caring, personal approach we value.

Jane has been married for over 30 years to her husband, Marc, and enjoys spending time with him and discussing the different books they are each reading. They have two cats they adore and can be accused of treating them like children, given they don’t have any. She also enjoys painting, crocheting, and learning brush lettering. 

tyler
Tyler Nace

CFP®, CHFC®

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS 
214-872-3902 

Envelope

Tyler Nace 

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS 

Faith, passion, and hard work help lead you to your personal and financial success. Tyler’s passion surrounds leading and coaching those around him to become the best versions of themselves, and in the process, helping them achieve financial confidence. He helps people make wise decisions with money while walking alongside them to assist in reaching their financial goals. He grew up in the church, and faith is a big part of his life. He has peace in Christ knowing that while we are assured nothing in this world, her external salvation is assured. Leaning on him through this period has helped Tyler get through. He is a “Planner” by profession, but he has come to understand that does not mean “Controller.”

Growing up on the island of Kauai, Hawaii, he gained an early perspective on the rewards that come with success through those vacationing on the island. Conversely, his grandfather was a profound role model with very different values. His grandfather was a young adult as he faced the Great Depression of the 1930s. He often reflects on the summers he spent with him talking about the value of hard work, a good education, and living on less than you make. He is grateful to have a career that leads him to remember his grandfather’s lessons daily. His love for him and his memory drives how Tyler serves those around him.

Those he serves, deserve a consummate professional, and that is who he strives to be. He majored in business and finance at The University of North Carolina at Chapel Hill. He obtained the CERTIFIED FINANCIAL PLANNER”‘ certification. He also taught the program curriculum as an adjunct professor through the University of Dallas. He has always connected with Dave Ramsey’s words to “have a heart of a teacher”. He loves sharing his passion for financial planning in simple and memorable ways. He is energized to help others achieve their goals and help them discover new doors. He is blessed that his hard work feels light.

brad
Brad Barnes

CFP®

Executive Vice President, SageSpring 
615-432-4434

Envelope

Brad Barnes 

Financial Professional, RJFS

Brad Barnes is a CERTIFIED FINANCIAL PLANNER™ practitioner at SageSpring Wealth Partners.

His specialty is providing sound investment strategies designed to build wealth through comprehensive financial planning. Some of those comprehensive planning services include retirement, estate and tax planning with an emphasis in excellent customer service.

Brad is originally from Knoxville, TN. Brad graduated Summa Cum Laude from the University of Tennessee in May 2006 where he obtained a degree of Business Administration in Finance and Accounting. After graduation, Brad spent two years serving with a college ministry, Reformed University Ministries, on campus at Wake Forest University in Winston Salem, NC. Brad also previously worked for the Southwestern Company the summer of 2005 in an internship capacity.

Brad enjoys residing in Nashville, TN where he spends much of his time attending local music events and playing golf, as well as spending time with family and friends. He is active in his local church, Midtown Fellowship Church, that meets in downtown Nashville.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Luke Aull
Luke Aull

CFP®

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS
615-637-2070

Envelope

Luke Aull

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS

Luke Aull is originally from Aiken, South Carolina and a graduate from The University of Tennessee. He graduated with honors pursuing a Bachelor’s of Science in accounting with a French minor which he obtained while studying at The Sorbonne University in Paris, France. Before joining SageSpring Wealth Partners in 2005, Luke was a manager with The Southwestern Company, for 4 years.

As a Senior Executive Vice President of SageSpring, and CERTIFIED FINANCIAL PLANNER™ practitioner, Luke provides investment and financial planning. His specialty is providing sound, conservative, confidential and comprehensive investment advice to clients – to help them effectively and efficiently save for retirement, employ tax planning strategies, and transfer their wealth.

Luke holds the Series 7 and Series 66 registrations, as well as life, health, annuity, and long-term care insurance licenses in Tennessee and other various states. Luke completed his CFP® certification in 2010, he is a registered representative with Raymond James Financial Services, Inc. and through Raymond James, completed his Investment Management Consulting designation. In addition, Luke attained Raymond James Executive Council each year from 2010 through 2013*, and Leadership Council every year from 2014 through 2021*. Luke’s focus is helping his clients manage wealth through comprehensive financial planning with a specialty in fee-based** professional money management, tax reduction strategies, and exceptional customer service.

Most importantly, when Luke isn’t helping pre-retirees and retirees with their finances, he enjoys spending time with his wife, Michelle, and their 7 children, Dori, Naomi, Isaac, Micah, Asher, Levi and Silas.

*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

**Qualification is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

headshot photography
Cash Tunstall

CFP®

Executive Vice President, SageSpring | Financial Advisor, RJFS 
615-861-6115

Envelope

Cash Tunstall

Executive Vice President, SageSpring | Financial Advisor, RJFS

Although an appropriate name considering his vocation, Cash was named after an inspirational friend of his parents. He grew up in Kentucky in his family’s equine business and studied at Asbury University where he met his wife of more than 15 years. Cash, Lauren, and their two young children live in Franklin, Tennessee.

Cash began his career in Nashville with The Southwestern Company in 2005 and was introduced to the financial services division, now SageSpring, as a client of the firm. Today, at SageSpring, Cash also serves as an Advisor Development Leader, and enjoys mentoring, coaching, and supporting advisors in their professional growth and service to clients. This is typically the part of the bio in which one may share about pastimes and hobbies. However, between this business, his romantic relationship with Lauren, and being a constant instigator of his kids – there is not a lot of free time. If there is any to speak of, Cash can be found tinkering and DIYing on the house and in the garage, usually creating more problems than the ones he is fixing.

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

Envelope Linkedin-in

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

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.