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.
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.
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.
Business Development 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 business development 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 Business Development 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.
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.
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.
Senior Executive Vice President, SageSpring | Wealth Advisor, RJFS
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.