deering

Hannah Patterson Advances into Financial Professional Role as Deering Wealth Team Growth Continues

The Deering Wealth Team is proud to announce the recent promotion of Hannah Patterson from Paraplanner to Financial Planning Professional. Patterson was previously responsible for financial plan development, plan implementation, and money movement. While she will continue to serve clients in this way, her role will expand further into meeting with individuals and families of the Deering Wealth Team.

Moving forward Patterson will be responsible for providing time sensitive financial planning in all areas of the Certified Financial Planning Designation, including general planning, risk management, investments, retirement planning, tax planning, and estate planning. These areas will be complemented by Patterson’s demonstrated history of assisting families with inheritance planning, small business retirement plan management, and comprehensive estate plan reviews. 

Since obtaining her designation from the CFP® Board as a CERTIFIED FINANCIAL PLANNER™ professional, Patterson has furthered her depth of knowledge and expertise regarding effective and comprehensive financial planning, and she is committed to understanding and applying complex financial planning concepts while adhering to the highest of ethical standards.

“Hannah has demonstrated her commitment to our clients by continuing to learn and grow in her role,” said Mark Deering, CFP®, Senior Executive Vice President and National Sales Director at SageSpring Wealth Partners and lead financial advisor on the Deering Wealth Team. “Over the last three years, I have watched Hannah grow from her Client Services role by passing the series 7 and series 66 securities industry essential exams, advancing into a Paraplanner role, and earning her CFP® designation. I can’t explain the joy I feel to now see her advance into a client-facing role as a Financial Planning Professional. She continues to bring so much value to the families we serve, and we feel blessed to have her on our team.”

Patterson’s professional growth is a testament to the overall growth of the Deering Wealth Team over the past year. In addition to Patterson’s promotion, the team also hired a new Client Services Associate. Alexandra Rusu began her new role with the team in September after serving as SageSpring’s Front Office Coordinator since April of this year. Rusu is a strategic addition to help the team continue providing excellent client service as Patterson transitions into her new client-facing role in the near future. 

“One of the many things I’ve learned as a leader is that in order for your team to grow, everyone needs to grow in their respective roles,” Deering said. “Part of the reason we hired Alexandra was so Hannah could elevate in her role given her remarkable growth over the years. Now we are working on putting Alexandra’s professional development plan into action so we can focus on her growth as well. Our emphasis on professional development among our team always goes back to our clients – we are always striving to be the best financial planning team we can be for the families we serve.

One of SageSpring’s core values is to develop students and leaders. The Deering Wealth Team’s growth is a great example of this important value being lived out at SageSpring Wealth Partners.

Patterson can be reached at (615) 861-3521 or at Hannah.Patterson@RaymondJames.com.

SageSpring Wealth Partners
Corporate Office
801 Crescent Centre Drive, Suite 600
Franklin, TN 37067


Investment advisory services offered through SageSpring Advisory Services, Inc., an independent registered investment adviser. SageSpring Wealth Partners and Deering Wealth Team are not registered broker dealers are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 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.

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615.861.6100
Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. 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 raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, 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.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

Ramsey Solutions’ 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.

Raymond James is not affiliated with any of the organizations mentioned above.