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Hannah Patterson Obtains CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

Southwestern Investment Group’s Hannah Patterson has recently obtained her designation from the CFP® Board as a CERTIFIED FINANCIAL PLANNER™ professional. Patterson’s goal in completing this process was to further her depth of knowledge and expertise regarding effective and comprehensive financial planning. Her completion of this certification illustrates her ongoing commitment to understanding and applying complex financial planning concepts, while adhering to the highest of ethical standards.

As a member of the Deering Wealth Team at Southwestern Investment Group, Patterson has worked as a financial planning professional, focused on helping business owners and individuals with retirement planning, tax planning, and investment management.

“Hannah has been one of the greatest people I’ve had the pleasure of working with and I’m beyond excited to witness her achieve this incredible milestone,” said Mark Deering, CFP®, Senior Executive Vice President and National Sales Director at Southwestern Investment Group and lead financial advisor on the Deering Wealth Team. “It has truly been a pleasure to watch someone who entered the industry as an administrative professional without any licenses not only pass her series 7 and series 66 securities industry essential exams, but also be promoted to and excel in the Paraplanner role, and now earn her CFP® designation. Our team couldn’t be prouder of Hannah.”

Patterson will continue to serve clients of the Deering Wealth Team in many of the same ways she has been, including financial plan development, plan implementation, and money movement. Additionally, her role in advising clients will expand into regular client meetings, phone calls, and providing time-sensitive planning for the families of the Deering Wealth Team.

“Helping our clients design plans to achieve their financial goals so they can enjoy personal and financial freedom is my top priority,” Patterson said. “I’m very excited for the door of opportunity that has opened not only for me, but also for my team and our clients, as earning the honorable CFP® designation enables me to serve them in an even greater capacity going forward.”

One of Southwestern Investment Group’s core values is to develop students and leaders, which is why Patterson’s achievement is being celebrated company-wide, as she is a shining example of this important value within our amazing roster of team members.

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

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© 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.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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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.