Southwestern Investment Group’s Jackson Wilcox was recently certified by the CFP® Board as a CERTIFIED FINANCIAL PLANNER® professional. Wilcox’s goal in completing this process is to further his depth of knowledge and expertise regarding effective and comprehensive financial planning. His completion of this certification illustrates his ongoing commitment to understanding and applying complex financial planning concepts, while adhering to the highest of ethical standards.

As a member of Southwestern Investment Group’s Deering Wealth Team, Wilcox has worked as a financial planning professional, focused on helping business owners and individuals with everything from income tax planning to advanced charitable strategies and developing their overall financial plans.

“I can confidently affirm that Jackson is among the most driven professionals I’ve had the pleasure of working with in the financial industry. From passing his series 7 and series 66 securities industry essential exams within the first six months of entering the investment industry to his promotion to Financial Planning Professional to this latest CFP® achievement, our team couldn’t be more proud of Jackson,” says Mark Deering, Executive Vice President at Southwestern Investment Group and leader of the Deering Wealth Team.

Regarding this latest achievement, Wilcox says, “Helping our clients succeed with their financial goals is my top priority, and receiving the honorable CFP® designation will help me serve clients in an even greater capacity in the days ahead.” As one of Southwestern Investment Group’s core values is to develop students and leaders, the company celebrates Jackson corporate-wide, as he is a shining example of this important value within our amazing roster of team members.

Jackson can be reached at (615) 861-8873 or at Jackson.Wilcox@SWInvestmentGroup.com.

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Jeffrey T. Dobyns


President, SageSpring | Financial Advisor, RJFS 

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.