Jones Wealth Team

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Compassionate. Competent. Consistent.

Our goal is simple: helping you achieve your version of financial freedom. With over two decades of experience in investment and financial planning, we understand there is no cookie-cutter process to creating and maintaining a financial plan. It takes trust, education, discipline and ongoing monitoring. Our hope is that, through this process, you are empowered to move forward through life’s various stages with financial confidence.

Recognized Among Tennessee’s Top Workplaces 

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About Us

Building a solid financial plan begins with our team understanding your why. To accomplish this, we actively listen to gain insight on what’s most important to you and what you would like to accomplish. With this information, we will collaborate to create a goals-based “roadmap”.

The fiduciary standard of care requires that we design a plan and make recommendations with your needs and goals at the forefront. Once our “roadmap” is in place, we continuously review, offer feedback and provide guidance to help you stay on track as life twists and turns.

There is a lot of noise out there when it comes to investing. We adopt a holistic approach that extends beyond investing to help you consider college tuition costs, estate planning life insurance, long-term care needs, tax efficiency, and more. We want to help you better understand how each of these areas intersect and play a role in your overall plan. Our financial team is compassionate about our client’s personal well-being, competent in designing and implementing creative financial solutions, and consistent in customer service and follow-up. We welcome the opportunity to learn more about you and discuss your financial needs.

Meet Our Team

Learn more about each of the dedicated members of the Jones Wealth Team.

Elisa Leftridge Jones

MBA

Financial Advisor, SageSpring Wealth Partners | Investment Executive, RJFS

615.884.3682

Our Services

Through our comprehensive wealth planning services, the Jones Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and more.

Retirement Planning
Wealth Management
Charitable Giving Strategies
Estate Planning
Tax-Efficient Investing
College Planning
Insurance Planning

Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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Our Location

Franklin Office
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3518

Recent Insights

866.712.1657
Elisa Leftridge Jones

MBA

Financial Advisor, SageSpring Wealth Partners | Investment Executive, RJFS 
615-861-6133

Elisa Leftridge Jones 

Financial Advisor, SageSpring | Investment Executive, RJFS

Elisa was born in Chicago, where her family lived on the Southside. Just before middle school, they migrated south to a small rural town outside of Montgomery, Alabama (Burkville). She graduated Magna Cum Laude from Alabama A&M University in Normal, Alabama (Huntsville) in 2000 with a Bachelor of Science degree in Finance and a minor in Computer Science. Elisa later moved to Tennessee and obtained her Masters of Business Administration from Tennessee State University. She has been registered with FINRA (NASD) since 2001, holding her Series 6, 7, 63, and 65 registrations, as well as life and health insurance licenses.

With over 20 years of experience in the investment and securities industry, Elisa has made it her life’s work to learn her clients’ unique stories while helping them change their family’s financial tree. After starting her career in Nashville as an advisor for a Wall Street-based mutual fund company, Elisa transitioned to an independent advisory firm for seven years. She took a short time away from the business for the birth of her son and returned to the industry in a dual role as a licensed banker for a regional bank. She joined SageSpring in 2017.

She and her husband Nick have two children, Tyson and Savannah and a fur-baby boxer, Remy Michelle. Elisa’s family is very active in their community, regularly hosting book drives for The Black Book Project, a local literacy organization, where she is a founding board member. She also serves the President of the Nashville Chapter of Alabama A&M University Alumni Association. Her family’s weekends are busy with visiting family and friends and attending events with the Nashville Chapter of Jack and Jill of America, Inc. The most fulfilling part of Elisa’s role as a Financial Advisor is helping clients verbalize their goals and helping them see them come to fruition. “At this point, I’ve been in the industry long enough to see my client’s children attend college with funds that we set up in college savings accounts when they were babies. Those are definitely full-circle moments for me,” she said.

alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Jeffrey T. Dobyns

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 Board’s initial and ongoing certification requirements.