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SAGESPRING PRIVATE WEALTH

A Circle of Trust and Expertise Around Your Family Office

At SageSpring, we’re not just your advisors; we’re your partners in building a lasting legacy. We bring clarity, wisdom, and strategic insight to your family’s financial future.

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Your Legacy, Our Commitment

Lead with Heart

We are dedicated to guiding our clients with compassion and integrity, focusing on their unique needs and aspirations.

Stewardship

We aim to be good stewards of your wealth, helping you preserve and grow your family's legacy.

Excellence

Our relentless pursuit of excellence inspires us to consistently deliver high-quality service, going the extra mile for our clients.

Independence and Integrity

We’re independent from any bank, broker dealer, insurance provider or custodian. We follow the fiduciary standard that places each client's interests first.

SageSpring Family Office Services

Comprehensive Financial Management

Private Wealth Management
Financial Planning
Tax Strategy & Planning

Strategic Planning & Investment Opportunities

Traditional Investment Management
Private Investment Opportunities
Private Banking Services
Risk Management
Credit Solutions

Long-Term Financial Stewardship

Estate Planning & Legacy
Trust Services
Philanthropic Planning

Family and Personal Services

Family Governance & Education
Lifestyle & Wellness
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Concierge and CFO Services

Who We Partner With

CEO Founders & Entrepreneurs
You are a leader, risk-taker, and visionary. We believe that each stage of your success, today and tomorrow, requires specific attention, planning and strategy. We work on your side of the table to help anticipate, manage and take action according to your short-term and long-term goals.
Early Innovators
You think, act and live differently, which requires a team that understands how your success can create complexities for you and your family. From trust and estate planning to consultation about selling your business to tax strategies, we have a full advisory team ready to assist you.
Ultra High Net Worth Individuals
Your success is now your family’s success – as well as your legacy. We offer sophisticated solutions that provide personal financial guidance, collaborative experience and tailored services that are designed for the distinct needs of ultra-high-net-worth individuals and families.
Athletes and Entertainers
The athletic and entertainment world can offer high risk and high reward. We understand the nuances of these industries, allowing us to be a trusted partner in these high-visibility environments. We help you stay focused on your ongoing financial well-being, as well as the transfer of wealth to your families and philanthropic endeavors.

Connect With Our Family Office Team

SageSpring Wealth Partners’ teams have years of experience building customized solutions for ultra-high-net-worth individuals and families. Let’s work to protect and grow your legacy.

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These statements are aspirational, and SageSpring does not guarantee any success in the services it provides.
As such, there is no guarantee that any views and opinions expressed herein will come to pass. Certain services offered by SageSpring and as outlined above are provided by unaffiliated third parties.
Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
This material is provided solely for informational purposes and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluations of
the proposals and services described herein, any risks associated therewith, and any related legal, tax, accounting, or other material considerations. To the extent that the reader has any
questions about the applicability of any specific issue discussed above to their specific portfolio or situation, they are encouraged to contact or consult with the professional advisor of their choosing.

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travis bio
Travis Curatolo

Financial Associate

615.861.6134

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Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

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.