SageSpring Wealth Partners celebrates Deborah's retirement and welcomes Brad Clayton as new Chief Compliance Officer, ensuring continued excellence in compliance.

SageSpring Wealth Partners Celebrates Deborah Jenkins’ Retirement and Welcomes Brad Clayton as Chief Compliance Officer

FRANKLIN, Tenn., April 18th, 2024 – After 16 years of exemplary service, SageSpring Wealth Partners celebrates the retirement of Deborah Jenkins, and welcomes Brad Clayton as new Chief Compliance Officer.  Deborah, a cornerstone of the company’s compliance department, leaves behind a legacy of integrity, professionalism, and dedication. In honoring Deborah’s contributions, SageSpring expresses profound gratitude and heartfelt appreciation for her unwavering commitment over the years.

Deborah Jenkins

Deborah Jenkins

Deborah’s tenure at SageSpring has been marked by her remarkable leadership and tireless efforts in revolutionizing the company’s compliance landscape. She played a pivotal role in transforming the department into a beacon of integrity and efficiency, guiding the team through challenges with her expertise and unwavering commitment to upholding ethical standards. Her impact extends far beyond regulatory paperwork, as she leaves behind a lasting legacy of excellence and professionalism.

Reflecting on her time at SageSpring, Deborah shared, “Jeff gave me an amazing opportunity to work with so many wonderful people. I am grateful to work with people who care not only about their clients and each other but doing things right, which has made my compliance job so much easier. I am thankful the last 16 years of my career have been with SageSpring.”

After holding the position of Deputy Chief Compliance Officer since 2023, Brad is excited to step into the CCO role at SageSpring during such an exciting time in the firm’s history. In Brad’s words, “Compliance and risk management are vital for ensuring that we continue to act in our clients’ best interest, and I look forward to building upon the firm’s well-established culture of compliance.”

brad clayton

Brad Clayton

Mark Deering, Senior Executive Vice President & Managing Partner, expresses his gratitude for Brad and the work he has done to support the firm and its advisors. He shared, “As we continue to grow, it remains essential to have expertise like his to guide our firm’s compliance. Brad embodies the values we hold at SageSpring, and we’re excited for him to lead our compliance department into the future.”

In anticipation of the upcoming transition, President Jeff Dobyns shared his confidence in Brad and his capabilities, stating, “I have all the confidence in Brad and his skills, and I’m excited to see how he can take our compliance to the next level in his new role. Congratulations to both Deborah and Brad as they begin these new chapters!” 

About SageSpring

From its humble beginnings in 2002 to today, SageSpring–formerly Southwestern Investment Group–has continuously taken a holistic approach to financial advice. By prioritizing clients’ well-being, SageSpring gets to know what matters to clients in order to tailor counsel, helping clients reach their financial goals. SageSpring’s comprehensive money-management strategies are designed to help clients build a life of wealth and long-lasting financial independence.

For more information or to speak to an advisor, visit sagespring.com.


Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker/dealer and is 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. 

Deborah Jenkins is a Branch Supervisor and Brad Clayton is a Branch Associate with Raymond James Financial Services, Inc.

Media Contact

Jessica Roberson
Corporate Marketing Manager, SageSpring
Branch Associate, RJFS

615.861.8876

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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.