SageSpring Wealth Partners is a firm of more than 130 employees dedicated to improving our clients’ lives through comprehensive financial planning. We currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lincoln, NE | Birmingham, AL | Clarinda, IA

Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything we do for our clients is based on a foundation of nine core values.

Core Values:

1. Always put our clients’ best interests first.
2. Be honest.
3. Teach instead of sell.
4. Earn trust, don’t expect it.
5. Don’t let emotions cloud judgment.
6. Make time for community.
7. Develop students and learners.
8. Never accept shortcuts.
9. Communicate with clarity and purpose.

SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. 

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

SageSpring Wealth Partners

Jeff Dobyns

Mark G. Deering

Brian Harding

Brian Hart Cfp®

Tricia McCubbins

Ellen Montwori

Brad Bowlin

Chris Warner

The Financial Services team at SageSpring Wealth Partners is dedicated to providing comprehensive financial planning and advisory services to clients. Team members work collaboratively to understand clients' financial goals, educate them on investment strategies, and develop personalized, holistic financial plans. They prioritize clients' best interests, offering honest and clear communication, and guiding clients towards achieving their highest financial objectives.

Financial Services

The Client Services Team at SageSpring Wealth Partners is dedicated to providing exceptional support and administrative services to ensure the smooth execution of financial plans and transactions. They serve as the primary point of contact for clients, addressing inquiries, managing account documentation, scheduling appointments, and facilitating communication between clients and financial advisors. This team ensures that every client experience aligns with SageSpring’s core values, emphasizing honesty, clarity, and personalized service.

Client Services Team

The Operations and Coordination Team at SageSpring Wealth Partners ensures the seamless execution of day-to-day activities across all eleven offices. This team manages the operational infrastructure, oversees technology implementation, coordinates employee training and professional development, and maintains efficient workflow processes, all while aligning with the company's core values to best serve the clients' financial planning needs.

Operations and Coordination Team

The Leadership Team at SageSpring Wealth Partners, comprising the President and Founder, Senior Financial Planner Executive Vice President, and Chief People Officer, is responsible for setting the strategic direction of the firm, ensuring alignment with the company’s core values, and fostering a culture that prioritizes client interests and comprehensive financial planning. This team leads efforts in business development, talent management, and operational excellence while maintaining the integrity and quality of services offered across all eleven offices nationwide.

SageSpring Wealth Partners

Org chart

Teams

Financial Services

Client Services Team

Operations and Coordination Team

Leadership Team

Offices

SageSpring Wealth Partners

Org chart

Teams

Financial Services

Client Services Team

Operations and Coordination Team

Leadership Team

Offices

Related companies