Jeffrey T. Dobyns

About Jeffrey T. Dobyns

We provide comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know our clients, understand their goals, and develop and execute their ongoing, strategic, financial plans.Recognized as a 2024 Forbes Top RIA Firm and a Top Workplace USA for the last three consecutive years, SageSpring operates as a family. With 46 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. SageSpring has the support of a large company, while offering clients the intimate service of a small firm.We love working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, I lead the team of Dobyns McMillin Wealth Team along with my partner, Drew McMillin. We incorporate the expertise of attorneys, accountants, and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.In order to meet the highest standards of professionalism and ethics in the industry, I am a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Life Underwriter and a Chartered Financial Consultant. I am also a participant of the Dave Ramsey SmartVestor program.My work and personal life are both guided by my faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, I devote considerable time and resources to a number of causes, including serving as chairman of the board for Men of Valor, a prison ministry and mentoring program. I am also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Lastly, I am an Advisory Board Member for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose.My wife, Amy, and I are raising our family in Brentwood where we are members of the Brentwood Baptist Church, and our children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, I enjoy hunting, fishing and just being outdoors.

Experience

1. Wealth Advisor

   Dobyns Mcmillin Wealth Team

   Apr 2002 — Present · Franklin, TN, US

   In addition to leading the SageSpring firm, I advise clients on a wide range of comprehensive financial planning topics. My various professional credentials help me advise clients on most financial matters. I am a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter and a Chartered Financial Consultant. I am also a Raymond James investment management consultant. I help my clients through comprehensive financial planning with a specialization in fee-based** professional money management, tax planning strategies and providing exceptional customer service.**Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Education

• Ohio University

  Bachelor of Business Administration (B.B.A.)

  1993 — 1997

Skills

• Tax
• Investment Management
• Wealth
• Finance
• Insurance
• Leadership
• Business Development
• Financial Advisory
• Strategic Planning
• Investments