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Dobyns McMillin Wealth Team

Building Trust is the Most Important Part of Our Job

Located in Franklin, Tennessee, Dobyns McMillin Wealth Team digs into the details of your tax, estate, insurance, retirement, and investment planning to help ensure that you are adequately protected, prepared, and successful with your finances—both now and into the future.

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Charitable Giving – By the Numbers

A well-planned, intentional charitable giving strategy can make all the difference. Our team’s mission is to empower donors, business owners, ministries, and families to maximize their charitable giving efforts, increase the impact of their gifts, and build multi-generational generosity.

Working in conjunction with your accountant or estate attorney, lets collaborate to help make the most of your intentions, generosity, and compassion—while advancing your financial goals. That way, you can focus on what truly matters: making an enduring, meaningful difference.

See the total charitable donations made by the families we serve (*as of 6/8/2022).

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Meet Our Team

Learn more about each of the dedicated members of the Dobyns McMillin Wealth Team and connect with us on social media.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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Drew McMillin

CFP®, EA, AEP®

Senior Executive Vice President & Partner SageSpring | Financial Professional, RJFS 
615-861-6106

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Mandy Brooke

CFP®, CLU, CHFC

Director of Client Operations, SageSpring
615-861-6127

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Dean Shahan

CFP®

Wealth Advisor, SageSpring 
615-861- 2908

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Connor Jeffries

CFP®

Wealth Advisor, SageSpring
615-861- 6112

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Parker McClearn

CFP®

Wealth Advisor, SageSpring
615-861-6120

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Garrett Smith

Financial Planning Associate, SageSpring 
615-861-6130

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Nicole Holguin

Client Service Specialist, SageSpring
615-861-8870

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Rachel Cardinal

Executive Assistant to Jeff Dobyns, SageSpring
615-861-3520

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Stella Freeman

Executive Assistant to Drew McMillin, SageSpring
615-861-6131

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Here’s What Our Clients Are Saying

"Drew and Jeff, Andy and I are so appreciative of the help you and your team have given us over the years. Your guidance and service has been invaluable."
Tammy R.Franklin, TN
"SageSpring is special because it is filled with very successful people that are 20 years younger (on average) than other firms that share similar revenue profiles, but the most important quality is everyone at your company truly cares about everyone else. That culture is an amplification of your character, Jeff, and I wanted you to hear from someone that has called on thousands of advisors and hundreds of firms over that past 30 years. You’ve created something truly unique and special. I genuinely feel that I’m so lucky to have you all allow me to be involved in your lives and careers. It’s truly been a joy. I can’t wait to see what the next decade brings for you. Thank you for your friendship and partnership."
Tommy D.Brentwood, TN
“I just got off the phone with Caroline and told her how lucky we are to be with you guys, because the level of care that you provide to us, makes me feel so excited to be in business with you and excited to work together for the long term."
Royce W.Los Angeles, CA
"Thank you to all of you for the wrapped present, candle, card, note, and bomba socks. I was so surprised! Thank you Dean for reaching out to check how I was doing on my goal. It is special that you recognized the 1800 mile goal was a big deal to me. I feel fortunate that I have great financial advisors as well as people who sincerely recognize that your clients have distinct hopes and goals. I hope to have 1900 miles by October 29- my birthdate! You made my day!"
Zoee S.Gulf Shores, AL
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Our Location

Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067

Corporate Phone
615.861.6100

 

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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Privacy Policy

© 2024 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

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© 2024 |  Associated with Raymond James  |  Client Summary

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Parker McClearn

CFP®​

Financial Planner, SageSpring
615-861-6120

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Parker McClearn

Financial Planner, SageSpring

Parker creates comprehensive financial plans to help clients reach their unique goals. Whether he’s working with an individual or a business owner, Parker is passionate about empowering clients to achieve their own definition of financial security. 

Forget stuffy suits and Wall Street jargon; Parker speaks your language, breaking complex concepts down with ease. He understands that financial goals are more than just balance sheets and cash flow planning. They’re about family vacations, rewarding retirements, and dreams fulfilled. That’s why he takes the time to get to know his clients on an individual level, and then crafts your plan uniquely for you. 

Originally from the bluegrass state, Parker obtained two bachelor’s degrees from Western Kentucky University prior to moving to Nashville, Tennessee to begin his career: Financial Planning and Data Analytics. To best serve his clients, Parker pursues continuous learning opportunities and is a Certified Financial Planner (CFP®). 

Life isn’t just about crunching numbers, though. Parker believes in a healthy work-life balance, his free time fueled by keeping his wife, Anna, laughing with his dry sense of humor, the thrill of landing a big fish, and the satisfaction of a perfectly grilled steak. He also enjoys hunting white tail deer and traveling with his wife, both locally and globally. 

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, 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.

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Rachel Cardinal

Executive Assistant, SageSpring

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Rachel Cardinal

Executive Assistant, SageSpring 

A reservoir of strength, wisdom, and skill, Rachel is the quiet catalyst of the Dobyns McMillin Wealth Team. Don’t be fooled by her humility, Rachel carries 17 years of combined experience in Accounting, Personnel Management, Project Management, Leadership, and Executive Assistance, inspiring those around her to rise to their own potential with her peaceful confidence. 

Behind her calm demeanor lies a sharp mind and a strategic intellect. She speaks when it matters, not just to be heard. That’s the essence of Rachel – wisdom distilled to its purest form. Rachel yields her diverse talents as Executive Assistant to Jeff Dobyns, efficiently and effectively managing a host of administrative projects from marketing and events, to process-improvements, and more. 

 

For Rachel, it’s not about the accolades, but the impact, so joining the Dobyns McMillin Wealth Team was a no-brainer. The fast pace can be demanding, but she wouldn’t have it any other way. The professionalism, the genuine care for clients, the hard-working and supportive team members, and the unwavering commitment to being principled all resonated with her values. Here, she’s not just a number, she’s a part of a family united by one common purpose: helping people. 

 

Faith, family (two college daughters, a patient husband, and a mischievous lab named Zuko), and a fierce passion for holistic health – spiritual, mental, and physical – are her foundation. Paddleboarding at sunrise, practicing yoga, devouring Julia Child’s recipes, or conquering a challenging hike or swim, Rachel enjoys the outdoors and spending quality time with friends and family.

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Carlie Lachman

Administrative Assistant, SageSpring

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Carlie Lachman 

Administrative Assistant, SageSpring 

Carlie attended Northwood University in Midland, Michigan and graduated with a Bachelor of Business Administration with a focus in marketing.

In her role at SageSpring Wealth Partners on the Dobyns Wealth Team, Carlie schedules and coordinates meetings and appointments for our advisors and outside partners to maximize productivity. She works closely and effectively with the team and advisors to keep them well informed of upcoming commitments and responsibilities, plus any appropriate follow-up to keep things on schedule.

Beyond the office, Carlie enjoys quality time with friends and family, traveling, trying new places in Nashville, and spending time with her cat, Fiona. 

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Stella Freeman

Executive Assistant, SageSpring  
615-861-6131

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Stella Freeman

Executive Assistant, SageSpring 

A powerhouse behind-the-scenes and the Executive Assistant to Drew McMillin, Stella brings over five years of dedicated experience in executive support roles to the table. 

Stella’s professional superpower lies in her exceptional organizational skills and her commitment to efficiency. A problem-solver at heart, Stella naturally helps people tackle problems with finesse, all while keeping emotions in check. Inside or outside the office, her knack for fostering relationships shines through. She thrives on client interactions, relishing the diverse personalities that each conversation unveils. Coming from a community service background, she finds joy in working with people, and her extroverted nature brings an infectious energy to the team. Colleagues, clients, and stakeholders alike revel in the seamless interactions and effective communication facilitated by Stella. 

Energetic, outspoken, and always up for a challenge, Stella values growth, both personally and professionally. She enjoys a faster pace in life and is not one to stay the same, but actively seeks opportunities for learning and development. 

Armed with a Bachelor’s degree in Communications from Santa Clara University, Stella hails from San Jose, California, but she and her husband, Tim, along with their dynamic duo sons, Noah and Nate, decided to join the vibrant city of Nashville in the summer of 2021.

Outside her professional commitments, Stella champions an active lifestyle, serving as a fitness advocate. As a dedicated Giants fan, her love for sports goes beyond the baseball diamond, it spans across mixed martial arts, soccer, wrestling, and jiu-jitsu. In her community, Stella takes an active role as the Vice President of the Franklin High School Wrestling Booster Club, channeling her passion to support and uplift young athletes.

The California girl that she is, Stella loves to spend her free time soaking in the sun and sea breeze as often as possible. Though she loves international travel and dreams of revisiting Italy, Stella’s excited to explore the adventures that the east coast has to offer with her family. 

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Garrett Smith

Financial Planning Associate, SageSpring  | Investment Professional, RJFS
615-861-6130

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Garrett Smith

Financial Planning Associate, SageSpring | Investment Professional, RJFS

Garrett’s secret weapons for building strong client relationships are a disarming laugh, a cracked joke, and a knack for solving problems before they become sinkholes. As a Financial Planning Associate, Garrett excels in orchestrating the onboarding of new clients, fostering relationships with existing ones, and establishing internal and external processes with the mindset of putting the client first. Helpful, outgoing, fun, and dependable, Garrett leaves clients feeling empowered and heard, and is always proactively researching solutions for their unique needs. With both a humble heart and a strong work ethic, Garrett consistently goes the extra mile for clients and colleagues, solidifying his position as an invaluable teammate. 

He may have two business degrees under his belt, a Bachelor of Science in Business Administration from Tennessee Technological University, and an MBA from Strayer University, if you’re counting, but Garrett’s real learning experiences came in the trenches of business services giants like Cintas and Verizon. There, he learned the art of active listening and exceeding client expectations, setting the stage for his role on the Dobyns McMillin Wealth Team. 

Life outside the office isn’t spent crunching numbers, though. Garrett is the life of the outdoor party, playing pickup soccer, basketball, and even canoeing. His fun-loving spirit, and passion for people, stories, and humor is evident in his affinity for movies, TV shows, and stand up comedy. Don’t mistake his love for a good movie marathon for lack of drive. Garrett is laser-focused on conquering the CFP® exam, proving that his fun-loving spirit is fueled by a serious drive to help people.

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Nicole Holguin

Client Service Specialist, SageSpring 
615-861-8870 

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Nicole Holguin  

Client Service Specialist, SageSpring 

Warm and friendly, Nicole makes everyone feel like a long-lost friend. It’s not just about onboarding and money transfers for Nicole, it’s about building trust, celebrating milestones (new grandbabies? Trip to Tahiti? Spill the tea!), and uncomplicating complexities. 

Nicole loves being able to take things off your plate. “Making a big request feel small” is her work motto, which is why she excels as Client Service Specialist for the Dobyns McMillin Wealth Team. Behind her 15 years of banking experience lies a heart fueled by camaraderie, catch-up conversations, and extravagant generosity. Building relationships is her forte. From the personal touches to just checking in, she goes beyond financial transactions, becoming a friend in the process. 

Witnessing the team’s growth since joining the team in 2018 is a source of immense pride for Nicole, but more than anything, she values working with a team that is solely committed to client success. 

Hailing from the Lone Star State, Nicole’s love for sports began on the basketball court, a passion she now shares with her daughter, the rising star of the family. From March Madness to college basketball, the duo enjoys cheering on their favorite teams, especially Belmont women’s basketball. When she’s not cheering on a basketball team, you may find her watching college football or perfecting the art of Texas smoked brisket with her husband. 

Others on the team recognize Nicole’s prowess as eager to help, adept at recognizing the nuances of clients’ lives, and a maestro at celebrating their milestones. Whether she’s orchestrating account maintenance, overseeing administrative tasks, or sharing a listening ear on the phone, Nicole is the heart of the team, making day-to-day transactions a seamless affair. 

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Dean Shahan

CFP®

Financial Planner, SageSpring 
615-861- 2908

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Dean Shahan 

Financial Planner, SageSpring 

While his childhood dream may have been to be a cop, it turns out Dean Shahan’s passion for people and following a set of rules and guidelines took a different, but equally impactful route. It was studying finance at the University of Tennessee that truly illuminated his path to making a difference in people’s lives using his process-oriented mind.

He might cheer for the Vols (with a nod to his Buckeye roots, thanks to Dad and Grandpa), but in the financial arena, Dean champions your goals. He thrives on working with a diverse group, from young professionals juggling life’s demands to those seeking guidance after life’s curveballs. Whether you’re building a budget and establishing retirement accounts or navigating post-divorce finances, Dean walks alongside you helping break down complex concepts and strategies into clear ideas and actionable steps. He takes pride in going above and beyond to care for clients, anticipating needs, remembering the little things, and showing up ready to help before they can ask.

Along with his Certified Financial Planner (CFP®) designation, Dean brings five years of financial planning experience to the team and enjoys working for the Dobyns McMillin Wealth Team for its fast-paced environment. Every day brings something new, and Dean loves the unexpected challenges, seamlessly pivoting from crafting sophisticated investment strategies to providing meticulous, thorough client relationship support. His role not only allows him to help people but also nurtures leadership responsibilities, maturing him at a young age under the trust of Drew and Jeff.

Don’t be fooled by the youthful face; Dean’s a sage soul in a modern suit. His friends call him an “old-soul” for his wisdom and maturity. Born and raised in Nashville, Dean enjoys showing off his vibrant stomping grounds to his wife, Dalton, an Alabama-native. When they’re not exploring the city, they’re probably at home playing with their Labradoodle, Scarlet, and Sheepadoodle, Birdie, as well as preparing their home for the arrival of their first child, a baby girl expected in March of 2024.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 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. 

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Mandy Brooke

CFP®, CLU, CHFC

Director of Client Operations, SageSpring 
615-861-6127 

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Mandy Brooke  

Director of Client Operations, SageSpring

Building a life of wealth involves meticulous planning and a whole lot of behind-the-scenes work, and that’s where Mandy comes in. She’s the guardian angel behind your financial plans, the quiet force ensuring every screw is tightened and every i dotted. 

Don’t be fooled by her quiet efficiency – this honors graduate (Maryville College, Business & Organizational Management with a minor in Accounting) holds a host of credentials: CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and a stack of licenses so comprehensive, they practically deserve their own hall of fame wall in our office. She holds Series 6, 7, 63, life, accident, health, and annuity insurance licenses.

But qualifications are just formalities without heart. When she isn’t crunching numbers, or finding tax loopholes, she’s also the one who will pick up the phone and walk through every little step with you, making the complex feel as smooth as the sound of a well-orchestrated symphony. Mandy runs on client satisfaction, striving to exceed expectations, while prioritizing timeliness and thorough communication. That passion for client service is what Mandy loves most about this team. She says that everyone shares the same tenacity for taking care of clients, anticipating needs, and doing everything with a smile, which makes work more meaningful.  

Mandy’s not just about numbers; she’s about experiences, especially those that involve her son, Carson. When she’s not strategizing for your financial future, you’ll find her exploring new places (Greece is next!), immersing herself in cultures, and collecting memories, not things. That passion for living translates into her work – every plan she crafts is tailored to your unique dreams. 

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, 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.

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Drew McMillin

CFP®, EA, AEP®

Partner, SageSpring | Wealth Partners Professional, RJFS 
615-861-6106

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Drew McMillin 

Partner, SageSpring Wealth Partners | Financial Professional, RJFS 

Known for both his meticulous attention to detail and his genuine care for people, Drew McMillin is the strategic mastermind and dynamic leader of the Dobyns-McMillin Wealth team, alongside Jeff Dobyns. 

Drew’s journey to financial planning began with a bachelor’s degree in finance with a concentration in accounting from the University of Tennessee Knoxville. A lifelong learner, Drew quickly traded his college textbooks in for even more reading, and achieved his CERTIFIED FINANCIAL PLANNERTM certification designation in his early 20s. Drew also earned the prestigious Accredited Estate Planner (AEP®) designation through the National Association of Estate Planners & Councils to guide families through the complexities of the estate and legacy planning processes. Additionally, Drew became an Enrolled Agent (EA) through the IRS to better understand and advise on tax strategy. Drew’s expertise across comprehensive wealth management, charitable giving and tax strategies, and advanced estate planning differentiates him from the mainstream of financial advisors and enables him to serve clients with the utmost excellence.

But beyond the credentials, Drew’s heart is as big as his analytical mind is sharp. When he’s not walking clients through financial plans or providing you with wise insights, you’ll probably find him coaching his kids’ sports teams, being grill master, or getting reps in at Crossfit with his wife. He’s the first to lend a hand when he sees where he can add value, whether it’s supporting young leaders in the community through Young Life, or serving at his church, Southpointe Community Church in Nolensville. 

An idealist, always striving to do things right, better, and more efficiently, Drew is a sponge for knowledge. Early mornings when it’s still quiet, he carves out time to learn, be it philosophy texts, Scripture, or faith-based writings – always seeking new perspectives to be challenged. Drew not only invests in his own growth, he champions others on their individual paths. To the team, he is a mentor, a visionary, a trustworthy leader, and a wealth of knowledge. And his genius may just translate to a room filled with laughter if you’re lucky enough to catch one of his clever, witty comments. 

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, 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.

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Connor Jeffries

CFP®

Wealth Advisor, SageSpring | Financial Professional, RJFS 
615-861‐6112

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Connor Jeffries

Wealth Advisor, SageSpring | Financial Professional, RJFS 

Nashville-native Connor Jeffries is passionate about helping individuals and families build brighter futures. As a Wealth Advisor, he brings both a keen financial mind and a passion for people to the Dobyns McMillin Wealth Team. He believes that his success is found in taking time to listen – to dreams, concerns, aspirations, and goals. He builds financial strategies that reflect your values and goals.

At the Dobyns McMillin Wealth Team, everyone shares a commitment to making a positive difference, it’s not just about numbers, and this is what Connor values most about working here. He is a team player with a generous heart. He collaborates with advisors and planners, ensuring every client receives the best service.

Connor’s professional journey began at the University of Tennessee where he graduated with top honors in Finance and Marketing. In addition to being a CERTIFIED FINANCIAL PLANNER TM certification he holds Series 7, 66, life, accident, health, and annuity insurance licenses. Connor believes in putting people first, inside and outside of the office. Whether it’s a playful game of basketball or soccer with his nieces and nephews (he takes a lot of pride in being the “fun uncle”), or serving at his local church, Connor thrives on staying active and building meaningful relationships. 

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.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

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.