SageSpring Wealth Partners

05/22/2026

At SageSpring, we believe the strongest firms are built through partnership, leadership development, and loyalty.

That's why we're proud to celebrate five advisors who have recently become partners within their wealth teams:

• Elliot Gild, CFP®, CEPA® – Tunstall Gild Wealth Team
• Kerry Oakley – Nail Wealth Team
• Nickolas Parker, CFP® – Biggs Parker Wealth Team
• Laurie Snively, CFP® – Peterman Snively Wealth Team
• Jackson Wilcox CPA, CFP® – Deering Wealth Team

Each of these advisors has earned the trust of clients, teammates, and colleagues through years of commitment, leadership, and service. Their new partnership roles reflect not only individual achievement, but a shared commitment to the future of their teams and the individuals and families they serve.

Please join us in congratulating Elliot, Kerry, Nick, Laurie, and Jackson on this exciting milestone!

SageSpring Wealth Partners is proud to announce several new advisor team partnerships across the firm, reflecting the continued growth of these wealth practices and the expanding role each advisor plays within their team. The following advisors have formally entered into partnership within their res...

04/28/2026

Big news from Franklin: we’ve officially moved into a new office, just across the street from our previous location.

This new space reflects the continued growth of our team and gives us more room to serve our clients with care, clarity, and intention.

We’re looking forward to what this next chapter holds, and to welcoming you into the new space soon!

-

Our new address: 701 Cool Springs Boulevard, Suite 500 | Franklin, TN 37067

04/08/2026

A proud moment for SageSpring!

We’re excited to recognize twelve advisors named to the 2026 Forbes Best-in-State Wealth Advisors list—an exceptional group who continue to show up with care, discipline, and a commitment to doing meaningful work.

Please join us in congratulating them on this well-earned recognition!

Matt Atchison | Brad Barnes, CFP® | Mark Deering | Jeff Dobyns | Sircy-Hurd Wealth Team at SageSpring Wealth Partners | Brandon Kew, CFP® | John Nail | Peterman Snively Wealth Team | Purifoy Wealth Team | Jesse A. Scroggins | Will Scroggins | Cash Tunstall, CFP®

View the full list here: https://www.forbes.com/lists/best-in-state-wealth-advisors/

The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. The rankings are based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Out of 52,043 nominations received, 11,302 advisors made the list. Data as of 6/30/25, and the list was published April 2026. This ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Past performance is not an indication of future results. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. SageSpring Wealth Partners is not affiliated with Forbes or SHOOK Research.

03/26/2026

Reflecting on a wonderful Men of Valor Ministry Annual Breakfast this morning—our team had the opportunity to hear from opening speaker, TN Governor Bill Lee, celebrate the program’s impact, listen to remarks from our very own Founder/President & MOV Board Chairman Jeff Dobyns and enjoy a surprise performance by Jelly Roll.

In a state where roughly 3 in 10 individuals return to prison within three years, programs like Men of Valor are quietly changing that story—seeing recidivism rates drop to around 10–15% for the men who fully engage.

As Jeff shared in closing:

“A young boy and his dad are checking out at the hardware store. And the son asks to buy one of the flashlights on sale by the counter. When his dad says, “Sure,” the boy immediately turns the light on, but his father could see his son’s disappointment.

He said, “Son, that flashlight's not broken. It's just light in here. Flashlights are made for the dark.”

The son replied with great enthusiasm: “Well then, Daddy, let's go find some darkness.””

03/24/2026

SageSpring is growing and we’re searching for individuals who lead with purpose.

We believe true success comes from integrity, collaboration, and a genuine desire to help others thrive. If you’re driven by community, mentorship, and meaningful growth, you’ll find a home here.

Join a team where your work makes a difference for clients, colleagues, and communities alike.
https://sagespring.com/careers

03/16/2026

We’re proud to celebrate our very own Head of Operations, Keri Vetere, for being featured as a Dynasty Financial Partners Trailblazer and Woman in Leadership by Investor Magazine.

In the interview, Keri shared that being a trailblazer means “creating your own path when there isn’t a clear roadmap, and helping light the way for others who follow.”

Her leadership, curiosity, and commitment to improving the way we serve clients continue to make a meaningful impact across our firm. We’re grateful for the energy and perspective she brings to our team every day!

Read the full conversation here:

In a few words, what does being a “Trailblazer” mean to you, and how did your path into wealth management begin? To me, being a trailblazer means creating your own path when there isn’t a clear roadmap, and then helping light the way for others who follow. Before entering wealth management, I ...

03/11/2026

Last week, our San Antonio team had the opportunity to visit Ramsey Solutions headquarters — enjoying a campus tour, sitting in on a live show, and even snapping a quick photo with Dave Ramsey!

03/09/2026

Grateful for an incredible time together at our annual incentive trip!

Congratulations to the teams who qualified — this trip is a reflection of your hard work, growth, and the way you faithfully serve your clients. We’re proud of the businesses you’re building and the leadership you continue to demonstrate.

Throughout the week, we had dedicated time to connect as a team, host an advisor meeting, and learn from a few of our own who shared what’s been working in their practices. Feeling thankful for the time together and excited to carry this momentum into the year ahead!

03/04/2026

Please join us in congratulating our newest Phase 3 advisors! Rob Hamer, Chase Keen, CFP®, Steve Lange, Jason Plunkett, CFP®, and Jordan Wedell, CFP® — This achievement is a testament to your growth, leadership, and the impact you’re making every day. We can’t wait to see what this next chapter holds!

02/25/2026

2026 is more than a new calendar year, it’s an opportunity to build something that truly lasts.

We’re hiring professionals who lead with heart, value collaboration, and want to make a meaningful difference in the lives of others.

This role may be right for you if you:
• Believe in purpose-driven work
• Find fulfillment in guiding clients through life’s transitions
• Value mentorship, integrity, and long-term relationships
• Want a career aligned with what matters most

We go beyond managing wealth. We take ownership of our clients’ financial lives and steward legacies that span generations.

👉 Explore open roles and join us: https://www.sagespring.com/careers/

02/13/2026

This Valentine’s Day, show your family love in a way that lasts.

A thoughtful estate plan is more than just paperwork - it’s a gift of clarity, care, and security for the people you love most. ❤️

Taking time to plan today can help protect your family, preserve your values, and provide peace of mind for the future.

👉 Take the first step toward legacy planning: https://www.sagespring.com/services/