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Barnes Wealth Team

Guiding Passionate, Humble People to Grow Their Wealth and Their Impact

We believe that financially healthy people change the world. Money doesn’t have to be complicated and our goal is to help you see that, despite times of volatility. Markets are unpredictable, but that shouldn’t matter with skilled wealth advisors walking beside you on your financial journey. Our mission is simple: embolden, equip and encourage our clients to live fully into who they were made to be while impacting their communities for future generations.

About Us

We specialize in holistic, comprehensive financial planning. We listen first to see where you are, including but not limited to retirement. investments, savings, tax returns, estate planning, debt. and future planning. We then use our knowledge to further instill your plan and suggest strategies to keep your wealth in good health for the long term.

We are on your time and we walk alongside you in a clear and direct way to ensure you understand each and every financial decision. We care deeply for you, as well as for our work and will do whatever it takes to keep you confidently on track for future years to come. After all this is your plan, not ours.

Meet Our Team

Learn more about each of the dedicated members of the Barnes Wealth Team.

 
brad
Brad Barnes

CFP®

Senior Executive Vice President

615-432-4434

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jim grenn
Jim Grenn

CFP®

Wealth Advisor

615-432-4439

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rachel click
Rachel Click

Executive Assistant to Brad Barnes, CFP®

615-432-4435

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marypat
MaryPat Gilmer

CFP®

Wealth Advisor

615-432-4449

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isaac lindell
Isaac Lindell

Wealth Advisor

615-432-4445

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ashley patterson
Ashley Patterson

Client Services Associate

615-432-4442

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James Ridley

CFP®

Financial Advisor

615-861-6132

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What Our Clients Say About Us

"You are careful about who you bring on to your team and they are definitely the right people. You give us confidence. This is a powerful and rare gift in today’s world. Continue to train your team and your children by the examples you set and by sharing your faith in God. This will ensure the next generations know how to live their lives and teach others as well.

We are proud to call you friend."
Cindy B.
The statement is a testimonial from a current client of the advisor as of 10/17/23 and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisors advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
"I've recently transitioned from state government to the private sector. My role is client-facing and already I can tell which of my clients are going to follow the Pareto principle in taking up most of my time. But then I ask myself, "How does the Brad Barnes Team treat Cale and me?" And the answer is, with the utmost responsiveness and professionalism. Thanks for being a model to strive for in client service. We appreciate all that you do!"
Meredith M.
The statement is a testimonial from a current client of the advisor as of 10/17/23 and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisors advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.

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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Our Location

12 Cadillac Drive, Suite 100
Brentwood,
TN 37027

615-432-4434

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866.712.1657
ashley patterson
Ashley Patterson

Client Services Associate
615-432-4442

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Ashley Patterson

Client Services Associate

Ashley is an essential member of the Barnes Wealth team, as she has a passion for building relationships and helping people. Her responsibilities include assisting clients with account maintenance, money movements, and any other operational requirements that may arise. Ashley is enthusiastic about working with clients and getting to know them personally.

Prior to joining the Barnes Team at SageSpring, Ashley worked in athletics at Clemson University in a customer relations position. She graduated from Clemson University in 2020 with a degree in Sports Communication and in 2022 with a master’s degree in athletic leadership.

Ashley is originally from Marietta, GA, but recently moved to Nashville with her husband, Kane, in May of 2023. She enjoys nothing more than spending time with her family, traveling, and watching football. Since moving to Nashville, Ashley enjoys eating at all the amazing restaurants, shopping, and spending time at Tims-Ford Lake with family.

isaac lindell
Isaac Lindell

CFP®

Wealth Advisor
615.432.4445

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Isaac Lindell

Wealth Advisor

Isaac brings a wealth of financial expertise to the Barnes Wealth Team as a dedicated Wealth Advisor. His role within the team encompasses a range of responsibilities, including facilitating client meetings, providing ongoing support to clients, and guiding them through the implementation of their financial plans. Isaac’s passion lies in fostering strong client relationships, and he thrives on the opportunity to build new connections with prospective clients.

Isaac’s journey into the world of finance began at Purdue University, where he earned his bachelor’s degree in finance from the esteemed Daniels School of Business. During his time at Purdue, Isaac met his now-wife, Rebecca, with whom he shares a heartwarming story of high school sweethearts turned lifelong partners. Their journey together led them to tie the knot in June 2023, marking a milestone moment following their graduation.

Outside of his professional endeavors, Isaac is a true enthusiast of college basketball, finding joy in following the sport’s thrilling matchups and rivalries. Hailing from Indianapolis, IN, he proudly cheers on the Indianapolis Colts, showing unwavering support for his hometown team. But Isaac’s interests extend far beyond the realm of sports. An avid hobbyist, he finds joy in building model cars, diving into a good book, or embarking on adventures in Nashville, soaking in all the city has to offer.

marypat
MaryPat Gilmer

CFP®

Wealth Advisor
615-432-4449

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MaryPat Gilmer

Wealth Advisor

MaryPat is a valuable asset to the Barnes Wealth Team. She assists clients with their planning and investments, addressing any day-to-day requests they might have. Additionally, MaryPat helps create and implement financial plans for individuals and families. She also maintains the team’s detailed databases to ensure that important information is always top of mind and everyone is on the same page with clients. 

MaryPat and her husband Alec have a daughter named Eloise and two chocolate labs. When she’s not working, MaryPat enjoys traveling to the lake or the beach with her family and friends. They also like attending festivals and events that take place in Downtown Franklin or Leipers Fork. MaryPat holds a Master’s degree in Family Financial Planning and Counseling from the University of Alabama and is an avid Alabama fan.

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Rachel Click

Executive Assistant to Brad Barnes, CFP® Assistant, RJFS
615-432-4435

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Rachel Click 

Executive Assistant to Brad Barnes, CFP®

Rachel plays an important role in the Barnes Wealth Team, managing Brad’s company duties as Executive Vice President and Partner of SageSpring, as well as scheduling all team and client meetings and events. Since joining the team in 2012, she has gained broad experience in all areas of client operations. Rachel has a passion for helping others and enjoys building personal relationships with her clients while assisting them with their financial needs.

Originally from South Georgia, Rachel has a deep connection to her Southern roots and describes herself as an old soul. She holds a bachelor’s degree in early childhood education from Georgia Southern University, but she is grateful paths led her to SageSpring. Rachel strives to serve the Lord in all aspects of her life, both at work and in her free time. She enjoys spending time outdoors, visiting with loved ones, trying new recipes, and traveling and exploring new places with her husband Cody.

jim grenn
Jim Grenn

CFP®

Wealth Advisor
615-432-4439

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Jim Grenn 

Wealth Advisor

Jim is a dedicated wealth advisor at the Barnes Wealth Team. His role encompasses meeting and communicating with current and prospective clients, crafting and reviewing their financial plans, and leading the team to develop systems that enhance the client experience.

Originally from Hattiesburg, MS, Jim’s career journey began with a degree in Biochemistry. After spending the first four years of his career in financial planning there, he transitioned to Nashville, where he continues to excel in his field.  

Married to his wife Madeline, Jim and his family are active members of The Axis Church in Nashville, where they find community and spiritual fulfillment. Beyond his professional commitments, Jim has a creative side, enjoying writing poetry and short stories. He finds relaxation and satisfaction in gardening, fishing, and attending live music events.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

brad
Brad Barnes

CFP®

Senior Executive Vice President
615-432-4434

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Brad Barnes 

Senior Executive Vice President

Brad Barnes is a CERTIFIED FINANCIAL PLANNER™ practitioner at SageSpring Wealth Partners.

His specialty is providing sound investment strategies designed to build wealth through comprehensive financial planning. Some of those comprehensive planning services include retirement, estate and tax planning with an emphasis in excellent customer service.

Brad is originally from Knoxville, TN. Brad graduated Summa Cum Laude from the University of Tennessee in May 2006 where he obtained a degree of Business Administration in Finance and Accounting. After graduation, Brad spent two years serving with a college ministry, Reformed University Ministries, on campus at Wake Forest University in Winston Salem, NC. Brad also previously worked for the Southwestern Company the summer of 2005 in an internship capacity.

Brad enjoys residing in Nashville, TN where he spends much of his time attending local music events and playing golf, as well as spending time with family and friends. He is active in his local church, Midtown Fellowship Church, that meets in downtown Nashville.

James Ridley

CFP®

Financial Advisor

James Ridley

Financial Advisor

James Ridley is originally from Henderson, Kentucky. He attended Belmont University, where he graduated with a business degree in Entrepreneurship. After some successful years as a real estate investor, James decided to pursue his passion for helping families understand their financial situation and assist them in reaching their goals.

As a CERTIFIED FINANCIAL PLANNER™, James works hand in hand with clients to create, implement, and maintain plans for those seeking financial freedom. James has a desire to serve others and is excited for the opportunity to learn more about clients’ lives and what is important to them.

Outside of work, James enjoys volunteering with Young Life and spending time outdoors – where he can often be found playing soccer, hiking, or going rock climbing.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Travis Curatolo

Financial Associate

615.861.6134

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Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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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.