Chase Keen Wealth Team

Planning with a Purpose

The Chase Keen Wealth Team specializes in personalized comprehensive financial planning, conducting a thorough review of your current situation and creating a plan to help you maximize your potential today and in the future. By guiding you through this process, we will develop a plan and relationship you can trust and have confidence in.

About Us

Our goal is to provide clients with financial confidence. We believe that everyone has unique circumstances, goals, and priorities, and we want to make sure we create a plan you feel confident in. 

It is vitally important to have a relationship with your advisor based on trust. We build relationships by getting to know our clients, allowing them to know us, and developing a comprehensive financial plan with sound and objective advice.

By taking this approach, our clients feel at ease knowing they have not only defined their goals but have a plan to reach them.

Meet Our Team

Learn more about each of the dedicated members of the Chase Keen Wealth Team.

Chase Keen
Chase Keen

CFP®

Financial Advisor, SageSpring 

615.861.3509

Karen Mason
Karen Mason

Client Service Associate, SageSpring 

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Cole Warren

Financial Associate, SageSpring | Financial Professional, RJFS

615.861.6137

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The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred to in this material.  Any opinions are those of the speakers and not necessarily those of Raymond James. This material is being provided for educational/information purposes only and is not a complete description of the securities, markets, or developments referred to, is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond James is not affiliated with nor sponsors or endorses the services of Zander Insurance. These policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company. SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

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

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

Phone Number 
615.861.3509

Recent Insights

866.712.1657
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Cole Warren

Financial Associate, SageSpring | Branch Associate, RJFS
615-861-6137

Cole Warren

Financial Associate, SageSpring | Branch Associate, RJFS

Serving the Chase Keen Wealth Team as Financial Associate, Cole brings a unique blend of financial acumen and collaborative spirit to crafting comprehensive financial plans for clients. A native Nashvillian and Lipscomb University graduate with a degree in Finance, Cole’s passion for teaching and helping others achieve their goals fueled his desire to pursue a career in financial planning. 

Prior to joining SageSpring, Cole honed his leadership and communication skills as a high school football coach. This experience instilled in him a deep understanding of teamwork, goal setting, and the importance of tailoring strategies to individual needs and circumstances. He now applies these skills to guide clients through the complexities of financial planning, ensuring their financial goals are not just aspirations but achievable realities, backed by a strong plan.

When he’s not supporting Chase Keen in designing financial plans, Cole finds balance through exercise and spending time outside hunting or fishing. Regularly spending quality time with friends and family is a priority for Cole and further completes his life.

Karen Mason
Karen Mason

Client Service Associate, SageSpring 

615.861.6100 

Karen Mason

Client Service Associate, SageSpring

With a diverse and eclectic background in customer service, Karen Mason has dedicated her life to helping others in several capacities. Her people-first mentality is a perfect fit for the SageSpring Wealth Partners team, and Karen’s friends in the community knew it was the place for her. After being introduced to our firm by those friends, and hearing about our outstanding reputation, Karen found a place where she was excited to spend her career.

Karen enjoys working in a welcoming, service-oriented environment that is very supportive of everyone. As a customer service associate, she is responsible for supporting her financial advisors on the Keen Wealth Team to help them provide the best guidance and recommendations to all clients in pursuit of their financial goals.

When Karen isn’t in the office, she loves anything that involves food and travel.

Chase Keen
Chase Keen

CFP®

Financial Advisor, SageSpring

615.861.3509

Chase Keen

Financial Advisor, SageSpring 

Right before high school graduation, Chase’s family was hit with the unexpected loss of his dad. That day shook what they thought would lie ahead, and they had to develop a plan to make sure they were okay. God took care of them, but there were plenty of challenges.

During the following months, a challenge his family faced was searching for financial guidance, because they had never worked with a financial advisor before. Eventually, they connected with one, but it took time, energy, and several interviews before finding one they trusted.

After earning his business degree from the University of Tennessee, Chase joined Dave Ramsey’s team, coaching and advising financial advisors. There, he developed a foundation of financial principles and philosophies that he still believes in today. After several years with Ramsey Solutions, Chase had a desire to become a financial advisor.

Now, Chase is honored to be in a position that allows him to be the trusted advisor his family was looking for—and for others. He has the personal experience to understand the emotions that can come from unexpected circumstances. This experience allows him to walk with you and guide you through the financial planning process with a unique perspective.

As a CERTIFIED FINANCIAL PLANNER  practitioner, Chase has the education and experience to develop and implement a comprehensive financial plan to help you meet your goals. His goal is to partner with you and develop a lasting relationship built on trust, while executing a plan to help you create a legacy.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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.