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Hart Wealth Team
Hart Wealth Team

Honest Advice for Every Client

Our team works with clients in all stages of their lives. Whether you are just starting to save or you are now reaping the rewards of years of savings, we can help you navigate all stages of your financial journey. Regardless of your age, income, and goals, we want to help you enact a strong, long-term plan in order to achieve financial independence.

About Us

At our core, we’re focused on serving and educating clients so they can make the best financial decisions possible. Through ongoing guidance and prudent financial planning, our clients have confidence in the outcome of their retirement even as their life and career continually evolve. This is evidenced by the numerous referrals from existing clients over the years to the Hart Wealth Team.

Our clients highly value the objective and impartial advice they receive as a result of our independence from any particular investment or insurance product. With over 30 years of industry experience, the Hart Wealth Team knows there is no “one-size-fits-all” when it comes to financial planning, as every individual and family is truly unique and requires an intimate approach.

We look forward to earning your trust and confidence.

Meet Our Team

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

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Brian Hart

CFP®

Executive Vice President

972-987-1180

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Jordan McFarland

CFP®

Financial Advisor


972-987-1176

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Melanie Hunt

Client Service Assistant


972-987-1174

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Shakhanah Sallee

Director of Client Experience, Hart Wealth Team


972-987-1635

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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

Street Address
2601 Network Blvd., Suite 101
Frisco, TX 75034

Phone Number
972-987-1180

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Stephen Hogue

Mentee, SageSpring | Branch Professional, RJFS
972-987-1179

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Stephen Hogue

Mentee, SageSpring | Branch Professional, RJFS

Stephen demonstrates a strong worth ethic and is committed to delivering excellent customer service. In his current role, Stephen focuses on learning the responsibilities of a financial planner and demonstrating professionalism by supporting the Hart Wealth Team’s client operations. In order to ensure all client matters are handled in a timely and professional manner, Stephen is committed to improving the efficiency and excellency of the Hart Wealth Team’s daily operations. 

Stephen’s entrepreneurial spirit sparked at the young age of 13 when he started a puppy cleaning service with his brother. Hogue accredits both his work ethic and passion for providing unparalleled customer experiences to the time he spent creating value for customers under different business ventures in his earlier years. Stephen has gained invaluable experience serving across industries from lawn care service, to food service, and automotive. Prior to joining SageSpring, he dedicated 7 years to refining his customer service skills in the high-end automotive industry at Cadillac and Mercedes-Benz of Plano. 

When he is not serving the Hart Wealth Team and their clients, Stephen enjoys spending quality time with friends and family, engaging in friendly board game competitions, organizing movie nights, or attending car shows. Prioritizing his physical well-being, Stephen also finds value in spending time working out at the local rec center.  

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Melanie Hunt

Client Service Assistant


972-987-1174 

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Melanie Hunt 

Client Service Assistant

Melanie is the Client Service Associate to Brian Hart and is responsible for providing outstanding service to the team’s valued clients, acting as a key resource for all client inquiries and ensuring follow-up actions are completed in a timely manner.

Melanie joined the Hart Wealth Team at SageSpring Wealth Partners in 2022 after spending time at home to raise her family.

Outside of the office, Melanie devotes her time to her two sons, Landon, 10, and Jamison, 8, as well as her two dogs, Bailey, and Zoe. She enjoys being outside as much as possible and watching her boys play sports. 

Jordan McFarland

CFP®

Financial Advisor

972-987-1176

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Jordan McFarland 

Financial Advisor

Jordan is passionate about delivering to every family he works with a clear and consistent financial plan tailored to their future goals and needs.

Jordan began his career as a financial advisor right out of college. After spending a few years at a firm in Dallas, he transitioned to managing client portfolios and designing financial plans for professional athletes, business owners, and retirees in the Dallas area and nationwide.

One of his greatest takeaways during his time in the financial planning industry has been that, whether it’s the first-overall pick of the NFL draft or a family who just had their first child, people seek financial guidance not to jump into the technical details of portfolios or become experts, but to ensure their hard work is invested in the right areas, ensuring a better future.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jordan partners with his clients to help them achieve their goals. This includes detailed tax planning, insurance planning, estate planning, investment management, and much more. His goal is to identify any potential threats to a long-term plan and take steps to eliminate those threats, allowing his clients to reach their financial goals and experience freedom.

Outside of the office, you can find Jordan spending time with his wife and best friend, Corinne, and their two Vizsla dogs. 

Jordan attended the University of Arkansas, where he was on the baseball team and was drafted in 2016 by the Washington Nationals. He enjoys studying history and theology, traveling with his wife, and is involved in his local church.

**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 the CFP Board’s initial and ongoing certification requirements. 

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Brian Hart

CFP®

Executive Vice President
972-987-1180 

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Brian Hart 

Executive Vice President

Brian is dedicated to providing each of his clients with a comprehensive and personalized plan to help reach their financial goals. Brian’s extensive knowledge and expertise has helped countless clients make the vision of their future a reality by helping them achieve financial freedom.

Brian started his career in the 90’s by working for a large bank to help pay for college. During this time, he learned the meaning of serving clients well. He quickly moved up the ranks and was managing client relationships rather early in his career. As a relationship manager for high net worth clients, Brian saw firsthand how people react to many financial situations out of emotion. This is common but often significantly hurts clients by not following a well-designed plan that accounts for these situations. It was then that he decided he wanted to confidently help clients answer the questions we ask ourselves. Questions like “am I on track to achieve my goals” or “do I have enough to last the rest of my life”.

Brian knew he wanted to work with SageSpring after meeting the leadership team and many future teammates in all different seasons of their career. Brian came on board in 2013 knowing the strength SageSpring offers in their commitment to a strong Christian culture and great team atmosphere that is unmatched. As a CERTIFIED FINANCIAL PLANNER ™ practitioner, Brian partners with his clients to simply help them achieve their goals. This includes detailed tax planning, insurance planning, estate planning as well as investment management and so much more. His goal is to identify any potential threat to a long-term plan and take steps to eliminate that threat which allows his clients to reach their financial goals and experience freedom.

When outside of the office you can find Brian spending time with his wife and best friend, Ali, three daughters and grandmother who lives with them. He jokes that he is surrounded by women and never gets the TV remote. Each one of these relationships has continued to shape him and make him a better advisor/person. Brian is active in his Church serving on Sundays, leading a home group, leading a men’s group and participating in a business group. With three young daughters there isn’t a lot of free time but he wouldn’t have it any other way.

**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 the CFP Board’s initial and ongoing certification requirements. 

SageSpring is aware of and addressing fraudulent WhatsApp accounts attempting to contact individuals with investment advice. Click here for more information.

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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.