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Jesse Scroggins Wealth Team
Jesse Scroggins Wealth Team

Helping You Live a Great Story

While the Jesse Scroggins Wealth Team is driven by results, our main goal is to help you live a great story. We spend our time making sure that our clients’ financial worries are alleviated and dreams are fulfilled. Our team will take you step-by-step through a process to ensure you have a clear plan and the right investments to fit your plan. Working with our team starts with a simple conversation.

About Us

We meet with people like you every day. There is no prerequisite to meeting with us. All it takes is a conversation with you. Our desire is to get to know more about you, your dreams, fears, and everything in between. This enables our team to create a financial plan that provides security and excitement for you and your family’s future. Overall, we are dedicated to adding convenience and simplicity to your life, so you can focus on what is significant to you. Stay up to date with the Jesse Scroggins Wealth Team by viewing our latest newsletter.

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Meet Our Team

Learn more about each of the dedicated members of the Jesse Scroggins Wealth Team.

Jesse Scroggins
Jesse Scroggins

AAMS®

Executive Vice President, SageSpring | Financial Advisor, RJFS 

205-730-0055

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Jessica Landry
Jessica Landry

Executive Assistant, SageSpring

205-730-0054

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Holden Gully
Holden Gully

CFP®

Lead Advisor, SageSpring  

205-730-0043

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Riley Nelsen
Riley Nelsen

CFP®

Certified Financial Planner™ Practitioner, SageSpring 

205-730-0040

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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
600 University Park Place, Suite 350 Homewood, AL 35209

Phone Number
205-730-0055

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Disclosure Information

© 2023 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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© 2023 |  Associated with Raymond James

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615.861.6100
Riley Nelsen
Riley Nelsen

CFP®

Certified Financial Planner™ Practitioner, SageSpring 
205-730-0040

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Riley Nelsen 

Certified Financial Planner™ Practitioner, SageSpring

Born and raised in Orlando, Florida, Riley Nelsen found himself in Birmingham, Alabama, when he attended Samford University, majoring in finance. Knowing he wanted to become a financial planner, Riley came to SageSpring Wealth Partners for a college internship. He knew instantly upon starting his internship that this was the company where he wanted to spend the rest of his career.

Riley specializes in creating a personal planning experience for each client, with an emphasis on comprehensive financial planning, tax and estate planning, and excellent customer service. He is first and foremost committed to putting his clients first and serving them diligently.

When he’s not working with clients, Riley can be found spending his time with his wife, Gigi Nelsen, and their friends. He also enjoys spending time outdoors from fishing to playing golf.

Holden Gully
Holden Gully

CFP®

Lead Advisor, SageSpring 
205-730-0043

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Holden Gully 

Lead Advisor, SageSpring

Holden Gully is a CERTIFIED FINANCIAL PLANNER™ practitioner at SageSpring Wealth Partners.

Holden is originally from Birmingham, AL. He graduated from the University of Alabama where he obtained a degree of Business Administration in Marketing and Management. Holden began his career with SageSpring in an internship capacity during college. After graduation, Holden moved to Nashville, TN to work alongside a team at the company headquarters.

After several years in Nashville, Holden moved back to his hometown of Birmingham. He now works as a Lead Advisor on the Scroggins Wealth Team.

Holden and his wife, Sellers, live in the Homewood area with their dog Bentley.

Jessica Landry
Jessica Landry

Executive Assistant, SageSpring 
205-730-0054

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Jessica Landry 

Executive Assistant, SageSpring 

A nurse by trade, a career military wife, and a mother of 2, service is the best way that describes Jessica. Helping others is the fuel that drives Jessica to excellence in all that she touches.

Jessica is originally from Louisiana but left to follow their dreams of her husband becoming a military officer in the US Air Force. While transferring from one assignment to another, Jessica built her organizational skills by volunteering extensively for any opportunity available. After 25 years of service and her two children were adults and on their own, she decided to enter the finance world due to her passion for budgeting and investing.

Jessica and her husband Brian of 34 years have settled in Birmingham, Alabama. They have two sons with the oldest serving as a pilot in the US Air Force, and the youngest pursuing his doctorate in Nurse Anesthetist at UAB. Jessica enjoys hiking, serving veterans in need, traveling, golfing and Face Timing with her grandchildren Evan, Anna & Weston.

Jesse Scroggins
Jesse Scroggins

AAMS®, CFP®

Executive Vice President, SageSpring | Financial Advisor, RJFS 
205-730-0055

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Jesse Scroggins 

Executive Vice President, SageSpring | Financial Advisor, RJFS

I remember when as a young boy I first noticed a real estate sign in my neighborhood. I hopped off my bike and grabbed one of the flyers. As I glanced at the price ($300,000), I was perplexed that anyone would have that much money. I turned toward home to ask my mom and dad that question.

Seeing my interest, my dad made an appointment for us to meet with our financial advisor. I listened intently as my parents talked with him about money and about our financial plan for the future. A desire to learn more about finances began and I knew it was going to be a part of my future.

I grew up in Tuscaloosa, Alabama, am the youngest of five children and a graduate from the University of Alabama. My father was a pastor and also a licensed professional counselor. As I was growing up, he taught me the value of strong relationships.

That is why, as a financial advisor, I consider that building a trust relationship with my client is a top priority for me.

I have been working with individuals and families in Birmingham for about 11 years. I met my amazing wife Hannah at a Christian camp, JH Ranch, in 2009 and we married in 2013. Hannah is a graduate from Auburn University Nursing School. We enjoy fly fishing, hiking, gardening, running, cooking, and traveling. Even though it looks different with children Levi (6), Teddy (4), and Eleanor (1), we still love to go and make memories.

I am thankful to give you a little snippet of my life and I look forward to getting to know you! I feel confident we are able serve clients well at SageSpring Wealth Partners.

Jeffrey Dobyns
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

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**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.

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, SageSpring Wealth Partners 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. SageSpring Wealth Partners does 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 SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

Ramsey Solutions’ relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Raymond James is not affiliated with any of the organizations mentioned above.