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nace-larue wealth team
Nace-LaRue Wealth Team

Your Partner in Building and Maintaining Wealth

Financial freedom means that you have control over your wealth and not the other way around. Taking control of your finances brings relaxation, ease, and a sense of accomplishment. It opens up new doors and gives you more choices.

Recognized Among the Top Financial Planning Professionals in Dallas

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Since 2008 Raymond James Leader's Council

About Us

At its best, financial planning helps you begin with the end in mind, in order to connect your finances to your life. After you know where you’re headed, you can put your money to work to achieve the plans you’ve set for yourself, your family, and even your community. This sense of freedom is our goal for our clients working with the Nace-LaRue Wealth Team. We see ourselves as coaches, detectives, inventors, and architects, helping you to formulate the blueprint for your financial life and bring that vision to fruition. Located in Frisco and Dallas, Texas, our team of financial professionals includes four financial advisors—among those being three Certified Financial Planners® (CFPs), one Chartered Financial Consultant ChFC®, and one Registered Financial Consultant (RFC). We place our focus on a limited number of families to enhance our client relationship experience.

 

Our Mission

To partner with clients to make their dreams, goals, and possibilities a reality by bringing them peace and assurance through extraordinary service and tailored ongoing financial solutions.

 

Our Vision

To be the premier wealth management team in the industry, known for our expertise, personalized service, and commitment to helping our clients achieve financial success.

Meet Our Team

Learn more about each of the dedicated members of the Nace-LaRue Wealth Team.

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Tyler Nace

CFP®, CHFC®

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS

214-872-3902

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Colton LaRue

CFP®

Director of Financial Planning, SageSpring | Financial Advisor, RJFS

214-872-3902

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Jessica D Fletcher
Jessica D. Fletcher

CFP®, CHFC®, CLTC

Financial Planning Executive, SageSpring

214-872-3902

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Megan Gaoiran
Megan Gaoiran

Marketing Coordinator, SageSpring

214-387-4500

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Sesily Jackson

Client Services Associate, SageSpring

214-872-3902

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Here’s How We’re Focused On What Matters

“We spend time understanding what is important to you. Through this process we get to know and develop friendships with amazing people. With the goal of understanding what they want out of life. And our job is to help you realize your goals as it relates to money.”
“Financial planning doesn't start with dollars and cents. It starts with unique conversations to uncover and understand your life's magnum opus. If you have everything you've ever wanted, what would you have? Helping you align everything else to match that objective is our purpose.”
“The opportunity to serve the greater Frisco and Dallas communities with their wealth planning needs is something we don’t take for granted at the Nace-LaRue Wealth Team. The long-term client relationships we’ve built speaks volumes to our team’s dedication and commitment to the client relationship experience.”
“It’s so rewarding to wake up each day knowing that I’m making a difference in our world through doing what I love—guiding clients with their financial planning goals!”
“Our place within the SageSpring Wealth Partners family and with our broker-dealer Raymond James plays a great role in positioning our team to be successful for our clients. We are grateful for these incredible partnerships that keep us accountable to excellence.”
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Video Resources

Discover our recent video resources as a helpful guide for your wealth management concerns and questions.

Our Wealth Planning Services

Specializing in tax-efficient withdrawals for lifetime retirement income, tax planning for high income corporate executives and business owners, and charitable giving strategies, our team is fully equipped to help you accomplish your goals. Learn about our specialty wealth planning services below.

Financial Planning
Through a variety of comprehensive services, we can take a deep dive into your financial situation and craft a specific financial plan to help you reach your wealth planning goals.
Retirement Planning
If you’re looking to ease into retirement with confidence, our team can guide you in your retirement planning journey, so that you can save enough money to live the lifestyle you desire.
Insurance Planning
Through our team’s sound comprehensive insurance planning advice, you can feel assured that your coverage makes the most sense for your specific needs.
Tax Strategy
We carefully incorporate tax strategy into financial planning, answering all your tax-related financial questions and offering guidance on everything from tax returns to ongoing tax reporting and more.
Charitable Planning
If charitable giving is close to your heart, we can guide you in making a strategic impact through carefully planned charitable planning practices, as well as corresponding tax benefits.
Investment Planning
When it comes to investment planning, we can assist you in asset allocations to portfolio management and more, so that you can maximize your return with tax-efficient practices.
Estate Planning
Everyone wants to leave a legacy. That’s why it’s important to have an estate plan in place. From asset protection, trust implementation, and more, we can help ease the burdens that come along with estate planning.
College Planning
Preparing financially to send your children to college is an important step that can save you money and stress when planning in advance. Our college planning guidance can position your family on the right track for future financial freedom.

What to Expect at an Appointment

Step 1

We get to know you
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us

Step 2

We work to understand your goals
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.

Step 3

We introduce you to our tools
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.

Step 4

We create a lasting relationship
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.

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

2601 Network Blvd, Ste 101
Frisco, TX 75034

214-872-3902

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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  |  Client Summary

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615.861.6100
sesily
Sesily Jackson

Client Services Associate, SageSpring 
214-872-3902

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Sesily Jackson

Client Services Associate, SageSpring 

Sesily is a valuable member of the Nace-LaRue Wealth Team, bringing a wealth of experience and knowledge to her role. Originally from Kansas, she graduated from Wichita State University with a Bachelor of Business-Marketing before moving to Texas in January 2022. With over 8 years of experience in the banking industry, Sesily has a proven track record of assisting clients through life changes. Her skills have been a tremendous asset to the team.

Sesily’s passion for financial planning was sparked at an early age when she was included in her parent’s financial planning meetings. She was impressed by the knowledge and education their advisor brought to the table, and it has stayed with her ever since. This interest led her to SageSpring Wealth Partners, where she continues to learn about the financial planning world. When she’s not working, Sesily enjoys reading contemporary romance, mystery thrillers, and financial books. She also likes to train for SK races.

Megan Gaoiran
Megan Gaoiran

Marketing Coordinator, SageSpring 
214-387-4500 

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Megan Gaoiran 

Marketing Coordinator, SageSpring 

Megan is a dedicated individual who is passionate about making a positive impact in both her professional and personal life. She thrives in a client-centric industry where she can build and maintain strong relationships. With almost three years of experience as a self-employed accountant, Megan has gained a wealth of knowledge and responsibility that motivates her to deliver the best possible client satisfaction.

Her work with CPAs ignited her love for the finance industry, particularly working with numbers. This led her to a career in Retirement Plan Administration, where she assisted clients in planning for their future. Megan now brings her expertise to the Nace-LaRue Wealth Team. When she’s not working, she enjoys spending time with her loved ones, reading a good book, and hitting the slopes to indulge in her passion for snowboarding.

Jessica D Fletcher
Jessica D. Fletcher

CFP®, CHFC®, CLTC

Financial Planning Executive, SageSpring
214-872-3902 

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Jessica D. Fletcher 

Financial Planning Executive, SageSpring

Jessica D. Fletcher is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and holds her Certification in Long­Term Care®. She joined the Nace-LaRue Wealth Team in September 2017 and loves the close-knit collaboration of the team. Jessica oversees team operations, financial planning, and business development of the Nace-LaRue Wealth Team.

Prior to launching her career in the financial planning industry in 2012, Jessica attended Midwestern State University, where she received a degree in Sociology and Business. Outside of work, you can typically find her enjoying a good book or attending a spin class.

colton
Colton LaRue

CFP®

Financial Advisor, SageSpring
214-872-3902 

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Colton LaRue 

Financial Advisor, SageSpring

Getting to grow up in small, east Texas, blue-collar town of 608 people, taught me values that we hold true in our business every day. It was engrained in me to have great respect for good people who work hard and serve their community well.

Service, hard work, and passion for learning are foundational values that help me, and our team serve our clients well and help them make prudent financial decisions. Our goal is to have our clients realize financial freedom by making wise decisions in regard to: investment, retirement, education, income tax, insurance and estate planning. By taking a comprehensive approach, we can help put our clients in the best possible position to achieve their financial goals.

My passion for learning began at a young age but began to materialize in the world of finance at Austin College. As my passion for this industry grew, I decided to attain my CERTIFIED FINANCIAL PLANNER™ certification through the University of Dallas. We believe it is most important to be able to quickly adapt to the ever-changing, complex environment of personal financial planning. By continuing to be a student of the industry, I believe we can continue to serve clients at the highest level, no matter what season of life they are in or what challenges we may face together.

My wife, Erica, and I got married in June of 2018. We now have a family of 4 and our kids, Beckett (born in 2019) and Lyla (born in 2021) are our pride and joy. We are in a fast-paced season of life
and wouldn’t have it any other way. We both enjoy golf, outdoor sports, and spending time with our puppy, Moose. Our kiddos have been following our paths close as they both love being outside too, and our son loves sports. Most recently we have taken up coloring and puzzles. We believe it is important to be active in our community and the organizations that strengthen it and we have done this in each community that we’ve been a part of since we first met.

I admire that our company and team understand and appreciate the confidence and trust that clients place in us. We will always do what is in our clients’ best interests.

tyler
Tyler Nace

CFP®, CHFC®

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS 
214-872-3902 

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Tyler Nace 

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS 

Faith, passion, and hard work help lead you to your personal and financial success. Tyler’s passion surrounds leading and coaching those around him to become the best versions of themselves, and in the process, helping them achieve financial confidence. He helps people make wise decisions with money while walking alongside them to assist in reaching their financial goals. He grew up in the church, and faith is a big part of his life. He has peace in Christ knowing that while we are assured nothing in this world, her external salvation is assured. Leaning on him through this period has helped Tyler get through. He is a “Planner” by profession, but he has come to understand that does not mean “Controller.”

Growing up on the island of Kauai, Hawaii, he gained an early perspective on the rewards that come with success through those vacationing on the island. Conversely, his grandfather was a profound role model with very different values. His grandfather was a young adult as he faced the Great Depression of the 1930s. He often reflects on the summers he spent with him talking about the value of hard work, a good education, and living on less than you make. He is grateful to have a career that leads him to remember his grandfather’s lessons daily. His love for him and his memory drives how Tyler serves those around him.

Those he serves, deserve a consummate professional, and that is who he strives to be. He majored in business and finance at The University of North Carolina at Chapel Hill. He obtained the CERTIFIED FINANCIAL PLANNER”‘ certification. He also taught the program curriculum as an adjunct professor through the University of Dallas. He has always connected with Dave Ramsey’s words to “have a heart of a teacher”. He loves sharing his passion for financial planning in simple and memorable ways. He is energized to help others achieve their goals and help them discover new doors. He is blessed that his hard work feels light.

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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 is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. 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 grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s 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.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The 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. No fee is paid in exchange for this award/rating.

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.