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615.861.6100
Riley Nelsen
Nelsen Wealth Team

Helping You Attain Financial Freedom

We work with each client individually to create a tailored plan just for them. As independent financial planners, we help you attain financial freedom through comprehensive planning. Through client education and setting expectations, we work with you to navigate all of your financial decisions to allow you to enjoy the financial freedom we strive to help you create.

About Us

Located in Homewood, Alabama, the Nelsen Wealth Team provides comprehensive financial planning services, including estate planning, insurance planning, and tax planning. Our team’s approach fosters a client-first environment, as we take a genuine interest in your financial future. With a distinct, personal approach to your financial strategy, the Nelsen Wealth Team provides a wide range of services to address your unique situation, helping to guide you toward your most powerful goals.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Meet Our Team

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

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
205-730-0040

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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

SEARCH
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 attended Samford University in Birmingham where he majored in Finance. A college internship at SageSpring confirmed the direction he wanted to go with his finance degree and the Birmingham office provided him an opportunity to pursue a career in Financial Planning.

With his CFP® certification, Riley specializes in creating a personal planning experience for each client. As he listens to the individual needs and goals of each person for their family and their future, he works to curate a comprehensive financial, tax, and estate plan specific to their situation. His primary commitment in all of this is excellent customer service by putting his clients needs first and serving them diligently.

Riley and his wife Gigi, also a Samford graduate, decided to make Birmingham their home after college. In their free time, they enjoy spending time with their friends, their church and trying out all of the great local restaurants. Growing up in Florida, Riley spent a lot of time outdoors and is also an avid outdoorsman. He enjoys everything from hunting and fishing to the many beautiful golf courses Birmingham has to offer.

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.

Emily Abrams
Emily Abrams

Client Service Associate, SageSpring 

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Emily Abrams

Client Service Associate, SageSpring

Originally from Chicago, Emily Abrams moved to Nashville shortly after receiving her bachelor’s degree in Business Management at the University of Alabama. Before joining SageSpring, Emily worked in the healthcare industry as a compensation specialist.

As a Client Service Associate, Emily supports advisors and clients on the Snively Wealth Team and Nelsen Wealth Team. Her primary responsibilities include maintaining and opening accounts, processing money movements, and coordinating advisor/client meetings.

After discovering an interest in the financial industry, Emily was introduced to SageSpring by her sister, Maddie, who is also an associate at SageSpring. Since joining, Emily has experienced and enhanced the positive culture within her teams.

Outside of the office, Emily enjoys spending quality time with her family, friends, and of course, Archie, her family’s English Cream Golden Retriever. 

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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.