Plunkett Wealth Team

Helping Clients Keep Their Wealth Secure

We provide sound investment and financial planning for our clients. To do this, we begin by diving into a client’s financial history, assets, and taxes.

About Us

After developing a thorough understanding of a client’s objectives and goals, we help our clients effectively and efficiently save for retirement, employ tax planning strategies, and secure their wealth.

This comprehensive approach means that nothing slips through the cracks, and clients can rest assured that their estate and retirement planning is in good hands. We stay updated on new strategies, and consistently reevaluate new approaches that can be utilized by our clients.

With over 16 years of experience, along with his Series 6, 7, 63, 66, and life and health licenses, our team has a strong familiarity with all aspects of financial planning. Schedule a consultation today to start working with an advisor who can handle it all.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Meet Our Team

Learn more about each of the dedicated members of the Jason Plunkett Wealth Team.

Jason Plunkett Headshot
Jason Plunkett

CFP®

Vice President, SageSpring | Investment Broker, RJFS 

615.861.3512

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Melissa Evans

Registered Sales Assistant, SageSpring 

615.861.3517

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
615.861.6100

Recent Insights

866.712.1657
Melissa Evans
Melissa Evans

Registered Sales Assistant, SageSpring 
615.861.3517

Melissa Evans

Registered Sales Assistant, SageSpring 

Beau Wirick
Beau Wirick

Financial Advisor, SageSpring | Financial Professional, RJFS 
615.861.3513

Beau Wirick

Financial Advisor, SageSpring | Financial Professional, RJFS

Beau Wirick was born and raised in Southern California. While he enjoyed a 20-year career in Hollywood as an Actor/Producer, Beau received his bachelor’s degree in Business Administration from the University of Southern California. He found a true passion for helping people achieve financial freedom through financial coaching. In 2020, Beau moved to Franklin, Tennessee, where he is a Financial Advisor with SageSpring Wealth Partners.

As a financial advisor, Beau helps clients plan for their financial future through budgeting guidance, management of tax-advantaged accounts, and asset allocation advice. Beau was drawn to SageSpring because of the many ways the company puts clients’ interests first. Advisors at SageSpring only succeed if their clients succeed, and this is a principle to which Beau is fully dedicated. More than anything else, Beau enjoys working at SageSpring because of the culture of camaraderie as opposed to competition. Beau views SageSpring as a rising tide that lifts all ships.

As a native of Southern California, Beau loves playing beach volleyball and surfing. He also enjoys camping, tennis, working out, playing guitar, and nerding out with board games, card games, and history podcasts. But, most of all, Beau loves his wife Daniela, who is his favorite person in the whole world. 

Jason Plunkett
Jason Plunkett

Vice President, SageSpring | Investment Broker, RJFS 
615.861.3512

Jason Plunkett

Vice President, SageSpring | Investment Broker, RJFS

Jason Plunkett is originally from Gallitzin, Pennsylvania and made Nashville his home in 2005. He graduated from Juniata College (Huntingdon, PA) in 2000 with a Bachelor’s degree in Business Management. Prior to joining SageSpring Wealth Partners, Jason worked in a wholesale capacity for several of the largest insurance companies in the U.S. As part of his responsibilities, he was assisting Financial Advisors throughout the Southeast in preparing comprehensive financial plans for their clients. He is excited about the opportunity to assist clients with over 16 years of financial industry experience

Jason has earned his Series 6,7,63,66, and life/health licenses. Through Raymond James, he provides sound investment and financial planning for his clients. After developing a thorough understanding of a client’s objectives and goals, Jason takes a comprehensive approach to help his clients effectively and efficiently save for retirement, employ tax planning strategies, and transfer their wealth.

When not in the office, Jason spends as much time with his children (Gabriel, 14 and Emme, 11) as possible. Together they enjoy watching and attending sporting events, visiting parks, hiking, and spending time outdoors.

alor1348 jeff
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.