Poe Wealth Team Photo

Finding Solutions for Every Client

Our team provides our clients with sound financial advice and innovative strategies to help build wealth. Our comprehensive financial planning approach prepares our clients for financial stability, despite market fluctuations.

About Us

First, we analyze a client’s financial history, looking at money held in investments, savings accounts, and retirement funds. Next, we build on that information, taking into account expenses, financial goals, and legacy building.

Every piece of advice we give is carefully researched, so that you can feel confident in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposits, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market.

We analyze all the options to come up with an approach that fits your goals and needs, and help you effectively and efficiently save for retirement, pay fewer taxes, and transfer your wealth.

 

What is a Fiduciary?

Registered Investment Advisers (RIA’s) are legally fiduciaries and are bound to a fiduciary standard that was established as part of the Investment Advisers Act of 1940. A fiduciary is an individual that acts on behalf of someone else (principal), putting their clients’ best interests ahead of their own. Being a fiduciary requires being bound both legally and ethically.  Care is taken to avoid conflict of interests between the fiduciary and their principal, and to provide a ‘prudent person standard of care’.

When it is appropriate for the client, I prefer to work with them in an advisory capacity, where I have a legal and ethical responsibility to give you advice that is intended to be the best fit for you, your money, goals and needs.

Please visit FINRA’s BrokerCheck database to confirm that I am registered with the U.S. Securities and Exchange Commission (SEC).

Scan the QR code below with your smartphone to add Jason’s contact info!

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Meet Our Team

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

Jason Poe
Jason Poe

Executive Vice President, SageSpring | Financial Advisor, RJFS

972-987-1630

Sarah Williams
Sarah Williams

Executive Assistant, SageSpring


972-987-1630

Hayden Lusk
Hayden Lusk

Financial Professional, RJFS

 

972-987-1630

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
972-987-1630

Recent Insights

866.712.1657
Hayden Lusk
Hayden Lusk

Financial Professional, RJFS 

972-987-1630

Hayden Lusk 

Financial Professional, RJFS 

Hayden is a Branch Associate at SageSpring and is part of the Jason Poe Wealth Team. He is currently serving as a mentee under Jason Poe, handling client meeting preparation, assisting in performing comprehensive analysis on financial models, and helping with client service.

Before joining SageSpring, Hayden began his professional career working in corporate finance but decided to pursue an opportunity with SageSpring because of the strong culture and the impact he can have on clients’ lives.

Hayden grew up in McKinney, TX, and is a graduate of the University of Alabama. There, he earned undergraduate degrees in Finance and Economics, as well as an M.S. in Data Analytics. Outside of the office, he enjoys spending time with family and friends, participating in outdoor activities, and cheering on the University of Alabama’s sports teams. 

Sarah Williams
Sarah Williams

Executive Assistant, SageSpring  
972-987-1630

Sarah Williams 

Executive Assistant, SageSpring

Sarah’s focus is making sure the team operations are running smoothly. She attends and assists in client meetings. She coordinates all meeting preparation, follow-up items that may have been identified during a client meeting and makes certain that all tasks are completed in a timely fashion. Sarah has 6 years of industry experience and is capable of assisting with any situation short of making explicit investment decisions.

Sarah is an honors graduate of Texas Christian University. Originally from Pittsburgh, Pennsylvania, Sarah moved to the Dallas area in 2011 with her family and is now happy to call Texas her home. 

Jason Poe
Jason Poe

Executive Vice President, SageSpring | Financial Advisor, RJFS 
972-987-1630

Jason Poe 

Executive Vice President, SageSpring | Financial Advisor, RJFS 

Jason is the Financial Advisor and team lead. The majority of his time is spent meeting with clients. This can be face to face, via phone call, or utilizing internet based resources depending on your preference. Jason works with his clients to create a predictable path to and through retirement. This path includes; comprehensive retirement planning, investment management, risk identification and mitigation, estate planning in conjunction with your attorney and tax analysis in tandem with your CPA.

Jason has received his Series 7, Series 24, Series 63, Series 65 and Group I Insurance License. He is registered with Raymond James Financial Services, Inc. and has been working in the industry since January 2000. Jason grew up in west Texas and is a graduate of Texas State University. He resides in McKinney, Texas with his wife Melissa and their three children. 

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.