Sircy Hurd Wealth Team

Helping Improve the Financial Lives of Every Client

We believe in working together to determine the best way to serve you and your family. That is why we are intentional about getting to know you and your personal financial goals so that we can deliver a tailor-made, personalized approach for your wealth planning needs. With integrity, honesty, and expertise, we are committed to helping you reach your life goals through comprehensive financial planning solutions.

Recognized Among Forbes Best-in-State Wealth Advisors and Tennessee’s Top Workplaces

Since 2020 Tennessean Top Workplaces
Since 2019 Forbes Best In State Advisor

About Us

Conveniently located in the Cool Springs district of Franklin, Tennessee, the Sircy-Hurd Wealth Team serves clients in the greater Nashville area and beyond, taking a team approach to serve you and your family with sound financial advice. Led by Bob Sircy, CPA and Senior Executive Vice President at Southwestern Investment Group, and Zach Hurd, CFP® and Executive Vice President at Southwestern Investment Group, the Sircy-Hurd Wealth Team’s background and financial expertise equip them to deal with a broad range of financial issues.

With a focus on helping you develop personalized, long-term plans and a comprehensive financial planning strategy, the Sircy-Hurd Wealth Team can guide you in retirement planning (accumulation or distribution phases), college planning, insurance (Life, Long-Term Care, and Disability), and estate planning—all with the goal of minimizing taxes. Our two main goals are to delight clients in the areas we can control and improve clients’ lives over time. Even more, we are committed to monitoring and supporting our clients’ wealth strategies for ongoing success.

In addition to thorough comprehensive financial planning, our team is known for excellent customer service. If you are on the search for an experienced and trustworthy Middle Tennessee financial planner, we are here to serve you! Learn more below about our outstanding team of
professionals and how we work together to serve you.

Meet Our Team

Learn more about each of the dedicated members of the Sircy-Hurd Wealth Team.

Bob Sircy
Bob C. Sircy, Jr.

CPA

Senior Executive Vice President, SageSpring | Investment Management Consultant, RJFS 

615-861-3511

Zach Hurd
Zach Hurd

CFP®

Executive Vice President, SageSpring

 

615-861-6118

Elisa Jones
Elisa Leftridge Jones

Financial Advisor, SageSpring | Investment Executive, RJFS 

615-861-6133

Julie Porter
Julie Molteni Porter

Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS 

615-861-6123

Crystal Jordan
Crystal Jordan

Client Operations Associate, SageSpring


615-432-4438

Here’s How We’re Focused on What Matters Most

Our Specialty Services for Wealth Planning

Through our comprehensive and personalized wealth planning services, our team can help you accomplish your goals. Discover our specialty financial planning services below.

Retirement Planning
We can guide you in your retirement planning, suggesting alternative streams of income where applicable, so that you can comfortably ease into retirement and a well-planned future.
Tax Planning
Our tax code knowledge helps us carefully incorporate your taxes into financial planning. From tax return reviews to Roth conversions to ongoing tax reporting, we’ll help you feel confident in your tax-related financial plans. 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.
Charitable Giving
If you have a goal of making a difference through charities that are close to your heart, our team can guide you toward making a strategic impact through charitable giving with the appropriate donation vehicles and tax benefits.
Inheritance Planning
Through our team’s sound comprehensive inheritance planning advice, you can maintain control over how and when your assets will pass on to your loved ones.
Investing
From investment selections to asset allocation to portfolio management and more, our investment guidance can help you maximize your return with tax-efficient practices.
Estate Planning
When it comes to leaving a legacy, it’s important to have a holistic estate plan. Our estate planning guidance can assist you with asset protection, trust implementation, and more.

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

Corporate Phone 
615-861-6118

Recent Insights

615.861.6100
Crystal Jordan
Crystal Jordan

Client Operations Associate, SageSpring
615-432-4438

Crystal Jordan 

Client Operations Associate, SageSpring

Crystal brings to SageSpring Wealth Partners experience in the wealth management industry and over 20 years’ experience in the customer service industry. Prior to working in the wealth management industry, Crystal was responsible for managing business operations for multiple locations for a luxury salon and spa in Hawaii. She was instrumental in their success due to her business acumen and previous experience as a licensed cosmetologist. She continues to enhance her knowledge in financial services, including completing her Bachelor’s Degree in Business Administration.

Responsible for new client onboarding, Crystal oversees incoming and outgoing securities transactions and assists clients with account inquiries. She appreciates the sincere and welcoming presence of SageSpring team and their focus on integrity and decisions based on the client’s best interests.

Crystal lives in Williamson County and enjoys spending time with her family, friends, and miniature beagle. She likes to travel both domestically and abroad, experiencing different cultures and food.

Julie Porter
Julie Molteni Porter

Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS 
615-861-6123

Julie Molteni Porter 

Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS

A graduate of Middle Tennessee State University, Julie Porter joined SageSpring Wealth Partners in October of 2018. She brings more than 20 years of customer service, client relations, and administrative experience. Julie’s role is vital and includes multiple responsibilities, such as scheduling client meetings, incoming and outgoing correspondence, and communicating with clients on a daily basis.

Just prior to joining SageSpring, Julie worked with a company that provided HR Solutions to a variety of business owners. She helped others connect better with their employees and helps our team connect better with our clients. Julie enjoys working at SageSpring because of the individuals she connects with on a daily basis and the team’s community involvement.

Julie resides in Brentwood with her husband Todd. They have two sons, Jacob and Jordan, and two daughters, Ashleigh and Abby. She currently sits on the Board of Directors for the Brentwood Rotary Club, as well as for the Brentwood Rotary Club Charitable Foundation. She has her Health and Life License. She enjoys spending time with family, watching UT football, and entertaining at home.

Elisa Jones
Elisa Leftridge Jones

Financial Advisor, SageSpring | Investment Executive, RJFS 
615-861-6133

Elisa Leftridge Jones 

Financial Advisor, SageSpring | Investment Executive, RJFS

Elisa joined our team with more than 17 years experience in the investment and securities industry. She holds the series 6, 7, 63, 65, life, health and variable licenses, has a bachelor’s degree in finance from Alabama A&M University, and a master of business administration from Tennessee State University. She moved to Tennessee in 2001, and joined our team in 2017.

Elisa married her college sweetheart, Nick, and has two children, Tyson and Savannah. On weekends you can find Elisa in the bleachers cheering on the kids, volunteering with a local non-profit, or dining locally with her dinner club.

Zach Hurd
Zach Hurd

CFP®

Executive Vice President, SageSpring 
615-861-6118

Zach Hurd

Executive Vice President, SageSpring

Zach Hurd is a CERTIFIED FINANCIAL PLANNERTM practitioner and Executive Vice

President at SageSpring Wealth Partners, and a Financial Professional for Raymond James Financial Services. Through Raymond James Financial Services, Inc., Zach provides their clients with sound investment strategies designed to build wealth through comprehensive financial planning. Zach’s integrity and commitment to excellence equip him to soundly advise their clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.

Zach holds the Series 7, 66, Life and Annuity licenses, is a CERTIFIED FINANCIAL PLANNER practitioner and is a financial professional with Raymond James Financial Services, Inc.

Zach is originally from Portage, Michigan. He graduated from Bethel University in Minneapolis, MN with a degree in Finance and Economics and a minor in pre-medical studies. While at Bethel, he was the captain of the university’s basketball and soccer teams. Zach and his wife, Jourdan, currently reside in Brentwood with their daughter, Hallie. They are involved with their local church, Midtown Fellowship Church and in their free time, Zach and Jourdan spend time with their Goldendoodle, Colbie, golfing, cheering on the Nashville Predators, and enjoying as much time as they can on the lake.

An extremely important aspect that Zach enjoys at SageSpring is in being a part of an INDEPENDENT team. By being completely independent, the team’s allegiance is with the client and not with any particular product—as the team is not obligated to sell any proprietary funds or products.

Rather, we have access to thousands of 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.

Bob Sircy
Bob C. Sircy

Jr., CPA

Senior Executive Vice President, SageSpring | Investment Management Consultant, RJFS 
615-861-3511

Bob C. Sircy

Senior Executive Vice President, SageSpring | Investment Management Consultant, RJFS

Bob Sircy and our team provide clients with a comprehensive financial experience that has helped make SageSpring Wealth Partners one of the nation’s top producing branches of Raymond James Financial Services, Inc. Bob’s integrity and financial expertise, aligned with his designation as a Certified Public Accountant, equip him to advise his clients on virtually any financial issue. His ethical approach combined with his commitment to excellence exemplifies the overall financial assistance provided by our team.

Bob is involved with a number of professional and civic organizations. He is currently serving, or has previously served on a variety of boards and organizations, including:

▪ Member of the Nashville Chapter of the Tennessee Society of CPA’s
▪ Member of the Financial Planning Association – Middle Tennessee Chapter
▪ Member of the Nashville Chapter of Financial Executives International – Past President, and Directorand The Financial Executives Networking Group (FENG)
▪ Member of the Finance Committee of the United Way of Metropolitan Nashville – Past Treasurer and Member of the Board of Trustees Alumni
▪ Member of the College of Business Alumni Board and Member of the Business Leadership Council
▪ Executive Committee, Lipscomb University – recipient of the 2005 Distinguished Alumnus Award
from The College of Business
▪ Member Christian Business Leaders Roundtable
▪ Director of the Brentwood Rotary Club, Past Director Brentwood Rotary Club Foundation
▪ Director, Wang Foundation for Sight Restoration
▪ Past Treasurer and Member of the Board of Directors of the Direct Selling Association, Washington,
D.C.
▪ Past Treasurer and Member of the Board of Directors of the Direct Selling Education Foundation in
Washington D.C. – the 2008 recipient of the Circle of Honor Award –(annual award to an individual
based on outstanding service to the Foundation)
▪ Past Director and Past Treasurer of BrightStone, Inc., an organization to assist adults with special
needs
▪ Past Director, Live Beyond (formerly Mobile Medial Disaster Relief)

Bob began his business career with what is now Deloitte & Touché. He remained there 6 years rising to Manager. He was then recruited by a local Nashville public company where he served as Vice-President of Finance and Secretary/Treasurer and a member of the Board of Directors. Bob was next recruited to Southwestern/Great American Inc., where he served as Vice-President and Chief Financial Officer and served on the Board of Directors. During his tenure at Southwestern, Bob served as CFO to a number of the Southwestern companies, several of which he helped start, including Southwestern Investment Group (now SageSpring Wealth Partners), Bob has counseled with many executives, employees, and independent contractors. Bob has also taught numerous sessions on personal financial issues, his topic of passion.

A Native of Nashville, Bob graduated from Lipscomb University with a degree in Accounting and Management. While attending the University, he was elected as President of the student body, President of the professional business fraternity, and voted “Mr. Lipscomb” by his peers – one of whom he married. Bob and Karen, married for over forty years, are proud parents of three. They are active members of the Brentwood Hills Church of Christ, and Bob is an alumnus of Christian Leadership Concepts (CLC.)

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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.