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Sircy-Hurd Wealth Team

Helping You Navigate Wealth, Build Legacy, and Live Fully

Legacy isn’t just a plan, it’s a life well-lived — and well-guided.

You’ve worked hard to get to where you are today. At the Sircy-Hurd Wealth Team, we understand that managing your wealth is deeply personal and often complex — that’s why we’re here to listen, advise, and walk beside you through every step of your financial journey. Whether you’re securing your wealth today or planning for future generations, we work with you to make informed, thoughtful decisions that align with your goals.

More Than Wealth —
It’s Your Story.

As families, businesses, and goals evolve, your vision and priorities may also shift. That’s why we combine deep expertise with a personal touch, working to ensure that your financial strategy is tailored and adaptable to your needs. Behind every conversation is a strategy, a team member, and a thoughtful plan already in motion.

We work collaboratively — with you, your CPA, attorney, or other trusted professionals — to help make sure every aspect of your financial world works together in harmony.

It’s More Than a Job to Us.

It’s a calling — to show up fully, serve with care, and walk alongside our clients with clarity, confidence, and heart.
These aren’t just values on a wall; they’re how we work, how we lead, and how we make sure our clients feel seen, supported, and at peace.

We Show Up Ready

We show up prepared, proactive, and adaptable to change. Our clients trust us because we’re grounded in experience, and flexible enough to make clear and precise adjustments. We do the work, ask the right questions, and aim to deliver thoughtful, informed guidance, every time.

We Step In, Not Back

We don’t shrink back when things get complex — we step forward. Whether it’s navigating a complex financial situation or helping you make difficult decisions, we stay present and engaged. Our team is deeply committed to being there for our clients, no matter what.

We Make It Personal

Care isn’t just a service level — it’s a mindset. We treat our clients the way we’d want to be treated: with curiosity, attentiveness, and excellence. We dig deep into your life and goals, and we don’t watch the clock. We’re here until you feel peace of mind.

We Grow With You

We believe in ambitious growth — for your family, your legacy, and ourselves. We work with focus and purpose, but never at the expense of what matters most. When we’re not in the office, we’re investing in our own families and values, just like we help you do.

Meet Our Team

Each member of our team brings their personal touch and experience to provide holistic, white-glove service.
Learn more about the members of the Sircy-Hurd Wealth Team, and how you can reach us, here.

Zach Hurd
Zach Hurd

CFP®

Partner & Senior Executive Vice President | Team Lead, Sircy-Hurd Wealth Team

615-861-6118

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Bob Sircy
Bob C. Sircy, Jr.

CPA

Founder & Emeritus Wealth Advisor, Sircy-Hurd Wealth Team

615-861-3511

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Harrison Holder
Harrison Holder

CPA, CFP®

Financial Advisor

615-861-8871

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Julie Porter
Julie Molteni Porter

Director of Operations, Sircy-Hurd Wealth Team

615-861-6123

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Nicki Schardon
Nicki Schardon

Client Service Associate 

615-884-3634

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Colton
Colton Jenkins

Client Service Associate 

615-861-6133

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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

Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067

Corporate Phone 
615-861-6118

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866.712.1657
Nicki Schardon
Nicki Schardon

Client Service Associate

615-884-3634

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Nicki Schardon

Client Service Associate

Nicki plays a pivotal role as a client services associate where her responsibilities encompass processing and tracking client activity, managing account openings, and handling money movements. Growing up locally in Franklin, Tennessee, Nicki has deep roots in the community she serves. She finds joy in reading, basking in the sun, and cherishing moments spent with her family.

Colton
Colton Jenkins

Client Service Associate
615-861-6133

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Colton Jenkins

Client Service Associate

Colton serves as a Client Service Associate on the Sircy-Hurd Wealth Team, where he is dedicated to ensuring seamless client communication, account maintenance, and the efficient handling of money movement and transfers.Before joining our team, Colton attended Western Kentucky University while working as an environmental educator, teaching kids how to kayak, canoe, and appreciate the outdoors. 

Outside of his professional responsibilities, Colton enjoys a variety of hobbies. He is an avid sports fan, particularly of the Kentucky Wildcats, and enjoys watching movies and TV shows, with Star Wars and The Office being his favorites.

Harrison Holder
Harrison Holder

CPA, CFP®

Wealth Advisor

615-861-8871

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Harrison Holder

Wealth Advisor

Harrison is originally from Knoxville, TN, where he attended the University of Tennessee and obtained a Bachelor of Science in Accounting with a collateral in Finance and a Master’s degree in Accounting, concentrating in Information Management. There he served as executive leadership with his fraternity and as Vice President of the accounting organization, Beta Alpha Psi. Upon graduation, Harrison began his career as an auditor at Ernst & Young in Nashville, TN, with a focus in service in manufacturing and healthcare. Harrison then joined the Sircy-Hurd Wealth Team in August of 2022 as a team Wealth Advisor. Outside of work, Harrison holds commitments with his church and enjoys spending time with his family and friends, playing music, and traveling.

Crystal Imperiali
Crystal Imperiali

Financial Advisor
615-432-4438

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Crystal Imperiali 

Financial Advisor

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 Associate of Science degree and becoming a licensed financial advisor.

Responsible for new client onboarding and relationships, 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 locally in Williamson County and enjoys spending time with family, friends, and her rescue dog, Nash. She loves to travel both domestically and abroad, experiencing unfamiliar cultures and food.

Julie Porter
Julie Molteni Porter

Director of Operations, Sircy-Hurd Wealth Team

615-861-6123

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Julie Molteni Porter 

Director of Operations, Sircy-Hurd Wealth Team

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.

Zach Hurd
Zach Hurd

CFP®

Partner & Senior Executive Vice President | Team Lead, Sircy-Hurd Wealth Team

615-861-6118

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Zach Hurd

Partner & Senior Executive Vice President | Team Lead, Sircy-Hurd Wealth Team

Zach Hurd is a CERTIFIED FINANCIAL PLANNER™ practitioner and Executive Vice President at SageSpring Wealth Partners. 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 Wealth Partners | Investment Management Consultant, RJFS 
615-861-3511

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Bob C. Sircy

Senior Executive Vice President, SageSpring Wealth Partners | 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.)

travis bio
Travis Curatolo

Financial Associate

615.861.6134

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Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

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.