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Stansell Wealth Team

Financial Planning with the Right Investments to Help Meet Your Life Goals

Taking a comprehensive approach to your financial planning needs, we strive to provide professional wealth management services and strategies that instill confidence by outlining a clear and cohesive plan, using up-to-date technology and education to implement top-notch financial planning.

About Us

Located in Frisco, Texas, the Stansell Wealth Team’s goal is to provide honest, non-emotional advice for your financial planning needs. With services focused on investment management, tax planning, and assistance with employer benefits such as stock options, RSUs, and deferred compensation, the Stansell Wealth Team is committed to helping clients achieve financial independence. As a CERTIFIED FINANCIAL PLANNER™ professional, Cody Stansell works alongside his team to leverage innovative technology with a desire for every client’s experience to be as simple and hassle-free as possible. This includes DocuSign to electronically sign documents, as well as offering Zoom meetings for virtual collaboration.

Meet Our Team

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

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Cody Stansell

CFP®

Certified Financial Planner™, RJFS

972.987.1611

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Theresa Tucker

Client Operations Associate, SageSpring

972.987.1016

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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
2601 Network Blvd., Suite 101
Frisco, TX 75034

Phone Number
972.987.1202

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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

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615.861.6100
Jane Cormack
Jane Cormack

Client Services, SageSpring 
205.981.7128 

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Jane Cormack 

Client Services, SageSpring

As a Client Services Associate, Jane Cormack assists our team with client paperwork, client fund requests, online access, and remote branch duties. She is integral to SageSpring’s operations and finds a great deal of fulfillment in supporting clients as they discover their financial needs and potential.

Jane began her career in banking. However, her career took a turn when she found herself working with a multi-million dollar performing arts center that asked her to establish and run its Human Resources Department as the Director. After a while, Jane felt called to leave the business world and went to volunteer with The Stephen’s Ministry, helping people heal through challenging life events. She ultimately reentered the business world when she had a life event of her own, and she finally landed at SageSpring.

Led to SageSpring after meeting one of our clients, Jane inquired about an assistant position; and as they say, the rest is history. She considers her connection to SageSpring a Divine appointment. Jane loves SageSpring’s core focus, purpose, and values because they align with her own. She especially enjoys connecting with clients to give them the caring, personal approach we value.

Jane has been married for over 30 years to her husband, Marc, and enjoys spending time with him and discussing the different books they are each reading. They have two cats they adore and can be accused of treating them like children, given they don’t have any. She also enjoys painting, crocheting, and learning brush lettering. 

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Theresa Tucker

Client Operations Associate 
972.987.1016 

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Theresa Tucker

Client Operations Associate 

Theresa Tucker spent much of her career as a Human Resource Specialist. She served as a HR generalist for a national real estate firm, as well as directing HR for the UMG companies.

Theresa serves the Stansell Wealth Team as Client Operations Associate. She promotes a hassle-free experience for clients, while preserving the accuracy of their information.

Outside of work, Theresa enjoys camping, hiking, horseback riding, and exploring the great outdoors. Her true joy and fulfillment come from spending time with her family. Theresa and her husband, Steve, have three children and two amazing grandchildren. 

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Cody Stansell

CFP®

CERTIFIED FINANCIAL PLANNER™, RJFS 
972.987.1611 

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Cody Stansell 

CERTIFIED FINANCIAL PLANNER™, RJFS

Cody’s foremost goal is to provide a wealth management experience built on trust and communication.

He understands that our industry is all about trust, which takes time to earn but can be tarnished or lost rather quickly. Cody strives to provide the same advice to clients that he would his own mother, brother, or friend so that trust is established and integrity is never questioned.

As a CERTIFIED FINANCIAL PLANNER™ professional, Cody also understands simply providing investment advice isn’t enough for today’s investor. Having a specialty in tax planning, evaluating employee benefits, and estate planning guides the type of advice Cody provides to clients as their life and career evolve.

Before joining SageSpring Wealth Partners, his professional career was rooted in following the fiduciary standard while serving clients at a wealth management and trust division of a West Texas Bank. It was there he discovered that truly assisting a client means understanding their entire financial picture and desires—a principle that became the very foundation of his professional life today.

In Cody’s downtime he loves tapping into his inner “American Pioneer” heart by building wooden furniture, backyard sheds, and house remodeling projects. Cody is beyond blessed to be married to his wife, Melissa, and have two beautiful daughters, Jordy and Darby. They are members of The Branch Church in Farmers Branch. And, as an avid Texas football and baseball fan, Cody cherishes the good years compared to the bad!

*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.

**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. 

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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.