SageSpring Wealth Partners

Kyler Smith is a financial advisor at SageSpring Wealth Partners in Frisco, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James Financial Services, Edward Jones, and The Capital Chart Room. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with a team of about 75 advisors serving individual and institutional clients. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that includes asset allocation, ongoing monitoring, and periodic rebalancing.

Selah Ray is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, Selah worked at First National Bank of Omaha, Beardmore Chevrolet, and Bellevue Public Schools. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion across 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, providing discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.

Samuel Pritchard is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, he worked at Southern Company Services for three years and held positions at Samford University and The Lovett School. SageSpring Wealth Partners manages approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based portfolio management approach that combines asset allocation, ongoing monitoring, and periodic rebalancing.

Abdul Karim Safi is a CFP® with seven years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Omaha, NE. His prior experience includes roles at Raymond James Financial Advisors, Northwestern Mutual, and Orion Advisor Technology. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.

Robert Russell is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with SageSpring Wealth Partners in Birmingham, AL, where he has worked since 2022, including a brief tenure at Raymond James Financial Services. Prior to entering the financial industry, he held positions at The University of Alabama and other organizations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors. The firm serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering goals-based portfolio management, investment oversight, and comprehensive financial planning services.

Daniel Peterman Jr. is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Raymond James Financial Services. Outside of his advisory role, he has been involved with several entrepreneurial ventures such as Next Level Chef and Dalstrong Inc. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors serving individual and institutional clients. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based approach that includes asset allocation, ongoing monitoring, and both fundamental and technical strategies.

Eric Shapiro is a financial advisor at SageSpring Wealth Partners in Omaha, NE, with 10 years of industry experience. He holds a Series 66 designation and leads the Eric J. Shapiro Wealth Team, a practice within Southwestern Investment Group. His work history includes roles at Raymond James Financial Services and Southwestern Investment Advisory Services. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets with a team of 75 advisors serving individual and institutional clients. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio approach and utilizing a range of strategies and third-party managers.

Duane Sturm is a financial advisor at SageSpring Wealth Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Southwestern Investment Advisory Services. Outside of advising, he is involved in insurance services as an agent with Vanbridge. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that integrates asset allocation, ongoing monitoring, and various investment strategies.

Nathan Dendy is a financial advisor at SageSpring Wealth Partners with four years of industry experience. He holds a Series 66 designation and previously worked at Southwestern Investment Advisory Services and Southwestern Investment Group. He is also an independent contractor with the Will Scroggins Wealth Team in Homewood, AL. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based approach that integrates asset allocation, monitoring, and rebalancing with fundamental and technical analysis.

Emily Rogers is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding a Series 66 credential and five years of industry experience. She has worked at SageSpring Wealth Partners since 2022 and previously held roles at Southwestern Investment Advisory Services, Raymond James Financial Services, Inc., Southwestern Investment Group, Wedell Wealth Team, and The Mutual Fund Store. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides discretionary, goals-based portfolio management that incorporates various investment strategies and integrated planning services, and it also serves less-common client types such as sovereign wealth funds and banking institutions.

Brandon Haumschilt is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with SageSpring Wealth Partners and has previously worked with Raymond James Financial Services and Southwestern Investment Group. Outside of advising, he is involved in producing and DJing music through his independent contractor business, HAUMS LLC. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse client base including individuals, institutions, and less-common client types such as sovereign wealth funds and banking institutions, offering discretionary, goals-based portfolio management alongside integrated planning and consulting services.

Kai Meacham is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at Recreational Equipment Inc and multiple positions at the University of Nebraska-Lincoln. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets through a team of 75 advisors. The firm serves a broad range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based, discretionary approach.

Daniel Trentham is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Inc., Croft & Frost, Target Corporation, and Anderson Drugs. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers discretionary, goals-based portfolio management alongside integrated planning services and employs a range of investment strategies while maintaining relationships with third-party money managers and affiliated service providers.

Ryan Hensley is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at SageSpring since 2022. Prior to that, he was with Southwestern Investment Advisory Services and Raymond James Financial Services Advisors. He is also the CEO of Hensley Wealth Team and serves as treasurer for Rhea's Mill Baptist Church, where he handles bookkeeping and financial reporting. SageSpring Wealth Partners manages approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, monitoring, and rebalancing.

John Gleason is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and experience at Ernst and Young, Truxton Trust, and ScanSource. He began his professional career after completing his studies in 2018. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors serving a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based portfolio management approach that incorporates asset allocation, ongoing monitoring, and periodic rebalancing.