Your Wealth Management Team

Comprehensive Expertise Of A Wealth Team

As a qualified team of financial professionals, we are ready to use our unique skill sets and expertise to help you build your wealth. With our comprehensive planning approach, we will offer personalized strategies for tax mitigation, estate planning, retirement transitions, and much more. 

Beyond our core team, two partner companies offer a solid foundation for our secured operations. SageSpring Wealth Partners uses a holistic approach along with an extensive team of qualified professionals, providing support in our commitment to helping find solutions for all of your needs. Our broker-dealer, Raymond James, provides us with financial planning technology and updated resources. 

With a team of qualified, experienced individuals and a strong support system, we are ready to help you stay debt-free and in control of your financial future!

Meet Your Wealth Advisors

Your wealth advisor partners with you in setting goals and developing a comprehensive plan.

Tommy Doerfler

Senior Executive VP, SSWP

Senior Wealth Advisor

Daniel Peterman

Wealth Advisor

Rich Smith


Founder of LHWG

Wealth Advisor, RJFS

Meet Your Support Team

Your support team keeps your financial management plan running smoothly. They update your accounts, process your requests and schedule your appointments.

Dorothi Brown

Operations Manager, RJFS

Kelly Lynch

Client Services Associate

Luke Fairchild

Branch Associate

We offer specialized services that go beyond investing.


Looking for peace of mind regarding your financial future?

Our team oversees financial matters for select families in the area.