SageSpring Wealth Partners has announced the addition of five new equity partners, reflecting the firm’s continued commitment to building ownership from within and aligning long-term leadership across the organization.
The following individuals have become partners at the firm:
Chase Keen, senior vice president
Daniel Peterman, senior executive vice president
Jason Plunkett, senior vice president
Ryan Terry, senior vice president
Jackson Wilcox, senior vice president
At SageSpring, partners hold an ownership stake in the firm and play an active role in shaping its long-term direction, culture and growth. New partners are selected through a rigorous evaluation process that considers leadership, business impact, alignment with the firm’s values, and dedication to serving clients well.
SageSpring’s ownership model is designed to align the interests of the firm, its advisers and its clients by giving advi
