Peterman Snively Wealth Team

05/21/2026

We’re excited to give you a first look at our new office space! Take a sneak peek at the link below and stay tuned for more updates.

Welcome to SageSpring's New Franklin Office https://www.youtube.com/watch?v=GJ3AU19qQiQ Directions to Our New Franklin Office 701 Cool Springs Blvd, Ste 500, Franklin, TN 37067.

05/10/2026

“Mothers are like glue. Even when you can’t see them, they’re still holding the family together.” – Susan Gale. Wishing everyone a very Happy Mother’s Day!🌸

04/29/2026

Daniel, Laurie, and Rich hit the links this week to support Operation Andrew Group’s 21st Annual Golf Challenge. To learn more about this organization and their mission, please visit their website: https://operationandrew.org/

04/23/2026

🎉 Happy Birthday, Laurie Snively! 🎉

Today is Laurie’s day and we couldn’t be more thrilled to celebrate her! Words cannot express how much her determination and fresh perspective have impacted our team. She gives 110% to everything she does and is always willing to go the extra mile.

We look forward to celebrating many more birthdays with you!

04/22/2026

Today is Administrative Professionals Day! Can you name a better duo than Dorothi and Kelly? We would like to take a moment to recognize them as the true backbone of our team. Their impact is felt in every corner of our day to day.

Thank you for all that you do to support our team and clients. We deeply appreciate everything you do!

04/17/2026

If you haven’t heard- our office is moving 🚚. Starting Monday, April 27th our new home is 701 Cool Springs BLVD, Suite 500 Franklin, TN 37067. We are very excited to share our new space with you!

04/15/2026

Happy Tax Day! Ensure your tax return is filed or that you’ve requested an extension to avoid penalties. Please note- if you are one of the twenty-three counties in Tennessee affected by the January 2026 winter storm, you have an automatic extension until May 22, 2026. To find out more information and to see if you are eligible, please visit the link below.

https://www.irs.gov/newsroom/irs-announces-tax-relief-for-taxpayers-impacted-by-winter-storm-fern-in-tennessee-various-deadlines-postponed-to-may-22-2026

Don't hesitate to reach out if you have any questions.

04/13/2026

A new season calls for new team pictures. 📸

04/09/2026

Our team is proud to announce that Daniel Peterman has been recognized as one of just 12 individuals from our company selected for the 2026 Forbes America’s Top Wealth Advisors list.

Congratulations, Daniel!

A proud moment for SageSpring!

We’re excited to recognize twelve advisors named to the 2026 Forbes Best-in-State Wealth Advisors list—an exceptional group who continue to show up with care, discipline, and a commitment to doing meaningful work.

Please join us in congratulating them on this well-earned recognition!

Matt Atchison | Brad Barnes, CFP® | Mark Deering | Jeff Dobyns | Sircy-Hurd Wealth Team at SageSpring Wealth Partners | Brandon Kew, CFP® | John Nail | Peterman Snively Wealth Team | Purifoy Wealth Team | Jesse A. Scroggins | Will Scroggins | Cash Tunstall, CFP®

View the full list here: https://www.forbes.com/lists/best-in-state-wealth-advisors/

The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. The rankings are based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Out of 52,043 nominations received, 11,302 advisors made the list. Data as of 6/30/25, and the list was published April 2026. This 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. Past performance is not an indication of future results. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. SageSpring Wealth Partners is not affiliated with Forbes or SHOOK Research.

01/26/2026

Due to inclement weather, our physical office is closed but our team is still available to assist you. You can always reach us by phone or email.

Stay safe and warm!