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About
Nathan Dendy is an Associate and Financial Advisor at SageSpring Wealth Partners, based in Birmingham, AL. As part of the Will Scroggins Wealth Team, he delivers comprehensive financial planning services to pre-retirees, retirees, and business owners, with a special focus on bespoke investment management, tax-efficient planning, risk management, and insurance strategy. He works closely with clients and their professional advisors to craft holistic solutions, including transition strategies for business owners seeking reliable income after the sale of their companies.
Dendy brings over a decade of leadership and client service experience from the real estate sector, notably as Partner and Team Leader at Keller Williams Realty Tuscaloosa and Realtor at The Advantage Realty Group, before transitioning into wealth management in early 2022. His multidisciplinary expertise enhances his ability to coordinate complex financial situations, making him a valuable resource for individuals navigating major life and financial transitions.
He holds a Bachelor of Science in Commerce & Business Administration with a concentration in Finance from the University of Alabama. Dendy’s work centers on investment and financial planning for families, business owners, and those approaching retirement, making significant contributions to client outcomes by simplifying complexities and fostering strategic stewardship of wealth.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SageSpring Wealth Partners | Associate | Jan 2022 to Present | — |
| Keller Williams Realty Tuscaloosa | Team Leader and Partner | Oct 2015 to Jan 2022 | Primary Objectives: • Responsible for the growth, productivity, profitability, and culture of Keller Williams Realty Tuscaloosa • Recruit, train, and retain productive sales associates • Build Market ... |
| The Advantage Realty Group Inc. | Realtor | Feb 2010 to Oct 2015 | •Sold over three million dollars worth of real estate in the first year full time in the business, and was awarded the 2011 “Rookie of the Year” by the Tuscaloosa Association of Realtors •Assisted cli... |
| New Beginning Family Worship Center | Worship Director | Oct 2010 to Feb 2014 | •Directed the music for two services every Sunday for a church with a membership of approximately eight hundred members •Played the piano, and served as lead vocalist for the church worship band which... |
| Ellis Trick Multifamily | Property Manager | Aug 2008 to Feb 2011 | •Collected deposits and rents, enforced the terms lease agreements, and resolved tenant complaints •Scheduled maintenance and repairs, inspected property regularly to ensure it was in good working ord... |
| Ellis Trick Multifamily | Leasing Manager | Apr 2008 to Aug 2008 | •Managed all leasing operations •Selected qualified tenants and developed lease agreements •Developed and executed marketing strategies, and followed up with leads |
| Scott River Lodge at JH Ranch | Operations Manager | May 2007 to Aug 2007 | •Directed maintenance and ground crews •Coordinated guest activities and employee schedules •Maintained and operated a hydro-power system that provided power to the entire facility |
| Campus Crusade for Christ | Student Staff | Jan 2006 to Jan 2007 | •One of four students selected to assist in leading the organization of over 200 members •Led weekly community groups |
| Morgan Keegan | Finance Intern | May 2006 to Aug 2006 | •Assisted brokers in their preparation for client appointments •Retrieved investment data for clients |
| Pearson Lumber Company | Intern | Jan 2000 to Jan 2006 | •Worked in many areas of plant operations •Assisted in buying in lumber, grading lumber, operating machinery,and attended meetings with company’s financial advisor |
| JH Ranch | White Water Rafting Guide | May 2004 to Aug 2005 | •Led daily rafting expeditions down the Klamath River •Instructed guests on proper techniques of rafting •Performed daily safety inspections on rafts and other equipment •Navigated rafts through rapid... |
| Pi Kappa Phi Fraternity | Chaplain | Jan 2004 to Jan 2005 | •Overseer of New Member education program •Worked with alumni on projects to improve the fraternity’s status •Led young men’s Bible study with new members •Led trip to New Orleans to assist in Katrina... |
Education
University of Alabama
Bachelor of Science in Commerce & Business Administration, Finance
2003 — 2007
Skills & Expertise
Others at Sagespring Wealth Partners, LLC (1)
| Name | Role | Location |
|---|---|---|
 | Managing Partner | Nashville, TN , United States |
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