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Atchison Wealth Team

Helping You Navigate Life’s Most Important Financial Decisions

We believe that you deserve several fundamental benefits from your financial planner, but the most important one is the development of implicit trust. Committed to doing the right thing, our team provides you with creative and deliberate financial planning right out of the gate. Through ongoing communication, we build a relationship with you for the long haul, helping you to know that your planner cares about you, your family, and your goals.

Recognized Among Forbes Best-in-State Wealth Advisors

Since 2019 Forbes Best In State Advisor

About Us

Located in Omaha, Nebraska, the Atchison Wealth Team aims to provide you with an abundance of value through time-tested financial principles and an ongoing client relationship. As our team serves the wealth planning needs of clients in Nebraska, Iowa, and all throughout the country, it is wonderfully rewarding to help guide you toward your lifelong dreams, and we’re equipped with years of experience and the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals—Brett Murray and Alex Prusa.

With every crucial decision we discuss with you, we always ask ourselves if this would be the same prudent financial advice we would want for our own family members. That’s how we best guide our clients, helping you prepare for and transition into retirement, while also maintaining the highest quality of life after you retire.

As the world of financial planning and investment management can be complicated to navigate, we listen to your financial goals and offer a comprehensive suite of financial planning and wealth management solutions to help you meet and exceed them. During times of change in your life or in the markets, it can feel overwhelming. Our expertise is in helping you craft a clear and focused plan that fits into your story.

The Atchison Wealth Team is an independent advisor, ensuring that we are not conflicted to sell any proprietary investment products to you. This independence allows us to sit on the same side of the table as you and help you find the investments that are in your best interests, not ours.

You invest in your future. We invest in you.

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Meet Our Team

Learn more about each of the dedicated members of the Atchison Wealth Team.

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Matt Atchison
Matt Atchison

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS  

402-505-7700

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Brett Murray
Brett Murray

CFP®

Financial Advisor, RJFS

402-505-7700

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Casey Newburn
Casey Newburn

Client Services Specialist, SageSpring

402-505-7700

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Joel Kosch
Joel Kosch

Financial Professional, SageSpring

402-505-7700

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Alex Prusa
Alex Prusa

CFP®, MBA

Financial Advisor, RJFS

402-505-7700

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Christina Hausner
Christina Hausner

Client Services Associate, SageSpring

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Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring

402-513-3146

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Kai Meacham

Client Service Associate, SageSpring

402-505-7700

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A Few Words From Our Team

"Our role requires that we meet people where they are at in life. Once we know what matters most to you, we can guide you efficiently in that direction."
Matt Atchison
“Actionable advice gives our clients a clear path forward. They implement ideas that will quickly have a positive impact on their financial plan.”
Joel Kosch
“We collaborate with families and help them create a roadmap for a future that they desire.”
Brett Murray
“Each client situation is unique and requires collaboration. We work as a team with families to provide innovative solutions that fit their story.”
Alex Prusa
“Providing exceptional service and communication is one of our team’s top priorities. We take pride in working hard and being available for our clients every day; including helping them to execute their financial plan, taking time to answer any questions, or simply taking care of our clients’ day-to-day needs promptly. It’s a privilege to come alongside our clients and partner with them on their financial journeys.”
Casey Newburn
“We take a team approach, and everyone contributes their expertise to design a comprehensive plan to help ensure your goals and needs are being met.”
Christina Hausner
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Video Resources

Discover our recent video resources as a helpful guide for your wealth management concerns and questions.

Comprehensive Wealth Planning Services 

Through our comprehensive wealth planning services, the Atchison Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and so much more.

Retirement Income Planning
We can guide you in your retirement planning, suggesting alternative streams of income where applicable, so that you can comfortably ease into retirement and a well-planned future.
Tax-Integrated Planning
With our team’s tax-integrated planning guidance, you can feel confident in mitigating your taxes, while also working to enhance the use of your income sources. With the goal of reducing your lifetime tax liability and maximizing both your marginal brackets as well as annual deductions, tax-integrated planning can help you keep more money in your family.
Charitable Giving
As charitable giving is a part of our core values, you can trust our team to help you achieve your philanthropic goals with guidance on a focused approach to charitable giving. From identifying charitable organizations of interest to helping you maximize the impact of your gifts, you’ll be on your way to giving back while making the most tax-efficient choices along the way.
Inheritance Planning
Though it can be an uncomfortable topic, inheritance and estate planning will be one of the most important things you can do to help protect your assets and help your family avoid unnecessary taxes and potential disagreements in the event that something happens to you. Our team approach can help you with the process of amending or creating an estate plan that truly matches your wishes.
Tax-Efficient Investing
Investing your money might seem complicated, but it’s critical to helping you achieve your financial planning goals. That’s why it’s important to work with an experienced team like ours for guidance in choosing the right investments, as well as the right accounts to hold your investments. Additionally, we can help you maximize the tax efficiency of your portfolio and lower the effects of taxes on your investments.
Community Impact
It’s a passion of ours to provide clients with opportunities to support local and global community economic development, revitalization, and sustainability. Through community impact investing, we can help you allocate a portion of your portfolio to social impact assets that will truly leave a mark within your local community.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.

What to Expect at an Appointment

Step 1

We get to know you.
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.

Step 2

We work to understand your goals.
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.

Step 3

We introduce you to our tools.
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.

Step 4

We create a lasting relationship.
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.

Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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Our Location

Street Address
15808 W. Dodge Road, Suite 103
Omaha, NE 68118

Phone Number
402-505-7700

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Disclosure Information

© 2023 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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© 2023 |  Associated with Raymond James  |  Client Summary

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615.861.6100
kai
Kai Meacham

Client Service Associate 
402-505-7700

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Kai Meacham  

Client Service Associate 

Kai Meacham is a Client Services Associate at SageSpring Wealth Partners on the Atchison Wealth Team. Kai works closely with Casey Newburn acting as the main point of contact for clients. Day to day, Kai works with clients to schedule meetings and respond quickly to needs. 

Kai was born and raised in Omaha and received a Bachelor of Science degree in Biological Systems Engineering from the University of Nebraska–Lincoln. Before joining the Atchison Team, Kai and her partner lived in Flagstaff, Arizona and spent time exploring the southwest. Outside of the office, Kai and her partner enjoy backpacking, camping, and playing with their dog, Poppy. Poppy is a sweet rescue with a lot of energy and a big personality.

Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring 
402-505-7700 

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Carlleen Sturdivant 

Client Service Associate, SageSpring 

Before joining SageSpring, Carlleen Sturdivant previously worked in the travel industry as an HR talent coordinator for two years. Prior to that, she worked in the human services field for 10 years, assisting individuals with preparing and gaining employment.

In her current role serving the Eric Shapiro Wealth Team and the Brandon Kew Wealth Team—both based in Omaha, Nebraska—Carlleen assists the financial advisors and provides clients with quality service. She routinely contacts internal and external customers to obtain, clarify, or provide facts and information. Carlleen also schedules and coordinates meetings, events, and appointments for advisors.

While looking for a financial advisor that aligned with their values, Carlleen and her husband were drawn to Eric Shapiro’s heart of a teacher and quickly became clients. Later, while looking for a new employment opportunity, Carlleen learned about the Client Services Associate position and jumped at the chance to be a part of the SageSpring team.

When it comes to what Carlleen loves most about working at SageSpring, it’s the support she receives from everyone in the company. Carlleen truly enjoys her amazing team, and she comes to work with a smile on her face, knowing that the work her team completes every day positively impacts the lives of others.

Outside of work, Carlleen enjoys dancing in Zumba class and hanging out with her husband and their two adult children and their families. Carlleen loves being a grandma, and she has a passion for helping family and friends find work and life balance. 

Christina Hausner
Christina Hausner

Client Services Associate, SageSpring 

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Christina Hausner 

Client Services Associate, SageSpring 

Christina Hausner is a Client Services Associate at SageSpring Wealth Partners. As part of the Atchinson Wealth Team, Christina collaborates closely with Casey Newburn as the main point of contact for clients. Her day-to-day responsibilities include proactively reaching out to clients to address their needs, as well as working to ensure the team maintains an exceptional level of service as the practice grows.

With a career in the financial services industry spanning more than 25 years, Christina joined the Atchinson Wealth Team seeking a role where she could continue assisting clients while working within a close-knit team. She was drawn to SageSpring due to the quality and care of service the firm provides to clients and its commitment to helping others.

Born and raised in Omaha, Christina received a Bachelor of Arts degree in English from the College of Saint Mary. Outside of the office, she and her husband, Mike, are avid sports fans and enjoy watching and cheering for the Omaha Storm Chasers, Creighton Blue Jays, Kansas City Royals, Kansas City Chiefs, and Nebraska Cornhuskers. Christina also enjoys reading and spending time with her family and friends. 

Learn more about Christina HERE.

Alex Prusa
Alex Prusa

CFP®, MBA

Financial Advisor, RJFS 
402-505-7700 

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Alex Prusa 

Financial Advisor, RJFS 

Alex is a Financial Professional at SageSpring. As a member of the Atchison Wealth Team, Alex is responsible for working with clients to help develop and implement comprehensive financial strategies. Passionate about cultivating long-term relationships by learning each person’s story, he aims to enhance every client’s financial journey through holistic financial planning.

Alex holds Series 7, Series 66, and Nebraska Insurance, Annuity, Long Term Care, and Disability licenses. Prior to joining SageSpring, Alex worked at First National Bank of Omaha as a member of their Wealth Management division.

Alex was born and raised in Omaha, NE and attended Drake University in Des Moines, IA. While there, he was a member of the men’s soccer team and received a bachelor’s degree in Business Administration. He then received his MBA with a concentration in Investment Science from the University of Nebraska Omaha. Alex married his wife Liza in 2020, and they reside in Omaha, NE. Outside of the office, he enjoys spending time with family and friends, traveling, and exploring national parks. 

Learn More About Alex HERE.

Joel Kosch
Joel Kosch

Financial Professional, SageSpring 
402-505-7700

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Joel Kosch 

Financial Professional, SageSpring

Joel Kosch is a Financial Professional at Raymond James Financial Services & SageSpring Wealth Partners & is part of the Atchison Wealth Team. Passionate about education & helping others, Joel enjoys working closely with his colleagues to build enduring relationships with their clients to help them achieve their financial goals.

Before joining the Atchison Wealth team, Joel spent the first decade of his career in fundraising. He was previously the Manager of Leadership Giving for Children’s Mercy Hospital & has worked in fundraising for K-12 & higher education institutions.

Joel grew up in Humphrey NE, the youngest of 10 kids. He earned his bachelor’s degree at the University of Nebraska-Kearney, where he studied to be a math teacher. He completed his master’s degree at the University of Missouri-Kansas City in higher education leadership. Outside of the office, Joel enjoys spending time with his wife Jess, along with family & friends! His favorite activities include hiking, golfing, traveling, attending sporting events & eating ice cream. 

Learn More About Joel HERE.

Casey Newburn
Casey Newburn

Client Services Specialist, SageSpring 
402-505-7700

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Casey Newburn 

Client Services Specialist, SageSpring 

Casey is the first point of contact for the Atchison Wealth Team, providing exceptional service and communication to clients, along with undertaking the day-to-day business operations. 

Born in Oklahoma, Casey grew up in a few small Texas towns and Omaha alongside her three younger siblings. Living in Omaha since the early 2000’s, the Omaha-metro has become home! She graduated from the University of Nebraska-Omaha with a Bachelor’s degree in Business Administration in 2012, and joined SageSpring in the fall of 2013. Casey and her husband, Dan, enjoy raising their family in Omaha, spending time with family and friends, and being involved in their church.

Learn More About Casey HERE.

Brett Murray
Brett Murray

CFP®

Financial Advisor, RJFS 
402-505-7700

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Brett Murray 

Financial Advisor, RJFS 

Brett Murray grew up in Houston, Texas before moving to Omaha, Nebraska in 2008. He attended Creighton University, where he graduated with his bachelor’s degree in finance and was a member of the Creighton University baseball team. Prior to joining SageSpring, Brett worked for Carson Group in Omaha, where he focused on comprehensive financial planning for clients.

Brett is a CERTIFIED FINANCIAL PLANNER™ professional and also holds his Series 7, Series 63, and Nebraska Long Term Care, and Disability licenses. He works alongside Matt Atchison, Financial Professional, RJFS and the team to help clients achieve financial confidence through comprehensive planning and building meaningful relationships.

Brett enjoys spending time with his wife Ally, along with family and friends. Brett loves the outdoors and spends his free time running, lifting, cycling, and golfing. He is also passionate about music and sports.”

Learn More About Brett HERE.

Matt Atchison
Matt Atchison

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS 
402-505-7700

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Matt Atchison 

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS 

Matt Atchison leads our Omaha, Nebraska, office. Matt is originally from Holdrege, Nebraska, and he attended Creighton University, where he graduated with honors. He and his wife, Chelsea, have enjoyed making Omaha their home over the past 18 years. He is an active member of Countryside Community Church and is passionate about teaching and promoting financial wellness education in our community’s schools, places of work, and places of worship.

Matt has received his Series 7, Series 66, and Nebraska Insurance, Annuity, Long Term Care, and Disability licenses. His focus is helping his clients build wealth through comprehensive financial planning with a specialty in professional money management, tax planning strategies, and exceptional customer service.

He enjoys spending much of his time with family and friends, traveling, running marathons, and cheering on the Cornhuskers and Creighton Bluejays. Matt and Chelsea have three children, Molly, Ben, and Sam, and he loves being their dad. 

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The 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. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.