Casey Wealth Team

Financial Advice in Your Best Interests, Not Ours

We specialize in providing exceptional customer service and developing strong relationships with clients. Helping you build and maintain wealth while planning for the future is our primary objective. We do this through deep knowledge of markets, investments, taxes, and savings.

About Us

When we first meet with our clients, we analyze their retirement savings, current income, and future goals. With this knowledge in hand, we begin crafting a comprehensive financial plan that will lead our clients to their desired outcomes. Since we are independent advisors, you don’t have to worry that we are pushing any particular funds or products. Instead, we take the options that are available and suggest only the investments we think would work best for you, your age, life stage, goals, and risk tolerance.

We find fulfillment in assisting clients in preparing for their future. We would love to meet with you to learn more about your current financial plan and offer our suggestions. Set up a complimentary meeting to learn more about our approach.

Meet Our Team

Learn more about each of the dedicated members of the Jeffrey Casey Wealth Team.

Jeffrey Casey
Jeffrey Casey

CFP®

Financial Advisor, SageSpring | Financial Professional, RJFS 

402.932.4949

Becky Whitman
Becky Whitman

Client Service Associate, SageSpring

402.513.3143

Devin Lowenberg
Devin Lowenberg

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
402.932.4949

Recent Insights

615.861.6100
Becky Whitman
Becky Whitman

Client Service Associate 
402.513.3143 

Becky Whitman  

Client Service Associate 

Prior to working at SageSpring Wealth Partners, Becky Whitman spent seven years in banking and has been in the investment industry since 2006. She brings a wealth of client service experience, having previously worked at Lutz Financial, Carson Wealth Management, and First National Investments and Planning as a client service specialist.

Becky is the first point of contact for the Casey Wealth Team and is responsible for the day-to-day processing and tracking of all client account activity. She also provides extraordinary service and communication to all clients along with carrying out operational duties for the team. With over 15 years of experience, Becky has a wealth of knowledge that helps her ensure that all client requests are completed in a timely and professional manner.

Interested in SageSpring Wealth Partners because of the “small, close knit feel” of the office, Becky is especially impressed with the genuine care and guidance that the team provides its clients. She enjoys working with an amazing team of professionals who are always willing and eager to lend a hand. The team really cares about their clients, and she loves forming those personal relationships.

Outside of work, Becky loves spending time with her 11-year-old daughter, Blayne. The two love to do craft projects, shop, decorate, watch movies, or just hang out together. She is also very close to her parents and sister and adores her seven-year-old nephew, Kallan. She loves meeting new people and being social. 

Jeffrey Casey
Jeffrey Casey

CFP®

Financial Advisor, SageSpring | Financial Professional, RJFS 
402.932.4949

Jeffrey Casey  

Financial Advisor, SageSpring | Financial Professional, RJFS

Jeff Casey is originally from Ashland, MO and was raised as the youngest in a family of five. He attended Central Methodist University, where he enjoyed playing baseball and graduated with a degree in business. In a 2016 transition, Jeff and his wife, Kim, moved from St. Louis to make Omaha their home. They are loving raising their two children, Paige and Luke, in this community that continues to impress.

After graduating from college, Jeff worked as an insurance agent for many years, consulting families on their supplemental health benefits. While servicing hundreds of families in this capacity, Jeff recognized a need for most people to have a trusted advisor for all their financial matters. Being limited in the services he could provide as a captive agent and inspired by Dave Ramsey’s Financial Peace University, Jeff sought an opportunity to become an comprehensive financial advisor.

As a financial advisor who obtains referrals through the SmartVestor Pro referral service, Jeff is proud to uphold these timeless principles as a pillar of the financial planning process. He specializes in retirement planning, investment management, tax strategies, and gifting strategies, while his primary focus is developing meaningful relationships with clients to be able to help them navigate the array of life’s challenging decisions. You’ll often hear Jeff say he’s incredibly fortunate to be able to serve people in this way and that he’s lucky to have landed his dream job.

Jeff holds his Series 7, Series 66, Health, Life, Annuity, Long-Term Care, and Disability licenses, and is a CERTIFIED FINANCIAL PLANNER professional.

*Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners’ Advisory Services and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners’ Advisory Services does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring’s Advisory Services. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring’s Advisory Services, except in connection with providing your contact information to your advisor.

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL
PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. 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 raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

Ramsey Solutions’ 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.

Raymond James is not affiliated with any of the organizations mentioned above.