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casey wealth team
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 Casey Wealth Team.

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Jeffrey Casey

CFP®

Financial Advisor, SageSpring

402.932.4949

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Becky Whitman

Client Service Associate, SageSpring


402.513.3143

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AbdulKarim “Karim” Safi

CFP®, MBA

Financial Planner, SageSpring | Financial Professional, RJFS


402.932.4949

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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

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Privacy Policy

© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. 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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866.712.1657
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AbdulKarim "Karim" Safi

CFP®, MBA

Financial Planner, SageSpring | Financial Professional, RJFS
402-932-4949

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AbdulKarim “Karim” Safi

Financial Planner, SageSpring | Financial Professional, RJFS

AbdulKarim Safi (Karim) is a Financial Planner at SageSpring with The Casey Wealth Team in Omaha, NE. Karim is an Omaha native and is of Lebanese heritage. He grew up in both Omaha and Lebanon throughout his life, is trilingual, and is a proud University of Nebraska Omaha alumni with both his Bachelor of Science in Business Administration with concentrations in Finance, Investments, and Banking and his MBA.

Karim began his professional career in the financial services industry in 2016 and is passionate about educating clients regarding insurance planning, retirement planning, tax planning, and investment management. He also earned his CFP® (CERTIFIED FINANCIAL PLANNER™) certification in July of 2022 and holds his Series 7 and 63 securities licenses, as well as a life and health insurance license.

Outside of the office, Karim enjoys spending time with family, friends, and his cat, Lulu. He also enjoys watching movies, doing practically anything sports-related, and has a huge passion for music as he always has something playing in the background.

Devin Lowenberg
Devin Lowenberg

Financial Advisor, SageSpring 

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Devin Lowenberg

Financial Advisor, SageSpring 

Devin Lowenberg is a Financial Advisor at SageSpring Wealth Partners. As part of the Jeff Casey Wealth Team, Devin collaborates closely with Jeff Casey and Becky Whitman to deliver exceptional client service. As a participant in the firm’s mentorship program, Devin focuses on supporting the Team in providing comprehensive financial planning and investment management services to clients.

Devin brings a history of service to the Team, having previously served as an intelligence analyst in the United States Army before attending the University of Wisconsin-Madison. Every day he seeks to utilize the service-minded attitude and analytical skill sets he developed during his years of service to help our clients achieve their financial goals.

Originally from Cross Plains, Wisconsin, Devin is an avid fan of the Green Bay Packers and the Wisconsin Badgers. Outside of the office you can find him hiking along nature trails and spending time with friends and family. 

Becky Whitman
Becky Whitman

Client Service Associate 
402.513.3143 

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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

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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. 

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, 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.