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Kew Wealth Team
Kew Wealth Team

Feel Confident with a Plan In Place

We’re passionate about educating others to help them make smart financial decisions. In order to reach your financial goals, you have to begin with the end in mind.

About Us

We’ll help guide you along the way by bringing you our wisdom and valuable financial advice. From taxes, retirement accounts, insurance, and investments, we’ll help you craft a financial plan that fits your needs and help you reach your desired outcome.

We believe that helping our clients with their financial lives helps improve all other aspects of their lives. When you have a strong financial plan in place, you can relax while knowing that the future is a little less uncertain.

Since we function as an independent advisor, you can trust that we are committed to protecting your interests and your assets. Set up a meeting today and we’ll give you our feedback on your current financial plan and how it can be improved.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

To better serve our clients, The Kew Wealth Team has two convenient locations in Iowa and Nebraska.

Meet Our Team

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

Brandon-Kew-e1653403178563
Brandon Kew

CFP®

Vice President, SageSpring 

402-715-4278

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Duane Sturm
Duane Sturm

CRPC®

Financial Advisor, RJFS

712-542-6334
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Teri Ann Greenfield
Teri Ann Greenfield

FPQP®

Financial Professional, SageSpring

402-513-3147

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Susan Harris
Susan Harris

Assistant, SageSpring

712-542-6334

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Kendra Hughes
Kendra Hughes

Client Services Specialist, SageSpring

712-542-6334

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Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring

402-513-3146

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Austin Gutknecht
Austin Gutknecht

Financial Advisor, SageSpring

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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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Nebraska Office

Our Address
15808 West Dodge Road, Suite 103
Omaha, NE 68118

Phone Number
402-715-4278

Iowa Office

Our Address
114 W Main St.
Clarinda, IA 51632

Phone Number
712-542-6334

Recent Insights

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Women Taking the Reins on Their Finances

March is Women’s History Month, and we want to celebrate the achievements of women around the world. Women are making incredible advancements socially, culturally, politically — and yes, economically. Traditionally, finance is a field that’s

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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

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615.861.6100
Austin Gutknecht
Austin Gutknecht

Financial Advisor, SageSpring

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Austin Gutknecht  

Financial Advisor, SageSpring 

Austin is a Financial Advisor with SageSpring. As a member of the Kew Wealth Team, Austin is responsible for working with clients to help develop and implement comprehensive financial strategies. Austin is passionate about building relationships and assisting families in achieving their financial goals.

Prior to joining SageSpring full time, Austin interned for the company where he gained valuable operational experience, while also forging relationships with clients and the community. He holds the Series 7 and 66 licenses. 

Austin is a graduate of Lindsey Wilson College, receiving his degree in Business Administration. Outside of work, Austin enjoys spending time with friends and family, cheering on the Minnesota Vikings, engaging in community activities, and playing golf. 

Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring 
402-513-3146

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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. 

Kendra Hughes
Kendra Hughes

Client Services Specialist, SageSpring 
712-542-6334

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Kendra Hughes 

Client Services Specialist, SageSpring 

Kendra was born and raised in Southwest Iowa. After graduating with a degree in nursing, she spent over 20 years working in various aspects of healthcare. Now, Kendra serves as an administrative assistant in the Clarinda office.

After years in healthcare, Kendra felt it was time for a change; however, she wanted a position that would continue to allow her to help others. This was achieved with the SageSpring position and their mission of helping people. She enjoys meeting new clients and learning new things every day.

In her free time, Kendra enjoys spending time with her husband and three children on their acreage. They love camping, riding horses, and church activities. 

Susan Harris
Susan Harris

Assistant, SageSpring
712-542-6334

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Susan Harris 

Assistant, SageSpring 

Susan Harris came to SageSpring after managing her family farm for 25 years. She enjoys the flexibility that SageSpring offers, especially when her kids were at home.

Susan has worked with Duane since 1999. She knows our clients well and considers it a privilege to work with them. She loves helping people and enjoys the variety of tasks each day brings. She ensures our clients have a positive experience each time. Susan appreciates working for a Christian firm with strong values.

In her spare time, she loves spending time with her husband and family, including her seven grandkids. She also devotes time to volunteering at church, gardening, and reading. 

Teri Ann Greenfield
Teri Ann Greenfield

FPQP®

Financial Professional, SageSpring 
402-513-3147 

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Teri Ann Greenfield  

Financial Professional, SageSpring 

Teri Ann Greenfield thoroughly enjoys being a member of the Kew Wealth Team because it allows her to connect with many people in ways that are specific to each relationship – making this a very rewarding career! She has over eight years in the financial services industry and continues to be delighted with how much there is to discover. Teri Ann has made it her mission to combine this zest for learning with her sincere love for people to create exceptional, meaningful client experiences.

Teri Ann holds the Series 7, 24, and 66 securities licenses and has attained the FPQP® (Financial Paraplanner Qualified Professional) designation. When she is not in the office, Teri Ann can be found playing piano, crafting, or spending time with her amazing family. 

Duane Sturm
Duane Sturm

CRPC®

Financial Advisor, RJFS 
712-542-6334 

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Duane Sturm 

Financial Advisor, RJFS 

Some may call Duane a financial veteran. He has over 36 years’ experience in the financial industry from advising to managing. In 1999 Duane opened the doors of a Raymond James branch in Clarinda, Iowa.

Duane and his team specialize in helping clients implement wealth strategies including preservations of wealth.

Duane is married to his wife Susan. They have six adult children: Kiersten, Kelsey, Katie, Kyle, Keaton, and Quentin, and four grandchildren: Ava, Jaxson, Delaney, and Kyson. Duane enjoys hunting and golfing in his spare time. 

Brandon Kew

CFP®

Vice President, SageSpring 
402-715-4278

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Brandon Kew  

Vice President, SageSpring

Brandon Kew is a Financial Advisor at SageSpring and oversees and manages the Kew Wealth Team with offices in Omaha, NE and Clarinda, IA. Passionate about educating others, Brandon believes that providing comprehensive wealth services, including investment management, retirement planning, and tax planning, is his way of making a difference in the lives of others.

Brandon has almost a decade of experience in the financial services industry. He has attained the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) certification and holds the Series 7 and 66 securities licenses. Before joining SageSpring full time, Brandon honed his leadership skills through working with university students and training them on principles for success in business and life.

Originally from Boone, Iowa, Brandon graduated with honors from the University of Northern Iowa, earning a degree in Finance and Economics with a certificate in Entrepreneurship. Outside of the office, Brandon and his wife Amanda enjoy spending time with their two corgis, Georgia and Pippa. Brandon also enjoys traveling, rooting for the Green Bay Packers, and participating in marathons and other endurance races. 

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 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.