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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.

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Brandon Kew

CFP®

Executive Vice President

402-715-4278

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Austin Gutknecht

Financial Advisor

712-542-6334

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Alex Jacobs

CFP®

Financial Planner

402-513-3147

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Carlleen Sturdivant

Client Service Associate

402-513-3146

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Susan Harris
Susan Harris

Assistant

712-542-6334

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Kendra Hughes

Client Services Specialist

712-542-6334

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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

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Disclosure Information

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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© 2024 |  Associated with Raymond James  |
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866.712.1657
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Alex Jacobs

CFP®

Financial Planner
402-513-3147

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Alex Jacobs 

Financial Planner

Alex Jacobs is a Financial Planner at SageSpring with The Kew Wealth Team, serving clients in Omaha, NE, and Clarinda, IA. Alex developed a passion for financial planning after experiencing Dave Ramsey’s “Financial Peace University” course during his senior year of high school and has followed that passion ever since. Alex believes financial stability and having a comprehensive plan in place for everything life can bring is key to a fulfilling retirement and a happy life.

Alex began his career in the financial services industry back in 2013 and has almost a decade of experience educating clients regarding insurance planning, retirement planning, tax planning, and investment management. He earned the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) certification in March of 2020 and holds his Series 6 and 63 securities licenses, as well as a life and health insurance license.

Alex was born and raised in Omaha, Nebraska, and graduated from the University of Nebraska Omaha in 2016, with a triple major concentration in commercial banking, corporate finance, and portfolio sciences. Outside of the office, Alex enjoys spending time with his cairn terrier, Gray. Alex also enjoys playing the guitar, cheering for the Indianapolis Colts, and has a passion for general knowledge trivia.

Austin Gutknecht
Austin Gutknecht

Financial Advisor

712.542.6334

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Austin Gutknecht  

Financial Advisor

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. 

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Carlleen Sturdivant

Client Service Associate
402-513-3146

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Carlleen Sturdivant 

Client Service Associate

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.

Carlleen has been with SageSpring for two years assisting financial advisors and providing 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.

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, 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
712-542-6334

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Kendra Hughes 

Client Services Specialist

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
712-542-6334

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Susan Harris 

Assistant

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®

Executive Vice President
402-715-4278

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Brandon Kew  

Executive Vice President

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. 

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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.