Labroad Wealth Team

Custom-Tailored Comprehensive Financial Planning with Prudent Guidance, Care, and Trust at its Core

Developing a plan around what matters most to you is just the starting point. We take that plan and help clients achieve financial confidence and reassurance in retirement. That’s our passion—using the ongoing consultation process to help you create a clear path to your dreams.

About Us

No two people are exactly the same. That’s why we strive to create a custom-tailored plan built upon the characteristics and fingerprints specific to you. One of the fundamentals of our ongoing investment process is understanding that your plan has life—it is constantly changing and evolving. Our team is there when changes occur to alleviate stress and instill confidence moving forward. 

While our team operates from offices in both Omaha and Lincoln, Nebraska, we are grateful to serve clients all over the country. For every client, we strive to add value through sound, calculated advice and the continued development of client relationships. We have the hearts of teachers and want to ensure that you view us as your partner. 

The LaBroad Wealth Team welcomes the opportunity to discuss your financial needs, and we hope to see you soon!

Meet Our Team

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

Zach Labroad
Zach Labroad

Financial Advisor, SageSpring
Investment Professional, RJFS

402-513-3144

Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring

402-513-3144

Sara Hoppe
Sara Hoppe

Administrative and Project Support Associate, SageSpring

615-861-6129

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
402-513-3144

Recent Insights

615.861.6100
Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate 
402-513-3144 

Carlleen Sturdivant  

Client Service Associate 

Before joining Southwestern Investment Group, 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 ten years, assisting individuals with preparing and gaining employment.

In her current role serving the wealth advisors at both Eric Shapiro and Brandon Kew’s offices —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. 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 Southwestern Investment Group team.

When it comes to what Carlleen loves most about working at Southwestern Investment Group, 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. 

Zach Labroad
Zach Labroad

Financial Advisor, SageSpring | Investment Professional, RJFS 
402-513-3144

Zach Labroad 

Financial Advisor, SageSpring | Investment Professional, RJFS 

Zach LaBroad is a Financial Advisor at SageSpring, specializing in retirement planning, tax efficient strategies, and investment management. Leader of the LaBroad Wealth Team, Zach is always seeking new ways to provide exceptional service to his clients.

Zach began his career as a Financial Advisor based on a desire to help people, combined with a strong passion for finance. He was drawn to SageSpring by the high level of service they provide to clients and their commitment to helping others while having the heart of a teacher. Before his current role, he was a member of the SageSpring mentorship program and an advisor on Jeff Casey’s Wealth Team.

Zach graduated from the University of Mississippi in 2018 with a bachelor’s degree in managerial finance. He has his Series 7, Series 66, and insurance licenses. Outside of the office, Zach enjoys golf, hockey, and traveling to see family. 

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.