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Labroad Wealth Team
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

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Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring

402-513-3144

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daniel ahlbrandt
Daniel Ahlbrandt

Client Services Associate, SageSpring | Branch Associate, RJFS

615-861-3506

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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
402-513-3144

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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

SEARCH
615.861.6100
daniel ahlbrandt
Daniel Ahlbrandt

Client Services Associate, SageSpring | Branch Associate, RJFS
615-861-3506

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Daniel Ahlbrandt

Client Services Associate, SageSpring | Branch Associate, RJFS

Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate 
402-513-3144 

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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

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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

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. 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 grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s 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.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.