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Eric J. Shapiro Wealth Team

Building a Plan from Your Priorities

Being financially independent means having sufficient personal income to live, without needing to work actively for necessities. Our role is to help you arrive at the day when we both agree: You can now choose to work. It means a great deal to us to be part of this journey for our clients.

About Us

An important aspect of my practice is that we are independent advisors. This means that we are not obligated to sell any proprietary products and have the ability to choose from a wide variety of investment choices.

We always start our process with you, your priorities, and your questions; we build the plan and portfolio from there. In addition to investment management, we provide comprehensive investment and financial planning to help you effectively save for retirement or other large goals. We can also help you utilize tax planning strategies and transfer wealth.

Our process begins simply with a conversation, where we can begin to find out the details of your situation. We’ll discern your most important goals and concerns, and we’ll answer all your questions. You can reach out to us by phone or email to set up a complimentary consultation.

Meet Our Team

Learn more about each of the dedicated members of the Eric J. Shapiro Wealth Team.

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Eric Shapiro

CFP®

Vice President

402-884-7463

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Heather Bruntz

Financial Advisor

402-884-7463

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Kalli Mackling
Kalli Mackling

Client Service Associate

402-884-7463

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Carlleen Sturdivant

Client Service Associate

402-513-3146

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Our Services

Retirement Planning

– Retirement Withdrawal Planning
– Retirement Contributions
– Social Security Strategy
– Goal-Based Planning
– Pension Optimization
– Medicare Planning

Investments

– Investor Risk Assessment
– Portfolio Management
– Investment Selection
– Education Planning 
– Cash Management
– Asset Allocation

Tax Strategy

– Charitable Giving Strategies
– Roth Conversion Strategy
– Tax-Efficient Investing
– Tax Loss Harvesting
– Tax Return Review
– CPA Coordination

Business Owner

– Entity Structure Comparison
– Retirement Plan Consulting
– Buy Sell Agreements
– Employee Benefits
– Succession Planning

Estate Planning

– Estate Document Coordination
– Trust Implementation
– Beneficiary Review
– Asset Protection
– Legacy Planning

Risk Management

– Property & Liability Protection Analysis
– Emergency Fund Determination
– Long-Term Care Planning
– Life Insurance Analysis
– Disability Protection
– Key Man Insurance

Employer

– Employer Plan Contributions
– Retirement Plan Investments
– Option Execution Strategies
– Deferred Compensation
– Stock Plan Analysis

Other

– Behavioral Financial Coaching
– Divorce Settlement Consulting
– Debt Reduction Strategies 
– Windfall Investment Plans
– Money Movement
– Cashflow Analysis

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
402-884-7463

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866.712.1657
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Heather Bruntz

Financial Advisor
402-884-7463

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Heather Bruntz

Financial Advisor

Bringing together her passions for teaching, financial planning, and relationship-building, Heather helps individuals and families reach their personal financial goals by serving as a Financial Advisor on the Shapiro Wealth Team.

Hailing from central Nebraska, Heather earned her undergraduate degree at the University of Nebraska Kearney, in Accounting and Business Administration, and minored in music. She then pursued a Master of Arts in Teaching and enjoyed teaching math in the Omaha metro area for several years. Having personally experienced the benefits of exceptional, comprehensive financial planning as a former SageSpring client, she is excited to provide the same level of service to others.

Heather and her husband Tyson have been married for over 15 years. They have two sons, Briggen and Lucas, and a daughter named Marley, along with their first addition and loyal dog, Tucker. When not running to and from sports practices, tumbling classes, and music lessons, Heather and her family spend time playing outside, competing in family games, or traveling. 

Heather holds her Series 7 and Series 66 licenses.

Kalli Mackling
Kalli Mackling

Client Service Associate
402-884-7463

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Kalli Mackling 

Client Service Associate

As a Client Services Associate on the Eric J. Shapiro Wealth Team, Kalli Mackling plays a key role in maintaining strong client relationships and ensuring an exceptional client experience. With a background in education and healthcare recruiting, Kalli brings a people-first approach and a natural talent for organization and communication to every interaction.

Before joining the team, Kalli earned her degree in Elementary Education from the University of Nebraska at Omaha and spent several years teaching—an experience that honed her ability to support, listen, and connect with others. She later transitioned into healthcare recruiting, where her passion for working with people continued to shine. Since stepping into her current role, she’s found a perfect fit in client services, combining her interpersonal skills with a love for detailed, behind-the-scenes work.

Outside of the office, Kalli enjoys spending quality time with friends and family, being outdoors, and staying active. She and her fiancé, Hayes, are looking forward to their upcoming wedding in June 2025.

Chris Cotignola
Chris Cotignola

CFP®

Financial Planner

402-315-9679

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Chris Cotignola 

Financial Planner

Originally from Kennett Square, Pennsylvania, Chris brings with him a diverse background, having spent the first 9 years of his career as a high school band director. He holds a Bachelor of Science degree in music education from Messiah University and a Master of Music degree from Central Washington University. Every day he gets to draw from his experience as an educator to help guide clients to achieve their financial goals.

As leader of the Cotignola Wealth Team, Chris specializes in retirement planning, investment management, tax strategies, and personalized behavioral finance coaching. Chris first came to know of SageSpring Wealth Partners as a client of Eric Shapiro after going through Dave Ramsey’s Financial Peace University. Having worked hard to live on a budget, get out of debt, and save for the future, Chris knows the importance of having a financial plan and carrying it out. As a client of the company, joining SageSpring as an advisor felt like coming home. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds his Series 7, Series 66, Insurance, Annuity, Long Term Care, and Disability licenses and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC.

Outside of the office, Chris maintains an active schedule as a professional musician. He runs his own private saxophone studio in addition to playing with various bands throughout the region. In the little free time he has, you’re likely to find Chris on the soccer field or golf course.

Eric Shapiro
Eric Shapiro

CFP®

Vice President
402-884-7463

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Eric Shapiro  

Vice President

Growing up in Wayne, Nebraska, Eric learned the values of a strong Midwestern work ethic and a long term, conservative approach to money. After studying both finance and communications in his undergraduate studies, he realized the importance of financial literacy for folks working towards long-term goals. A passionate advocate of education, he obtained his MBA while working full-time. It’s important to him to stay educated about important factors in financial planning and capital markets as well as better ways to teach and guide others as they work towards their own priorities. Eric has great respect for Dave Ramsey and his track record of helping people get out of debt and create a better relationship with their giving, saving, and spending. He is a member of the SmartVestor Pro Program and has taken and facilitated Dave Ramsey’s personal finance program called Financial Peace University.

Eric is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds his Series 7, Series 66, Insurance, Annuity, Long Term Care, and Disability licenses and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC.

Life is not meant to be lived for money, but with it! Eric, his wife, Hillary, an accomplished expressive arts therapist, their young son, Max, and their faithful, furry, four-legged friend, Eleanor Rigby (Ellie) enjoy exploring the country and world and appreciating all of the amazing food that it has to offer. When he wants to take a break from numbers, he spends time making the best sounds he can on his guitar.

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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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. 

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Travis Curatolo

Financial Associate

615.861.6134

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Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

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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.