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Casey Wealth Team

Financial Advice in Your Best Interests, Not Ours

We specialize in providing exceptional customer service and developing strong relationships with clients. Helping you build and maintain wealth while planning for the future is our primary objective. We do this through deep knowledge of markets, investments, taxes, and savings.

About Us

When we first meet with our clients, we analyze their retirement savings, current income, and future goals. With this knowledge in hand, we begin crafting a comprehensive financial plan that will lead our clients to their desired outcomes. Since we are independent advisors, you don’t have to worry that we are pushing any particular funds or products. Instead, we take the options that are available and suggest only the investments we think would work best for you, your age, life stage, goals, and risk tolerance.

We find fulfillment in assisting clients in preparing for their future. We would love to meet with you to learn more about your current financial plan and offer our suggestions. Set up a complimentary meeting to learn more about our approach.

Meet Our Team

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

Jeff Casey
Jeffrey Casey

CFP®

Financial Advisor

402.932.4949

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Becky Whitman
Becky Whitman

Client Service Associate

402.932.4949

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Karim Safi
AbdulKarim “Karim” Safi

MBA, CFP®

Financial Planner

402.932.4949

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Adam Yowell
Adam Yowell

Financial Apprentice

402.932.4949

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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
402.932.4949

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866.712.1657
AbdulKarim "Karim" Safi

CFP®, MBA

Financial Planner
402.932.4949

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AbdulKarim “Karim” Safi

Financial Planner

AbdulKarim Safi (Karim) is a Financial Planner at SageSpring with The Casey Wealth Team in Omaha, NE. Karim is an Omaha native and is of Lebanese heritage. He grew up in both Omaha and Lebanon throughout his life, is trilingual, and is a proud University of Nebraska Omaha alumni with both his Bachelor of Science in Business Administration with concentrations in Finance, Investments, and Banking and his MBA.

Karim began his professional career in the financial services industry in 2016 and is passionate about educating clients regarding insurance planning, retirement planning, tax planning, and investment management. He also earned his CFP® (CERTIFIED FINANCIAL PLANNER™) certification in July of 2022 and holds his Series 7 and 63 securities licenses, as well as a life and health insurance license.

Outside of the office, Karim enjoys spending time with family, friends, and his cat, Lulu. He also enjoys watching movies, doing practically anything sports-related, and has a huge passion for music as he always has something playing in the background.

Devin Lowenberg
Devin Lowenberg

Financial Advisor, SageSpring 

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Devin Lowenberg

Financial Advisor, SageSpring 

Devin Lowenberg is a Financial Advisor at SageSpring Wealth Partners. As part of the Jeff Casey Wealth Team, Devin collaborates closely with Jeff Casey and Becky Whitman to deliver exceptional client service. As a participant in the firm’s mentorship program, Devin focuses on supporting the Team in providing comprehensive financial planning and investment management services to clients.

Devin brings a history of service to the Team, having previously served as an intelligence analyst in the United States Army before attending the University of Wisconsin-Madison. Every day he seeks to utilize the service-minded attitude and analytical skill sets he developed during his years of service to help our clients achieve their financial goals.

Originally from Cross Plains, Wisconsin, Devin is an avid fan of the Green Bay Packers and the Wisconsin Badgers. Outside of the office you can find him hiking along nature trails and spending time with friends and family. 

Becky Whitman

Client Service Associate 
402.932.4949

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Becky Whitman  

Client Service Associate 

Prior to working at SageSpring Wealth Partners, Becky Whitman spent seven years in banking and has been in the investment industry since 2006. She brings a wealth of client service experience, having previously worked at Lutz Financial, Carson Wealth Management, and First National Investments and Planning as a client service specialist.

Becky is the first point of contact for the Casey Wealth Team and is responsible for the day-to-day processing and tracking of all client account activity. She also provides extraordinary service and communication to all clients along with carrying out operational duties for the team. With over 15 years of experience, Becky has a wealth of knowledge that helps her ensure that all client requests are completed in a timely and professional manner.

Interested in SageSpring Wealth Partners because of the “small, close knit feel” of the office, Becky is especially impressed with the genuine care and guidance that the team provides its clients. She enjoys working with an amazing team of professionals who are always willing and eager to lend a hand. The team really cares about their clients, and she loves forming those personal relationships.

Outside of work, Becky loves spending time with her 11-year-old daughter, Blayne. The two love to do craft projects, shop, decorate, watch movies, or just hang out together. She is also very close to her parents and sister and adores her seven-year-old nephew, Kallan. She loves meeting new people and being social. 

Jeffrey Casey

CFP®

Financial Advisor
402.932.4949

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Jeffrey Casey  

Financial Advisor

I grew up in the small community of Ashland, Missouri, as the youngest of three boys. I’m lucky that my parents have loved us while remaining faithfully committed to each other for over 50 years. I earned my business degree from Central Methodist University, where I continued my childhood passion of playing baseball.  During this time, I spent several summers with The Southwestern Advantage Company internship program, running a business in New England. Both experiences taught me valuable lessons about leadership, perseverance, and the transformative power of doing hard things consistently.

In my early twenties I met my favorite person, Kim. After years of friendship, we fell in love and married in 2011. We have two children, Paige (12) and Luke (10), and I cherish the time I get to spend coaching their sports teams and helping them and their teammates grow both personally and athletically.

Following college, I spent several years working in the insurance side of the financial industry before finding my dream career as a financial planner. In 2016, this opportunity led us to Omaha, where I joined SageSpring. I’m incredibly fortunate to work alongside a team of dedicated professionals who share enthusiasm for serving our clients. We are passionate about building meaningful relationships and helping them navigate the many important decisions throughout different phases of life.  Whether it’s planning for retirement, managing wealth, tax efficiency, estate planning, gifting, or business transitions, our team works closely with clients to ensure their plans reflect their values and long-term goals.

I hold my Series 7, Series 66, and various insurance licenses. I’m most proud to have earned and maintain the CERTIFIED FINANCIAL PLANNER™ designation, which reflects my commitment to the highest standards in financial planning. When I’m not working or coaching my kids’ sports teams, I like playing golf, traveling, enjoying good food and drink with friends, and of course experiencing life’s adventures with Kim. 

Thank you for taking the time to discover a little more about me. I would love the opportunity to meet you and learn about your values, goals, and how we can work together to create a financial plan that fits your unique needs.

travis bio
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.

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.