SEARCH
615.861.6100
Kew Wealth Team
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.

Facebook-square
Brandon-Kew-e1653403178563
Brandon Kew

CFP®

Vice President, SageSpring 

402-715-4278

Learn More
Envelope
Teri Ann Greenfield
Teri Ann Greenfield

FPQP®

Financial Professional, SageSpring

402-513-3147

Learn More
Envelope
Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring

402-513-3146

Learn More
Envelope Linkedin
Susan Harris
Susan Harris

Assistant, SageSpring

712-542-6334

Learn More
Envelope
Austin Gutknecht
Austin Gutknecht

Financial Advisor, SageSpring

Learn More
Envelope Linkedin
Kendra Hughes
Kendra Hughes

Client Services Specialist, SageSpring

712-542-6334

Learn More
Envelope

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.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

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

Recent Insights

senior happy couple taking selfie in tropical sea excursion with

Travel Tips For Retirees

For many, retirement can be an exciting time to do things you’ve always wanted to do, like spending more time with your family, learning new hobbies, and traveling. And now that you are retired, the

Read More +
active multi generation family with dog walking along shore on winter beach vacation

Why Generational Wealth Matters

Generational wealth may seem like a lofty concept or a buzzword, but in actuality, it’s something many of us strive to build for our families. For most people, they want to be generous with their

Read More +
VIEW ALL BLOGS

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.

Read full Disclosure

 

© 2023 |  Associated with Raymond James

SEARCH
615.861.6100
Austin Gutknecht
Austin Gutknecht

Financial Advisor, SageSpring

Envelope

Austin Gutknecht  

Financial Advisor, SageSpring 

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. 

Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate, SageSpring 
402-513-3146

Envelope Linkedin-in

Carlleen Sturdivant 

Client Service Associate, SageSpring 

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.

In her current role serving the Eric Shapiro Wealth Team and the Brandon Kew Wealth Team—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 and quickly became clients. 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 SageSpring team.

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 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. 

Kendra Hughes
Kendra Hughes

Client Services Specialist, SageSpring 
712-542-6334

Envelope

Kendra Hughes 

Client Services Specialist, SageSpring 

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, SageSpring
712-542-6334

Envelope

Susan Harris 

Assistant, SageSpring 

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 

Envelope

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 

Envelope

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®

Vice President, SageSpring 
402-715-4278

Envelope

Brandon Kew  

Vice President, SageSpring

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. 

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

Envelope Linkedin-in

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.