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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 alike, and your financial plan shouldn’t be either. We build thoughtful, customized strategies around your unique goals, priorities, and circumstances. As life evolves, so should your plan. That’s why we take an ongoing, proactive approach, adapting alongside you to help reduce uncertainty and bring clarity to each decision along the way.

From our office in Omaha, we’re proud to serve clients locally and across the country. Our focus is simple: deliver clear, well-reasoned advice and build relationships grounded in trust. We view our role not just as advisors, but as partners: guiding, educating, and helping you make confident financial decisions over time.

Our Team believes informed clients make better decisions. We welcome the opportunity to learn more about you and help you move forward with purpose.

Meet Our Team

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

Zach LaBroad
Zach LaBroad

CFP®

Financial Advisor

402-513-3144

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Carlleen Sturdivant
Carlleen Sturdivant

Client Service Associate

402-513-3144

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Dan Mathews
Dan Mathews

Client Service Associate

402-513-3144

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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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866.712.1657
Dan Mathews

Client Service Associate
402-513-3114

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Dan Mathews

Client Service Associate

Before joining SageSpring Wealth Partners, Dan Mathews spent four years in client services, including three years in the financial and insurance industries with Mutual of Omaha Advisors and AAA Life Insurance. He joined the LaBroad Wealth Team in January 2026, where he plays a key role in keeping the day-to-day operations running smoothly behind the scenes.

Dan was drawn to the industry by a genuine desire to help people in his community, along with a growing interest in financial services. What stood out to him about SageSpring was the firm’s strong values and team-oriented culture. He takes pride in delivering a high level of service, communicating clearly with clients, and continuing to learn so he can better support both the team and the people they serve

Born and raised in Omaha, Nebraska, Dan enjoys spending his time outside of work following sports, listening to music, and getting out on the golf course. He’s a big fan of the Nebraska Cornhuskers, Kansas City Royals, and Kansas City Chiefs. Most of all, he values time with close friends and making memories with his family.

Carlleen Sturdivant

Client Service Associate 
402-513-3144 

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Carlleen Sturdivant  

Client Service Associate 

Before joining SageSpring Wealth Partners, 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 SageSpring Wealth Partners team.

When it comes to what Carlleen loves most about working at SageSpring Wealth Partners, 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

CFP®

Financial Advisor
402-513-3144

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Zach LaBroad 

Financial Advisor

Zach LaBroad is a Certified Financial Planner™ professional and Financial Advisor at SageSpring Wealth Partners, where he leads the LaBroad Wealth Team. He works with individuals and families focused on building, preserving, and efficiently transitioning wealth.

Zach’s perspective on financial planning was shaped early on by seeing firsthand the long-term impact of financial decisions. That experience, combined with a passion for finance developed in college, drives his commitment to helping clients make thoughtful, disciplined decisions and steward their wealth with intention over time.

His expertise spans retirement planning, tax-efficient strategies, and disciplined investment management. Zach takes a highly customized, planning-first approach: designing strategies around each client’s goals, values, and long-term vision. He believes effective financial planning is dynamic, not static, and provides ongoing guidance to help clients navigate complexity with clarity and confidence.

As a CFP® professional, Zach operates under a fiduciary standard, integrating all aspects of a client’s financial life into a cohesive, forward-looking plan. He is known for simplifying complex concepts and delivering advice that is both strategic and actionable.

Zach earned his degree in Managerial Finance from the University of Mississippi and holds his Series 66 registrations, along with insurance licenses.

Based in Omaha, Nebraska, Zach serves clients locally and across the country. Outside of his professional work, he enjoys golf, hockey, spending time with family, and serving within the community. 

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.