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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 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

402-513-3144

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Carlleen Sturdivant

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
Valerie Jones
Valerie Jones

Client Service Associate, SageSpring Wealth Partners
402-513-7004

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Valerie Jones

Client Service Associate, SageSpring Wealth Partners

Valerie Jones is the welcoming face of the LaBroad/Cotignola Wealth Team as their Client Services Associate. Serving as the first point of contact for clients, Valerie is responsible for processing and tracking all client account activity while efficiently carrying out operational duties for the team. 

Born and raised in St. Louis, MO, Valerie graduated from the University of Missouri-St. Louis with a BS in Elementary Education. She brings her strong organizational skills and attention to detail from her educational background into her role at SageSpring.

Married for 19 years to her husband Jon, Valerie is a proud mother to three daughters: Madison (17), Meredith (14), and Makenna (13). The family also shares their home with the sweetest mini goldendoodle named Molly, who brings joy and laughter to their lives. An avid St. Louis Cardinals fan, Valerie loves spending her free time at the lake or cheering on her daughters at their ball games.

carlleen sturdivant 1
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

Financial Advisor
402-513-3144

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Zach LaBroad 

Financial Advisor

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. 

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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.