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 the Team

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

Zach LaBroad

Financial Advisor, SWIG
Investment Professional, RJFS

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Carlleen Sturdivant

Client Service Associate

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Sara Hoppe

Administrative and Project Support Associate, SWIG

Contact Our Team

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Our Location

15808 W. Dodge Road, Suite 103
Omaha, NE 68118

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