Omaha, NE Office

Selah Ray is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, Selah worked at First National Bank of Omaha, Beardmore Chevrolet, and Bellevue Public Schools. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion across 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, providing discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.

Abdul Karim Safi is a CFP® with eight years of industry experience currently affiliated with SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors, offering tailored investment management, financial planning, and retirement plan consulting services. The firm combines multi-team scale and a mix of client types with access to OCIO and TAMP solutions alongside traditional wealth management.

Eric Shapiro is a CFP® with 11 years of industry experience and is affiliated with SageSpring Wealth Partners in Omaha, NE. He previously worked at Raymond James Financial Services from 2015 to 2024 and spent a year driving for Uber/Lyft. Shapiro leads his own practice, Eric J. Shapiro Wealth Team, within the Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management and financial planning, employing tailored portfolios that incorporate a range of asset types and using fundamental and technical analysis alongside periodic rebalancing.

Kai Meacham is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at Recreational Equipment Inc and multiple positions at the University of Nebraska-Lincoln. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets through a team of 75 advisors. The firm serves a broad range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based, discretionary approach.

Heather Bruntz is a financial advisor at SageSpring Wealth Partners in Omaha, NE, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services and various educational institutions. SageSpring Wealth Partners serves a diverse client base that includes both individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios and a mix of fundamental and technical analysis.

Krysia Gannon is a financial advisor at SageSpring Wealth Partners with a Series 66 designation and three years of industry experience. She previously worked for Robert W. Baird & Co. Incorporated for nine years and was involved with Jamberry Nails LLC for three years. SageSpring Wealth Partners serves a diverse client base that includes individual households, institutional clients, and plan sponsors, offering tailored investment management, financial planning, and consulting services that incorporate a wide range of asset types and strategies. The firm combines multi-team scale with access to OCIO and TAMP solutions alongside traditional wealth management.

Zachary Labroad is a CFP® with six years of industry experience, currently serving as a Team Lead Financial Advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services, Inc. for four years and has held various roles since 2014, including a position at Eagle Distributing. Outside of his advisory role, he is CEO of LaBroad Wealth Team, a support company based in Omaha. SageSpring Wealth Partners serves a diverse client base, including individual households across a range of wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting services, employing tailored portfolios and utilizing both fundamental and technical analysis alongside external manager relationships and platform tools.

Alexander Jacobs is a financial advisor at SageSpring Wealth Partners with six years of industry experience. He holds the CFP® and Series 63 designations. Jacobs previously worked at Raymond James Financial Services, Jason Houston, Northwestern Mutual Investment Services LLC, and Cassem Tierney. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving a diverse range of individual and institutional clients. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing goals-based portfolio management and leveraging third-party money managers and technology solutions.

Thomas Pugsley is a financial advisor at SageSpring Wealth Partners in Omaha, NE, holding a Series 65 credential with one year of industry experience. Prior to joining SageSpring, he worked at Acclaro Valuation Advisors, Lutz, Northwestern Mutual - Ludacka Wealth Partners, and served on staff at Creighton University and Brownell Talbot College Preparatory School. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad array of investment strategies and provides access to OCIO and TAMP solutions alongside traditional wealth management services.

Brandon Kew is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services for seven years and has experience from Southwestern Advantage. Outside of advisory work, he is involved in tax preparation and serves as the financial planner and CEO of the Kew Wealth Team. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing tailored discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a wide range of institutional client types and offers access to OCIO and TAMP solutions alongside traditional wealth management.

Matthew Atchison is a financial advisor with Sagespring Wealth Partners in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. He previously worked at Raymond James Financial Services from 2012 to 2024. Atchison is involved as an independent contractor with the Atchison Wealth Team and serves as an advisor and partner at Sagespring Wealth Partners. Sagespring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing various asset classes and leverages third-party manager relationships alongside proprietary tools and platforms to support client objectives.

Alex Prusa is a CFP® professional with five years of experience, currently serving at SageSpring Wealth Partners in Omaha, NE. His prior roles include positions at Raymond James Financial Services and First National Bank of Omaha. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans, banks, and government entities. The firm offers tailored investment management and financial consulting services, utilizing a range of strategies and third-party platforms to meet client objectives.

Christopher Cotignola is a CFP® with five years of experience in the financial industry, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience in education, including roles at Iowa Western Community College and Omaha Public Schools. Outside of finance, he owns PC Nola Productions, where he teaches private saxophone lessons and performs professionally with local bands. SageSpring Wealth Partners manages a diverse client base, including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using a mix of assets and leverages both internal and third-party resources to serve approximately 11,500 clients.

Jeffrey Casey is a Certified Financial Planner™ with ten years of industry experience. He has worked at SageSpring Wealth Partners since 2016, following brief tenures at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Casey serves as Vice President of a support company affiliated with his team and is CEO of a business that receives passive income from renewal commissions. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers tailored discretionary investment management and consulting services, utilizing a range of investment vehicles and a combination of fundamental and technical analysis.

Brett Murray is a CFP®-certified financial advisor at SageSpring Wealth Partners in Omaha, NE, with five years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Carson Group. Murray also supports lead advisor Matt Atchison with client relationships and business development. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a variety of investment strategies and provides access to OCIO and TAMP programs alongside traditional wealth management.