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Cotignola Wealth Team

Begin with the End in Mind

When you dream about your life in the future, what do you see? We begin our process by learning about what is most important to you, and then we make a plan together to create that reality. Through our collaborative process, you’ll have us as a guide to help teach and lead you throughout your journey towards financial independence. 

About Us

The Cotignola Wealth Team specializes in demystifying complex financial concepts for our clients. We strive to empower our clients with the knowledge they need to make sound financial decisions over the course of their lives that will help them reach their goals. We start by getting to know you, both where you are in life now, and where you hope to be in your future. Then, we build a plan together and walk alongside you as your trusted guide. The Cotignola Wealth team uses our extensive knowledge of budgeting, investment management, insurance planning, tax planning, and estate planning to help you build, protect, enjoy, and effectively transfer your wealth.

It all starts with a conversation. Reach out to us today for a complimentary phone consultation.

Meet Our Team

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

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Chris Cotignola

CFP®

Financial Planner, SageSpring  

402-315-9679

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Christina Hausner

Client Services Associate, SageSpring

402.513.7004

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Carlleen Sturdivant

Client Service Associate, SageSpring

402-513-3146

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Our Services

Retirement Planning

– Retirement Withdrawal Planning
– Retirement Contributions
– Social Security Strategy
– Goal-Based Planning
– Pension Optimization
– Medicare Planning

Investments

– Investor Risk Assessment
– Portfolio Management
– Investment Selection
– Education Planning 
– Cash Management
– Asset Allocation

Tax Strategy

– Charitable Giving Strategies
– Roth Conversion Strategy
– Tax-Efficient Investing
– Tax Loss Harvesting
– Tax Return Review
– CPA Coordination

Business Owner

– Entity Structure Comparison
– Retirement Plan Consulting
– Buy Sell Agreements
– Employee Benefits
– Succession Planning

Estate Planning

– Estate Document Coordination
– Trust Implementation
– Beneficiary Review
– Asset Protection
– Legacy Planning

Risk Management

– Property & Liability Protection Analysis
– Emergency Fund Determination
– Long-Term Care Planning
– Life Insurance Analysis
– Disability Protection
– Key Man Insurance

Employer

– Employer Plan Contributions
– Retirement Plan Investments
– Option Execution Strategies
– Deferred Compensation
– Stock Plan Analysis

Other

– Behavioral Financial Coaching
– Divorce Settlement Consulting
– Debt Reduction Strategies 
– Windfall Investment Plans
– Money Movement
– Cashflow Analysis

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.

What to Expect at an Appointment

Step 1

We get to know you.
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.

Step 2

We work to understand your goals.
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.

Step 3

We introduce you to our tools.
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.

Step 4

We create a lasting relationship.
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.

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
402-315-9679

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Disclosure Information

Privacy Policy

© 2024 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.

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© 2024 |  Associated with Raymond James  |  Client Summary

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866.712.1657
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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. 

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Chris Cotignola

CFP®

Financial Planner, SageSpring | Investment Professional, RJFS

402-315-9679

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Chris Cotignola 

Financial Planner, SageSpring | Investment Professional, RJFS

Originally from Kennett Square, Pennsylvania, Chris brings with him a diverse background, having spent the first 9 years of his career as a high school band director. He holds a Bachelor of Science degree in music education from Messiah University and a Master of Music degree from Central Washington University. Every day he gets to draw from his experience as an educator to help guide clients to achieve their financial goals.

As leader of the Cotignola Wealth Team, Chris specializes in retirement planning, investment management, tax strategies, and personalized behavioral finance coaching. Chris first came to know of SageSpring Wealth Partners as a client of Eric Shapiro after going through Dave Ramsey’s Financial Peace University. Having worked hard to live on a budget, get out of debt, and save for the future, Chris knows the importance of having a financial plan and carrying it out. As a client of the company, joining SageSpring as an advisor felt like coming home. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds his Series 7, Series 66, Insurance, Annuity, Long Term Care, and Disability licenses and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC.

Outside of the office, Chris maintains an active schedule as a professional musician. He runs his own private saxophone studio in addition to playing with various bands throughout the region. In the little free time he has, you’re likely to find Chris on the soccer field or golf course.

Raymond James is not affiliated with and does not endorse the opinions or services of Dave Ramsey’s Financial Peace University. 

carlleen sturdivant 1
Carlleen Sturdivant

Client Service Associate, SageSpring 
402-513-3146

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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.

Carlleen has been with SageSpring for two years assisting financial advisors and providing 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.

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, 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. 

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Christina Hausner

Client Services Associate, SageSpring 

402.513.7004

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Christina Hausner 

Client Services Associate, SageSpring 

Christina Hausner is a Client Services Associate at SageSpring Wealth Partners. Christina collaborates closely with advisors as the main point of contact for clients. Her day-to-day responsibilities include processing and tracking client account activity as well as working to ensure the team maintains an exceptional level of service as the practice grows.

With a career in the financial services industry spanning more than 25 years, Christina joined SageSpring Wealth Partners seeking a role where she could continue assisting clients while working within a close-knit team. She was drawn to SageSpring due to the quality and care of service the firm provides to clients and its commitment to helping others.

Born and raised in Omaha, Christina received a Bachelor of Arts degree in English from the College of Saint Mary. Outside of the office, she and her husband, Mike, are avid sports fans and enjoy watching and cheering for the Omaha Storm Chasers, Creighton Blue Jays, Kansas City Royals, Kansas City Chiefs, and Nebraska Cornhuskers. Christina also enjoys reading and spending time with her family and friends. 

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

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.