Mary has been with Carson Wealth Management since October 2002. She works part-time
on various administrative duties and helps cover the front desk. Mary is a graduate
from the University of Nebraska at Omaha and has extensive related experience
Mary was born and raised in Omaha. She and her husband, Bob, were married in February
1994, and have two children; Molly and Ryan. Recently, they added two Weimaraner
puppies to their family, Gus and Maddie. Mary enjoys her part-time schedule which
allows her the extra time with her family and for other activities as well.
Director of Marketing
Minna joined Carson Wealth Management Group in April of 2013. Minna graduated from University of Nebraska-Lincoln with a Marketing degree and brings over six years of digital, content and direct Marketing experience to her current role as Director of Marketing.
Minna and her husband Chris enjoy playing with their two dogs, Jordan Michael and Barkley Charles. Minna also likes running, attending sporting events and cooking.
Chasity Carodine joined Carson Wealth Management Group in February 2013 as an Accounting
Specialist. She has 10 years of experience in the financial services industry. Her
experience ranges from commission processing, operational support, client service
and research support.
Chasity has completed coursework toward a bachelor’s degree at the University of
Nebraska at Omaha. She enjoys spending time with her son and daughter as well as
hosting family events at her home.
Brett Carson, CFA
Director of Research
Brett joined Carson Wealth Management Group in September 2011. He spent the previous
12 years at GARP Research in Baltimore where he did deep, fundamental research on
small-to-mid cap companies for mutual and hedge fund clients. Brett received his
Chartered Financial Analyst designation in 2005.
Brett is an Omaha native that graduated from the University of Nebraska-Lincoln
in 1999. He married his wife Andrea in 2007 who is a local high school teacher.
Brett is an avid sports fan that enjoys playing golf, travelling overseas, and spending
time with his two dogs, Pablo and Boris.
Internal Advisor Growth Strategist
Chelsie Carson is a native of Omaha, Nebraska. She graduated from the University of Nebraska at Kearney with a Bachelor of Science in Business Administration and an emphasis in Marketing in 2010. Although Chelsie just recently joined Carson Wealth in May of 2011, she has been around the business her entire life.
Chelsie enjoys spending time with friends and loved ones, including her Yorkie, Daisi. She also takes pleasure in running, reading, boating, and any activities that allow her to be outdoors.
Senior New Business Coordinator
Rhonda joined Carson Wealth Management Group in March 2001. At that time, her primary
job responsibilities included preparing portfolio updates for client meetings. Since
then, she has moved into our Client Services area as a New Business Coordinator
where she processes paperwork for investment changes of new and existing client
On a personal note, Rhonda grew up in small-town Nebraska just west of Omaha. She
has three children; Ashley, Cameryn and Branden. She enjoys spending time with the
kids and working out.
Martha DiGiacinto joined Carson Wealth in January 2010. She graduated from the University
of Nebraska-Lincoln with a degree in Business Administration and from the University
of Nebraska at Omaha with a master’s degree in MIS. She brings both business and
IT experience to the firm.
Martha and her husband David are proud parents to Chris, William, and Anna and numerous
animals. Martha enjoys travelling, reading, and cheering for the Huskers.
Chief Compliance Officer
Bill joined Carson Wealth Management Group in April of 2012 as the Chief Compliance
Officer and will be focusing on all areas of compliance for the firm. Prior to his
association with CWMG, he was the Chief Compliance Officer for First Western Advisors
in Salt Lake City, Utah for the past 6 1/2 years. Bill has worked in the securities
industry for over 32 years and has been associated with firms such as Merrill Lynch,
Prudential Securities, and Wachovia Securities working in all areas of Operations
and Compliance. Bill received his Bachelor of Science degree in Business Administration
and Management from the University of Phoenix.
Bill and his wife Karen have been married 37 years and have 2 children and 2 grandchildren.
They enjoy traveling and spending time with their grandchildren. They are looking
forward to their new associations in Omaha.
Aaron Foster, CFA
Financial Analyst/Associate Wealth Advisor
Aaron joined the Carson Wealth Team in 2011 as a Financial Analyst/Associate Wealth
Advisor. A lifelong resident of the Omaha area, Aaron graduated cum laude from Creighton
University’s College of Business Administration in 2007 and immediately began work
as an Investment Analyst. Aaron recently completed the requirements to carry the
Chartered Financial Analyst (CFA) designation in 2011 and brings several years of
investment analysis experience to Carson. His research and analytical skill set
provide clients and the Carson Investment Committee with a deep and thorough understanding
of investment holdings.
While way from the office, Aaron enjoys spending time with his wife Melody and his
son Cameron, and is also an avid sports enthusiast.
Client & Team Services Specialist
Lauren began her association with Carson Wealth as an intern in June 2007. She graduated
from Creighton University in May 2008 with a Bachelor of Science degree in Business
Management and Communications with an emphasis in Human Resources and began working
full time as a member of the Wealth Enhancement Group. In November 2011, she transitioned
into her current position as a Client & Team Services Specialist. Lauren's responsibilities
include administration of Human Resources functions as well as planning client and
Lauren is from Gordon, Nebraska and grew up on a ranch in the Sandhills. She enjoys
music, photography, playing volleyball and spending quality time with family and
Advisor Growth Strategist
Randy joined Carson Institutional Advisory in January 2013 as Advisor Growth Strategist. He was previously a Regional Vice President and Investment Consultant for two different Fortune 100 Companies. Randy has been in the financial services industry since 1994 and gained his experience with ING, Allianz, and Principal Financial Group. Randy earned a Bachelor of Arts degree in Business Administration from Central College in Pella, IA and an MBA from Drake University in Des Moines, IA.
A native of Prairie City, IA, Randy resides in Omaha with his wife Kristi, sons Jacob and Jonah, and his daughter Madeleine. Randy enjoys golfing, biking, boating, and spending time with his family.
New Business Coordinator
Lesley joined Carson Wealth Management in November 2012 as a New Business Coordinator.
She graduated from Wayne State College with a Bachelor of Science degree in speech
communication studies and English writing. She brings over 15 years of administrative
experience in various industries including banking and accounting.
Lesley is originally from Lyons, Nebraska and has been married to Michael since
2004. They have two children: Ian and Ella. Besides spending time with her family,
Lesley likes to watch movies, take impromptu road trips and watch Husker football.
New Business Coordinator
Shayla joined Carson Wealth in 2011 as a New Business Coordinator. Prior to joining
Carson Wealth Management Group, she worked in Radio Advertising in Omaha for nearly
10 years, helping her clients with their business marketing plans. Shayla also worked
in Real Estate Sales and gained experience in the financial industry as a Financial
Advisor in the Omaha area.
Shayla is originally from Omaha, married Barry Kriha in 1998, and they have two
boys, Clayton and Bryce, who are active in hockey and soccer year round. She enjoys
spending time with her boys, family and friends, and every fall she really enjoys
attending Husker games in Lincoln. “Go Huskers”
New Business Coordinator
Teresa joined Carson Wealth Management in April 2011. At that time, she worked as
an Administrative Assistant, handling various administrative duties and helped cover
the front desk. Since then, she has moved into our Client Services area as a New
Business Coordinator. She attended St. Mary’s University in San Antonio, TX and
studied business and accounting. She was previously employed as an Office Manager
for a pre-employment screening company.
Teresa is originally from Omaha, married Tom Laughlin in 1983, and they have three
children and a grandchild. She enjoys going to the gym, reading, and spending time
with family and friends.
Chief Technology Officer
Ben Mathis joined Carson Wealth Management Group in April 2013 as the firm's Chief Technology Officer. He has worked in the technology field for more than 13 years, most recently serving as Vice President of Technology for PayFlex Systems USA, Inc., an industry leading Account Based Health Plan administrator. He has leadership experience in the financial services industry, including functioning as the head of IT Infrastructure at a Broker/Dealer.
Ben is a lifelong Omaha area resident and has been married to his wife, Dawn, since August 2002. Dawn works as a supervisor for the ESL department of a local school district. They enjoy spending time with friends and family, music, playing golf, and are avid fans of Husker football and of sports in general.
Institutional Transitions & Training Manager
Sherry joined Carson Wealth Management Group in April 2013 as the Institutional Transition & Training Manger for Carson Institutional Advisory. With nearly three decades of experience in the financial services industry, Sherry specializes in operations and compliance. She previously has held positions of Director of Operations for an Omaha based investment advisory firm and Vice President, Loan Operations for a Nebraska based bank.
Sherry is an Omaha native and has been married to her husband, Vincent since 1989. They have 2 wonderful children; daughter, Courtney and son, Neil. She enjoys watching movies, spending time with family and friends and traveling, especially anywhere there is a beach.
Senior New Business Coordinator
Ducky joined us in June 2006 as a New Business Coordinator. Previously employed
by the John Deere Company as a Branch Manager, Ducky brings to our team a wealth
of knowledge in business operations and a strong work ethic.
Ducky was born in Seoul, South Korea and raised in the heart of the true wine valley:
beautiful Sonoma, CA. After graduating from high school in western Montana, Ducky
flew to Omaha and has been calling it home ever since. In May 2008, she married
her husband Michael. They have three wonderful kids: One boy, Ryan, and two Boxers,
Capone and Missy Moo. In their free time, Ducky and her family enjoy fishing, watching
movies, and anything that makes them laugh.
Aimee Richards joined Carson Wealth Management Group in July of 2012 as an HR/Payroll
Specialist. She previously spent over 10 years at a Broker/Dealer focusing on Event
Planning, Project Management, and HR/Payroll.
Aimee and her husband, Todd, love spending time with their Boxer, Sammy. She also
enjoys cooking, working out, and following Husker football and volleyball.
Director of Client & Team Services
Kelsey Ruwe joined Carson Wealth in May of 2008 as the Client Event Coordinator
and transitioned to her current role as Director of Client & Team Services in Fall
of 2011. She graduated from the University of Nebraska-Kearney with a Bachelor of
Science degree in Business Administration and Economics. Kelsey brings with her
years of experience in member/client services as well as planning and organizing
Kelsey is originally from Gibbon, Nebraska. She enjoys playing volleyball and also
has a passion for running. In October 2009, she married her husband Chad. They both
enjoy spending time with family, friends and their yellow lab Lucy.
Managing Director of Strategic Opportunities
Aaron is the Managing Director of Strategic Opportunities. He graduated summa cum
laude from Creighton University with a Bachelor of Science degree in Finance. Growing
up in a family owned agricultural business, Aaron learned the importance of hard
work and Midwest values. He enjoys adding value to business owners who entrust Carson
Wealth with their wealth. Aaron holds securities licenses 7 and 66 with LPL Financial.
Aaron and his wife Jenna have a son, Madden, and reside in Omaha. Aaron enjoys spending
time with family, reading, and traveling.
Trade Desk Operations Manager
Micah has worked in the financial services field for more than five years. Micah
graduated from Northwestern College with a degree in Finance and Management and
the University of Nebraska Omaha with a MBA degree. Originally from Arthur, Iowa
Micah now lives in Omaha with his wife Shyla. Micah and his wife enjoy spending
time with their family and friends. Micah also enjoys running, riding his Harley,
and playing with his dog Chewie.
Vice President, Operations
Michele joined the Carson Wealth Management Group team in January 1993. Being brand
new to the business at that time, she worked very hard to become a professional,
knowledgeable and dependable part of Ron Carson`s team. She has had her Series 7
and 63 licenses for many years now and currently holds them with LPL Financial.
She is currently one of the team leaders.
On a personal note, Michele grew up in Carroll, Iowa and married in October 1974.
Her husband is a meat cutter and his job has taken them to Fremont, Nebraska, Beaumont,
Texas and now Omaha. It`s great to experience the different areas of the country,
but home is where the heart is. And that is the Midwest.
Michele joined Carson Wealth Management Group in February 2013 as an Administrative
Assistant, handling administrative duties, covering the front desk and assisting
with various projects throughout the office. Prior to joining Carson Wealth she
worked in radio handling Promotions and Advertising for nearly 8 years, helping
her stations and clients with their various marketing plans and branding.
Michele is originally from California near "The Bay Area" but calls Omaha her home.
She and her fiance Eric love spending time with their families and friends, going
to the lake, playing volleyball and Husker Football Games. GO BIG RED!
Amy Townsend, CPA
Amy Townsend holds an active CPA license and brings to the team both public and
private tax and accounting experience. Amy is a native of Columbus, Nebraska and
received her Bachelor’s degree and Master’s of Professional Accountancy from the
University of Nebraska-Lincoln. Amy’s public accounting background includes “Big
4” experience and encompasses the areas of individual tax and small business tax
and consulting. As part of her role, Amy oversees the PEAK Advisor Alliance Finance
Department and assists Carson Wealth Management Group with various accounting duties.
Amy began her role as Director of Finance for PEAK Advisor Alliance in July of 2011,
after being part of the Carson Wealth team since January of 2008. Amy enjoys spending
time outdoors, dance, reading, and quality time with her friends and family.
New Business Coordinator
Brandon joined Carson Wealth Management Group in March 2013 as a New Business Coordinator.
Prior to joining Carson Wealth he worked at LPL financial in San Diego for over
5 years and holds his Series 7 license through them. Brandon graduated from the
University of Nebraska Lincoln with a degree in Finance.
Originally from Omaha, he made the decision to move back from San Diego to be closer
to family and friends. He now lives with his girlfriend Donna and their new Golden
Retriever puppy, Hailee. In his spare time, Brandon enjoys spending time with his
nieces and nephews and reading history books. He is also a huge Nebraska football
Institutional Business Coordinator
Becky joined the Carson Wealth Management Group in March 2012 as the Institutional
Business Coordinator for Carson Institutional Advisory. She brings with her over
fifteen years of administration experience across several different industries to
include IT, Insurance and transaction processing.
Becky and her husband, Ike, have spent the last 20 years living and working in Seattle,
Denver and most recently San Antonio but made the decision to move back to Omaha
to be closer to family and friends. They are keeping busy reconnecting and getting
involved with all the great things that Omaha has to offer.
Becky and her husband share their space with Pepper, a 13 year old black lab mix.
Director of First Impressions
Jane has been working for Carson Wealth Management Group since January of 1999.
She really enjoys the personal contact she has with the clients. Over the years
she has had several other job duties integrated into her job description such as
payroll and Love Affair Marketing for our clients which keep things busy and exciting
Jane grew up in Tekamah, NE, and moved to Omaha in 1984. She has been married since
October of 2000 and has 2 step-sons. She enjoys reading, working out and taking
her Scottish Terrier on long walks.
New Business Coordinator
Bob joined Carson Wealth Management Group in January of 2011 bringing more than
10 years of industry experience to the firm. Originally from McCook Nebraska, he
now lives in Omaha with his wife Amanda and their twins, Ashlyn and Carson. When
he's not chasing his kids around the house, you can usually find Bob at the nearest