Wealth Advisors
Chelsie Carson
ccarson@carsonwealth.com
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.
Jason Comes
jcomes@carsonwealth.com
Jason has over 18 years experience. He started his career with Carson Wealth Management Group in 1991. Jason
prides himself on specializing in financial planning for high net worth families and business owners.
A native of Tekamah, Nebraska, Jason now resides in Omaha with his wife, Melissa, and their four children, Nico,
Gianna, Adrianna, and Serena. His hobbies include golf, running, reading, and anything outdoors.
Mark Lookabill, CFP®
mlookabill@carsonwealth.com
Born and raised in Council Bluffs, Iowa, Mark has been a lifelong resident of the Omaha Metro area.
He graduated from Creighton University’s College of Business Administration with a BSBA in Finance and
Economics in 1993. Mark has been with Carson Wealth Management Group since August 1998 and has his
Certified Financial Planner ™ (CFP®) certification. He specializes in comprehensive wealth planning with a
select group of clients, including affluent individuals and families, executives and business owners.
Prior to becoming a wealth advisor in 2005, Mark was a Team Leader at Carson Wealth, overseeing the areas of
client marketing, portfolio updates, trading and research.
Mark and his wife Jill have been married since August 2003. They have two wonderful children, Lauren and Jack. Mark’s
passions include spending time with his family and friends, playing golf and poker, and reading.
Philip McBride, CFP®
pmcbride@carsonwealth.com
Phil graduated summa cum laude from the University of Nebraska at Lincoln with a Bachelor of Science degree in agricultural
economics and received his Masters degree from Valparaiso University. Phil grew up on a farm in Western Nebraska, near Ogallala,
where he learned about the importance of hard work, family, and responsibility. Through this background, Phil was exposed at an
early age to commodities and developed an interest in the market. Prior to joining the firm, he worked as a financial advisor,
as an educator, and at the Chicago Board of Trade. Phil has earned his Certified Financial Planner (CFP®) designation.
He believes deeply in giving back to the community and is an active member of the TeamMates youth mentoring program.
He was a past recipient of the Big Brother of the Year award, and spent two years serving inner city youth in Chicago.
While Phil is deeply committed to working with children, he also enjoys traveling, watching Husker football, and
spending time outdoors.
Dennis McMillan, CLU, ChFC
dmcmillan@carsonwealth.com
Dennis joined the firm in 2001. After spending three years as the CFO he transitioned into advising clients on a
full time basis. Previous to joining Carson Wealth, Dennis was a Regional CEO in Omaha for Lincoln Financial.
In 1970, Dennis graduated from Wichita State University with a Bachelor of Business Administration. He received
his Masters of Science in Financial Services & Masters of Science in Management from American College 1987. His
designations are Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Dennis has over 30
years of experience, specializing in estate and retirement planning.
Dennis and his wife, Debra, were married in 1992 and they have three children, Joy, Marcus, and Jessica.
Tad Singer
tsinger@carsonwealth.com
Tad Singer is a native of Omaha, Nebraska. Prior to joining Carson Wealth Management Group in 1998, Tad had his
own practice with American Express Financial Advisors and also worked in New York on Wall Street. Tad has over
10 years of investment experience in developing and implementing financial plans for individuals as well as
corporations. Tad’s role as wealth advisor is to provide the financial planning tools needed for our clients
to be prosperous and successful.
Tad spends his free time with the American Red Cross as well as the occasional round of golf at some of the
local golf courses.
Steve Wilbur, CFS
swilbur@carsonwealth.com
Steve graduated from Chadron State College with a Bachelor of Science in Finance and started his career as a
financial advisor in 1997. Steve is a Certified Funds Specialist (CFS). Steve began his financial practice
with American Express Financial Advisors before joining Carson Wealth Management Group in September 2000.
He is currently working on his Masters of Science in Financial Services (MSFS) from the Institute of Business
and Finance.
Steve is a native of Storm Lake, IA and graduated from Storm Lake Senior High School. He was a 4 time state
qualifier in wrestling and placed 5th his junior year at 125 lbs and 2nd his senior year at 130 lbs. He
attended the Business Horizons workshop his junior year and won a top achievement award for his team’s business
plan. He received a scholarship for wrestling from Chadron State College and wrestled there for 2 years. His
junior year he received a scholarship to become an admissions ambassador to the college. He was also a resident
advisor for two years at Andrews Hall for a floor of 50 guys. Steve married his beautiful wife Stava in October
of 1998. They have been blessed with two children: Ely, their son and Maya, their daughter. Steve's hobbies
involve water sports, golf, and weight training.
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