Carson Wealth Management Group

Wealth Advisors

Chelsie Carson

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

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

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

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

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

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

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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