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®
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®
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
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.
Teresa joined Carson Wealth Management Group as a Wealth Advisor in April 2013. Teresa began her career in the financial services industry with a small independent firm in Omaha. She then was associated with Principal Financial Group before joining forces with CWMG. Inspiring clients to achieve their financial goals is what Teresa is most passionate about at CWMG. Education is a major factor in assisting clients with making decisions regarding their financial health.
Teresa was born and raised in Southwest Iowa, and has been a lifelong resident of the area. She enjoys golf, tennis, riding bicycles, boating, snowboarding, gardening, and spending time with her family and friends. Teresa was blessed with 3 children; Christopher, Sarah and Nicholas. Two have graduated from Iowa State University and one that will soon. Teresa volunteers for the Boys & Girls Club of the Midlands and is also an active member of her church.
Jessica Nagengast, CFP®
Jessica graduated from Marquette University’s College of Business Administration
with a Bachelor of Science with a focus in Finance and Marketing. Jessica has been
with Carson Wealth Management Group since 2008 and has earned her Certified Financial
Planner™ (CFP®) designation. Prior to becoming an Associate Wealth Advisor, Jessica
was a Wealth Plan Design Coordinator at Carson Wealth, creating holistic financial
Jessica is dedicated to giving back to the community and serves on the board for
Nebraska Friends of Foster Children. In her free time she enjoys cycling, the outdoors,
art, and music.
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
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.