Wealth Enhancement Group
Ed Meekins
Insurance Advisor
emeekins@carsonwealth.com
Ed is a native of Superior, NE and graduated from Creighton University College of
Business with a BSBA in Finance in 1998. Licensed and in the industry since 1999,
Ed’s role as an Insurance Advisor is to assess our clients risk and protection needs
and how they compliment their overall wealth portfolio. He holds his life and health
insurance licenses as well as his Series 7, 63, and 66 certification with LPL Financial.
Prior to joining Carson Wealth Management Group, Ed headed up the Investment Centre
at a community bank in Omaha for eight years.
Ed and his wife JoDe have been married since May 2001. They have two wonderful little
boys: Joey, born in 2008, and their most recent addition, Ben, who was born in 2011.
Ed enjoys spending time with his family and friends. His hobbies include watching
and supporting Creighton basketball, playing golf, and traveling.
Jessica Nagengast
Wealth Plan Design Coordinator
jnagengast@carsonwealth.com
Jessica joined Carson Wealth Management Group in 2008 as a Wealth Plan Design Coordinator.
Prior to joining Carson Wealth Management Group, Jessica worked in various capacities
with Securities America, ING and GlaxoSmithKline. A graduate from Marquette University
with a focus in finance and marketing, Jessica enjoys cycling, the outdoors, fine
art, and the Omaha music scene. Her ultimate aspiration in life is to help others
in need, in a meaningful way. Jessica also dedicates her time and resources as Marketing
Co-Vice President for Nebraska Friends of Foster Children.
Chris Oppliger, CPA
Director of Tax Planning and Wealth Enhancement Group
coppliger@carsonwealth.com
Chris brings a business career of over 30 years as a Certified Public Accountant
with extensive experience in taxation of family owned and closely held businesses
as well as executive tax planning. Chris also focuses on estate and family wealth
planning. Prior to joining Carson Wealth, Chris was a tax partner with a Central
Nebraska CPA firm for more than 25 years and was responsible for S corporations,
C corporations, Trusts, Partnerships (LLC's), and individual income tax planning
and preparation.
Chris grew up on a farm west of Columbus, NE near Silver Creek and graduated from
the University of Nebraska - Lincoln with a BSBA degree in accounting. He has been
in the public accounting profession for almost 30 years, and first learned federal
income tax law while employed by the U.S. Treasury upon graduation from college.
Chris now lives in Omaha with his wife Lynne. He enjoys walking, hiking, fishing
and spending time with his four grandchildren.
Mark Petersen, CPA and CFP®
Vice President of Affluent Wealth Planning
mpetersen@carsonwealth.com
Mark Petersen’s business career spans over 25 years of Certified Public Accounting
work, corporate treasury work and investment advisory work and more recently as
a Certified Financial Planning® practitioner. Mark graduated in 1982 from the University
of Nebraska and began his professional work in public accounting. He spent 13 years
in Houston, Texas where he worked in the Treasury department of Compaq Computer
Corporation. Upon leaving Compaq, Mark incorporated his Registered Investment Advisor
firm which he moved, in 1997, to his hometown, Omaha, Nebraska. In 2005, Mark and
his clients joined Carson Wealth Management Group. Today his role is Vice President,
Affluent Wealth Planning where he works with high net worth families.
Away from the office Mark enjoys time with the flock of Budgies and Meyer parrot
he and Jan make a home for. You will regularly find him on the golf course, behind
the grill or playing Mr. Fixit around the house.
Elizabeth Schanou, JD
Director of Wealth and Estate Planning
eschanou@carsonwealth.com
Beth joined Carson Wealth in October 2005. She received her JD degree with a Certificate
in Taxation from the University of Kansas and B.S. in Business Administration with
emphasis in Accounting from the University of Nebraska at Kearney. She is a member
of the Missouri Bar and licensed in Kansas as well.
Beth and Kurt have lived in various cities in Kansas, including Lawrence, Olathe,
and Gardner for five and a half years before returning to Omaha. They have two daughters
and two West Highland White Terriers. Beth enjoys time with family, traveling, photography,
and the outdoors.
Amy Townsend, CPA
Director of Finance
atownsend@carsonwealth.com
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.
Mindi Van Waart
Portfolio Update Coordinator
mvanwaart@carsonwealth.com
Mindi Van Waart started her career with Carson Wealth in January of 2012. She graduated
from Bellevue University with a Bachelor of Science in Business Administration.
Prior to joining Carson Wealth Management Group, she worked for American National
Bank as a teller.
Mindi was born and raised in a small town just south of Omaha, NE. When not working,
she values her quality time spent with family and friends. She also enjoys reading,
sports, dancing, and traveling whenever possible.
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