Blog

Getting to Know: Lauren Goranson

Lauren joined Carson Wealth in June 2007 as an intern with the firm. She has held various roles including assisting the Wealth Enhancement Group, preparing portfolio updates for clients and serving as Ron’s Executive Assistant. She now focuses on the administration of Human Resources functi …

Getting to Know: Jeff Bornhoft

Jeff joined Carson Wealth in July 2016 as a Compliance Specialist. Prior to joining Carson Wealth, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision).

Getting to Know: Mandy Korpi

I joined Carson Wealth in April 2016 and have been working as an Operations Associate on the Operations Team. I previously worked in the Special Education world, and my most recent work experience prior to Carson Wealth was as a Staffing Manager at a local staffing firm. 

Getting to Know: Pete Zielinski

Pete joined Carson Wealth as a Client Service Manager in April 2015. He brings nine years of industry experience with a focus in Licensing and Registration, Operations, and most recently, two years working for a back-office portfolio accounting solution.

Getting to Know: Kelsey Ruwe

Getting to Know: Kelsey Ruwe, Director of Human Resources Kelsey joined Carson Wealth in May 2008 as an Event Coordinator and Executive Assistant to Ron. Her passion for helping and developing others led her to the Human Resources department in 2011. 
1 2 3 4 5 6 7

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

TweetsFollow Us

Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

Download Now!