Our Financial Advisors

With offices across the country and a cutting-edge technology that helps us meet you where you are, our financial advisors serve clients anywhere in the United States. In addition, we have entire teams of executive leaders, experienced financial planners, investment professionals, researchers and more devoted to helping you find and pursue True Wealth.

Search for a team member below, or read on for what you should look for when selecting a financial advisor.

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Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Jamie Carroll

CFP®
Managing Partner, Wealth Advisor

Brandon Woodard

Wealth Advisor & Insurance Specialist

Brad Doyle

Wealth Advisor

Justin Ehle

CFP®, CLU®
Wealth Advisor

Jeff Maynard

AIF®
Partner, Wealth Advisor

Andrew Nigrelli

AIF®, RFC®, CMFC®
Managing Director, Partner & Wealth Advisor

Patrick Healy

CFP®
Wealth Advisor

Bill Newell

Wealth Advisor

Chris Tobey

Wealth Advisor

Russ Nieland

CFP®, AIF®
Managing Director, Partner & Wealth Advisor

Charlie Weber

CFP®, CRC®
Managing Partner, Wealth Advisor

KC Pochobradsky

Wealth Advisor

James "Jim" Anderson

CFP®
Senior Wealth Advisor

Chris Graw

CLU®, ChFC®, CFP®
Senior Wealth Advisor

Jon Read

CFP®
Senior Wealth Advisor

Chris Conmy

AWMA®
Wealth Advisor

Jill Gosz

Wealth Advisor

Mike Kabarec

CPA, CFP®, EA, PFS
Senior Wealth Advisor

Mark McCallum

CFP®, MBA
Wealth Advisor

Lisa Thuer

Wealth Advisor

Beth V. Walker

Wealth Advisor

Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Chris Smith

Wealth Advisor

Danny Barker

Wealth Advisor

Jamie Carroll

CFP®
Managing Partner, Wealth Advisor

Jeff Maynard

AIF®
Partner, Wealth Advisor

Lindsey Toole

Wealth Advisor

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Bonnie Bailey

CFP®
Advisor Resource Manager

John Saunders II

EA
Senior Wealth Advisor

Ashley Sowers

Wealth Advisor

Scott Toms

CIMA®
Senior Wealth Advisor

Benjamin Bender

CFP®
Partner & Wealth Advisor

Milo Park

Wealth Advisor

Andrew Nigrelli

AIF®, RFC®, CMFC®
Managing Director, Partner & Wealth Advisor

Patrick Healy

CFP®
Wealth Advisor

Bill Newell

Wealth Advisor

Chris Tobey

Wealth Advisor

Alan Wright

Managing Director, Wealth Advisor

Iker Pimienta

Wealth Advisor

Robert C. Phillips

CFP®, CFA®, CPA
Managing Director, Partner & Wealth Advisor

Leslie Thompson

CFA®, CPA, CDFA™, AIF®
Managing Director, Partner & Wealth Advisor

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Hussein Elgohary

CFP®
Wealth Advisor

Emily Lee

CFP®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

John Saunders II

EA
Senior Wealth Advisor

Michael Spiegler

CPA
Private Wealth Advisor

Jay Cumbie

AIF®
Wealth Advisor

Ted DeLisi

AIF®, CKA®
Partner & Wealth Advisor

Penelope Paugh

ChFC®, CPFA, RICP®
Wealth Advisor

Andrew Nigrelli

AIF®, RFC®, CMFC®
Managing Director, Partner & Wealth Advisor

Patrick Healy

CFP®
Wealth Advisor

Bill Newell

Wealth Advisor

Chris Tobey

Wealth Advisor

Scott E. Cadwell

CFP®, CPA
Partner, Wealth Advisor

James Caldwell

Wealth Advisor

Jason Comes

Wealth Advisor

Shayla Kriha

Wealth Advisor

Mark Lookabill

CFP®
Wealth Advisor

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Teresa Milner

CDFA®
Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Michele Schreck

Wealth Advisor

Pete Mullen

Associate Wealth Advisor

Zach Reeg

Associate Wealth Advisor

Paul West

CFP®, CAP®
Managing Partner

Eric Wishan

M.A.
Managing Director, Partner & Wealth Advisor

Alexander Reed

CFP® ChFC® RICP®
Wealth Advisor

Matthew Gomoll

Partner, Wealth Advisor

Brad Dillon

Managing Director, Partner & Wealth Advisor

John Harty

Wealth Advisor

Teresa Milner

CDFA®
Wealth Advisor

Trey Andrew

Wealth Advisor

David McMenamin

CFP®, ChFC®
Managing Director, Partner & Wealth Advisor

Brad Dillon

Managing Director, Partner & Wealth Advisor

Clifford York

Wealth Advisor

Anna Fagan

AWMA®
Partner, Wealth Advisor

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor

Matt Friedrichsen

RICP®
Wealth Advisor

Jason Juhl

RICP®
Wealth Advisor

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Selecting a Financial Advisor

What should you look for in a financial advisor? It starts with yourself and your personal best interests. At Carson Wealth, our financial advisors are fiduciaries – putting your interests ahead of their own.

Think of it this way: You hire a doctor to help you pursue wellness. You trust this person with your health, and you want them on your team. It should be the same with your financial plan. You want a financial advisor who will help you pursue true wealth – whatever true wealth means to you.

Our financial advisors are located across the country. We serve every type of client – from young families to large estates, business owners, retirees (and soon-to-be retirees), widows, individuals who have built wealth, and those who are building wealth.

What Does a Financial Advisor Do?

It’s a common question: What does a financial advisor do? With all the investment tools and technology at your disposal, your financial advisor needs to be worth the fees you pay. That’s why we focus on value.

We provide value through the services we offer – which go much deeper than just investments – and through the transparency of our fees. We’ve studied all aspects of financial advice, we’re certified, we’re experienced, and we put your interests ahead of our own. Carson Wealth clients have access to all of our services.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Tax Planning

Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Carson Private Client

Highly complex needs can require sophisticated solutions. Carson Private Client members get the one-on-one support they need.

Do I Need a Financial Advisor?

We are asked all the time: Do I even need a financial advisor? At what point does a do-it-yourselfer need a financial collaborator? The answer is different for every person. We have clients who are looking to build wealth, looking to protect wealth, and looking to pass wealth onto the next generation. In other words: We serve every type of investor.

Whether you’re looking for just one specific service – like a college savings plan for your children or a Roth IRA to supplement your 401(k) – we can help. In fact, we collaborate with you to help you pursue your goals.

Our financial advisor team brings multiple certifications, decades of experience and highly specialized education and training. But more than anything, we want to deliver on our promise:

Fiduciary Advice

Fiduciary comes from the Latin for “trust.” Our financial advisors work by the fiduciary standard, which means we put your interests first – not commissions, not agendas. We only succeed when you do.

Comprehensive Planning

Your assets are just that – yours. Our financial services team will help you clarify the values and goals that drive your financial life. Money is a relationship business, not a mere numbers game, and each person’s journey is unique.

Straightforward Fees

Our financial advisors will fully explain our fee structure right away so you know what you’re paying for what you’re getting – because trust starts with transparency. You should know the value you’re receiving up front.

Advice in Common Language

If you can’t explain it clearly, then you don’t really know it – these are words our financial advisors live by. Our goal is to remove the jargon and complication in financial advice to keep you informed on your personalized plan. Keep it simple. Keep it clear.

Recognized Experience

We have the certifications, awards and team that prove our depth and nationally recognized experience. But that’s not what we hang our hat on. We take pride in your accomplishments – a well-executed financial plan, a legacy you leave to your children, or the ability to retire in confidence.