Kate Rehberg

Kate believes the foundation of great financial advice begins with listening. She is passionate about understanding each client’s unique story and building trusted relationships that help them navigate important financial decisions with confidence. Whether she’s answering questions, solving complex planning challenges, or serving as a reliable resource, Kate is committed to ensuring every client feels supported and cared for throughout their financial journey.

Kate has spent her entire professional career with Carson Wealth, where she has developed her knowledge alongside experienced advisors while growing within the financial planning profession. She earned a bachelor’s degree in Finance from Indiana University and an MBA from the University of Northern Colorado while competing as a Division I softball player at both universities. Her experience as a student-athlete instilled the discipline, resilience, and work ethic she brings to every client relationship.

Kate is a CERTIFIED FINANCIAL PLANNER® professional who works with clients on retirement planning, tax strategies, investment management, and cash flow planning. She is passionate about simplifying complex financial concepts into practical, personalized strategies that align with each client’s goals and values, empowering them to make confident financial decisions.

A lifelong Omaha native, Kate returned home after college to be closer to family and build her career in the community that shaped her. Outside the office, she enjoys spending time with family and friends, taking cycling classes, baking gluten-free treats, coaching youth softball in Omaha, and spending time with her puppy, Lola.

Kate Rehberg is not affiliated with Cetera Wealth Services LLC, member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.