Financial Advice That Makes the Complex Simple

Our Paraplanner Noah consistently strives to make clients feel appreciated and welcomed when they walk through the door. Whether he is greeting clients, generating reports, working with financial software, or navigating across the many Carson platforms, his role includes supporting his team so they can serve clients to the best of their ability.

Noah received his Accounting and Finance undergraduate degrees from Trinity University in San Antonio and is currently working toward an MBA at the University of Texas at El Paso. He has ample experience in customer service and completed a finance internship with Carson Wealth.

Outside of work, Noah enjoys spending time with my family and friends and also takes pleasure in playing basketball, working out at the gym, walking his dogs, reading nonfiction books, and investing in stocks. Investing has been a passion of his since a young age, so looking at financial statements and assessing the financial condition of a business is one of his favorite things to do. He also loves identifying and studying consumer trends in the market because it provides valuable insight into the performance of a company.