Our Omaha Team

Executives

Ron Carson

CFP®, ChFC®
Founder and CEO, Co-Chief Investment Strategist

Nelly Carson

Chief Comfort Officer

Alex Rodawig

Managing Director & Head of Carson Wealth

Aaron Schaben

President

David Screnar

Chief Financial Officer

Teri Shepherd

President

Paul West

CFP®
Managing Partner

Wealth Advisors

James Caldwell

Wealth Advisor

Jason Comes

Wealth Advisor

Shayla Kriha

Wealth Advisor

Mark Lookabill

CFP®
Wealth Advisor

Abby Mack

Business Development Officer

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Teresa Milner

Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Michele Schreck

Wealth Advisor

Paul West

CFP®
Managing Partner

Operations

Tammy Rasplicka

Registered Representative
Vice President, Operations

Pete Mullen

Relationship Manager

Justin Carlson

Operations Associate

Rhonda Corliss

Client Service Manager

Evan Eberly

Relationship Manager

Sebastien Holmes

Operations Associate

Mandy Korpi

Operations Associate

Teresa Laughlin

Operations Associate

Zach Reeg

Relationship Manager

Joanna Swanson

Vice President, Advisor Development

Kristin Weber

Operations Associate

Pete Zielinski

Director of Operations

Brokerage

Sarah Dukich

Brokerage Advisor

Ryan Oleson

Director of Brokerage Operations

Finance

Kim Reed

Vice President, Finance

Austin Anderson

Billing Analyst

Mary Baber

Accounting Specialist

Aimee Richards

Senior Accountant

Investments

Saumen Chattopadhyay

CFA®, CPA, FCA
Senior Vice President, Investment Platform

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

CFA®, CPA, FCA
Senior Vice President, Investment Platform

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Alyssa Zuck

Trading Specialist, Registered Rep.

Wealth Enhancement Group

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Elizabeth Schanou

JD
Director of Wealth and Estate Planning

Erin Wood

CFP®, CRPC®
Vice President, Wealth Planning

Ryan Yamada

Planner

Compliance & Legal

Dan Tobin

Chief Compliance Officer

JoAnn Abt

JD
Corporate Counsel

Cody Augustus

Regional Compliance Manager

Jeff Bornhoft

Regional Compliance Manager

Tara Carlson

Compliance Analyst

Dani Hampton

Compliance Manager

Mandi Liston

JD
Associate Counsel

Don Slaughter

Compliance Analyst

Mike Wieger

JD
Senior Associate Counsel

Marketing

Jud Mackrill

Chief Marketing Officer

Minna Burns

Vice President, Consumer Marketing

Human Resources & Events

Kelsey Ruwe

PHR
VP, Talent

Kristen Buell

Executive Assistant

Lauren Goranson

PHR
HR & Events Manager

Jill Hamilton

Events Coordinator

JoDee Klinker

Director of Talent Acquisition

Emily Rahav

Talent & Engagement Specialist

Katie Sautter

Concierge Associate

Jane Vlcek

Director of First Impressions