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®, CAP®
Managing Partner

Wealth Advisors

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

Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Michele Schreck

Wealth Advisor

Evan Eberly

Associate Wealth Advisor

Pete Mullen

Associate Wealth Advisor

Zach Reeg

Associate Wealth Advisor

Client Services

Peggy Monahan

Private Client Group Lead

Kristin Weber

Client Service Associate

Operations

Tammy Rasplicka

Registered Representative
Vice President, Operations

Justin Carlson

Operations Associate

Rhonda Corliss

Client Service Manager

Mandy Korpi

Operations Associate

Teresa Laughlin

Operations Associate

Abby Mack

Business Development Officer

Joanna Swanson

Vice President, Advisor Development

Pete Zielinski

Senior Operations Manager

Brokerage

Ryan Oleson

Director of Brokerage Operations

Finance

Kim Reed

Vice President, Finance

Austin Anderson

Billing Analyst

Mary Baber

Accounting Specialist

Aimee Richards

Senior Accountant

Compliance & Legal

Dan Tobin

Chief Risk Officer, Carson Group

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
Chief of Staff, Carson Group

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

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

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

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trading Specialist, Registered Rep.

Advanced Solutions Team

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Director, Carson Coaching

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Director of Wealth and Estate Planning

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®
Vice President, Wealth Planning

Ryan Yamada

Planner