Our Omaha Team

Executives

Ron Carson

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

Paul West

CFP®, CAP®, CExP
Managing Partner

Nelly Carson

Chief Comfort Officer

Alex Rodawig

Managing Director & Head of Carson Wealth

Aaron Schaben

President

Teri Shepherd

President

Wealth Advisors

Daniel Leal

CRPC®
Associate Wealth Advisor

Pete Mullen

Wealth Advisor

Michele Schreck

Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Teresa Milner

CDFA®
Wealth Advisor

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Mark Lookabill

Wealth Advisor

Jason Comes

Wealth Advisor

Jim Caldwell

Wealth Advisor

Kyle Hatch

CFP®
Senior Wealth Advisor, Private Client Services

Client Services

Peggy Monahan

Private Client Manager

Kristin Weber

Client Services Manager

Operations

Tammy Rasplicka

Registered Representative
Vice President, Client Service

Justin Carlson

Senior Client Services Associate

Abby Mack

CExP
Director, Strategic Development

Brady Marlow

CFP®, CAP®­, CPWA®, CExP­­
Wealth Planner

Alex McHugh

Partnership Development Consultant

Joanna Swanson

Vice President, Sales & Development

Pete Zielinski

Senior Operations Manager

Finance

Kim Reed

Senior Vice President, Finance and Accounting

Mary Baber

Accounting Specialist

Aimee Elsasser

Senior Accountant

Compliance & Legal

Dan Tobin

Chief Risk Officer

Cody Augustus

Regional Compliance Manager

Jeff Bornhoft

Regional Compliance Manager

Tara Carlson

Compliance Analyst

Dani Hampton

Compliance Manager

Don Slaughter

Compliance Manager, Ad Review

Mike Wieger

JD
Mergers & Acquisitions Manager

Marketing

Minna Burns

Vice President, Consumer Marketing & Events

Human Resources & Events

Kelsey Ruwe

SHRM-CP, PHR
Chief of Staff

Kristen Buell

Executive Assistant

Lauren Goranson

PHR
Director, Human Resources

Jill Hamilton

Event Producer

JoDee Klinker

Director of Talent Acquisition

Katie Sautter

Concierge Associate

Jane Vlcek

Director of First Impressions

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Shane Weaver

Director of Operations

Paul Ganow

Financial Professional

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations 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

Senior Trade Support Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner