Our Omaha, NE Team

Executives

Alex Rodawig

Managing Director & Head of Carson Wealth

Joanna Swanson

Vice President, Sales & Development

Paul West

CFP®, CAP®, CExP
Managing Partner

Wealth Advisors

Kyle Hatch

CFP®
Senior Wealth Advisor, Private Client Services

Jim Caldwell

Wealth Advisor

Jason Comes

Wealth Advisor

Mark Lookabill

Wealth Advisor

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Teresa Milner

CDFA®
Wealth Advisor

Pete Mullen

Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Michele Schreck

Wealth Advisor

Daniel Leal

CRPC®
Associate Wealth Advisor

Client Services

Diane Stewart

Client Service Manager

Nicole Ray

Private Client Manager

Peggy Monahan

Private Client Manager

Priscilla Fiala

Client Service Manager

Vinie Goracke

Client Service Manager

Operations

Alex Jensen

CFP®, CPWA®, AEP®
Wealth Strategist

Brady Marlow

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

Denise Scofield

Client Service Associate

Justin Carlson

Senior Client Service Associate

Lisa Wisnia

Client Service Associate

Mary McDonald

Client Service Associate

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Josh Russell

CFA®
Portfolio Manager

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading 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®
Senior Wealth Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner