Our Omaha, NE Team

Executives

Paul West

CFP®, CAP, CExP™
Managing Partner

Peggy Monahan

Director, Carson Private Client

Wealth Advisors

Kyle Hatch

CFP®
Director & Private Client Wealth Advisor

Alex Jensen

CFP®, CPWA®, AEP®, CEPA®
Director, Carson Private Client Wealth Strategy

Chris Brostrom

CFP®
Senior Wealth Planner

Grant Nieland

CFP®
Wealth Advisor

Daniel Leal

CFP®, CRPC®
Wealth Advisor

Jon Springer

Managing Director, Wealth Advisor

David Carroll

CRPC®️, CWS
Managing Director, Wealth Advisor

Michele Schreck

Wealth Advisor

Blake Peterson

CEPA®
Wealth Advisor

Mark Lookabill

Wealth Advisor

Jason Comes

Wealth Advisor

Andrew Penke

Director, Foundational Planning

Operations

Molly Bredensteiner

Private Client Manager

Stephanie Knapp

Vice President, Advisor Support

Diane Stewart

Relationship Manager

Jessica Fricke

Relationship Manager

Mary McDonald

Relationship & Operations Manager

Shayla Kriha

Manager, Advisor Support

Gabbi Caito

Associate Wealth Planner

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner