Our Omaha, NE Team

Executives

Alex Rodawig

Managing Director, CWM

Joanna Swanson

Vice President, CWM Operations and Advisor Support

Paul West

CFP®, CAP®, CExP
Managing Partner

Wealth Advisors

Kyle Hatch

CFP®
Director & Private Client Wealth Advisor

Jim Caldwell

Wealth Advisor

Jason Comes

Wealth Advisor

Mark Lookabill

Wealth Advisor

Pete Mullen

Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Michele Schreck

Wealth Advisor

Daniel Leal

CRPC®
Wealth Advisor

Camille Koppenberg

Wealth Advisor

Brady Marlow

CFP®, AEP®, CAP®, CPWA®, CExP™
Director, Carson Private Client Wealth Strategy

Alex Jensen

Director, Carson Private Client Wealth Strategy

Client Services

Diane Stewart

Client Service Manager

Nicole Ray

Private Client Manager

Peggy Monahan

Director, Carson Private Client

Priscilla Fiala

Client Service Manager

Vinie Goracke

Client Service Manager

Operations

Denise Scofield

Client Service Associate

Erik Tena-Vigil

CFP®
Carson Private Client Wealth Planner

Lisa Wisnia

Client Service Associate

Mary McDonald

Client Service Manager

Patrick Bevan

CFP®, FBS®
Carson Private Client Wealth Planner

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

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

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

Erin Wood

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

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions