Contact Us
Regional Offices
Carson Wealth Management Group
1020 N Center Parkway, Suite A
Kennewick, WA 99336
509-728-9616
Carson Wealth Management Group
111 University Parkway, Suite 111
Yakima, WA 98901
509-494-8482
Vice President, Operations
Michele Schreck
402-697-5474
mschreck@carsonwealth.com
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Vice President, Tax & Finance
Amy Townsend, CPA
402-829-1720
atownsend@carsonwealth.com
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Vice President, Affluent Wealth Planning
Mark Petersen, CPA, CFP®
402-691-4486
mpetersen@carsonwealth.com
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Wealth Advisors
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Jason Comes
402-697-5440
jcomes@carsonwealth.com
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Mark Lookabill
402-697-5460
mlookabill@carsonwealth.com
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Philip McBride
402-334-6270
pmcbride@carsonwealth.com
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Dennis McMillan, CLU, ChFC
402-697-5473
dmcmillan@carsonwealth.com
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Paul Neiffer, CFP®
509-728-9616 Kennewick
509-494-8482 Yakima
pneiffer@carsonwealth.com
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Danny Noonan, CMFC
402-697-5470
dnoonan@carsonwealth.com
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Diana Novoselska
402-334-6269
dnovoselska@carsonwealth.com
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Tad Singer
402-697-5446
tsinger@carsonwealth.com
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Steve Wilbur, CFS
402-697-5476
swilbur@carsonwealth.com
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Matthew Vrzal
402-829-1792
mvrzal@carsonwealth.com
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Compliance
Chris McMillan, JD
402-691-4488
cmcmillan@carsonwealth.com
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Trading & Research
Micah Schmidt
402-829-1735
mschmidt@carsonwealth.com
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Project Management
Ray Miller
402-334-6261
rmiller@carsonwealth.com
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Portfolio Update Reporting
Lauren Goranson
402-691-4487
lgoranson@carsonwealth.com
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Estate Planning
Elizabeth Schanou, JD
402-334-6266
eschanou@carsonwealth.com
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Wealth Planning
Jessica Nagengast
402-334-6272
jnagengast@carsonwealth.com
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New Business Coordinators
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Rhonda Corliss
402-697-5461
rcorliss@carsonwealth.com
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Faith Davis
402-829-1745
fdavis@carsonwealth.com
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Martha DiGiacinto
402-691-4483
mdigiacinto@carsonwealth.com
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Malorie Marsicek
402-691-4493
mmarsicek@carsonwealth.com
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Christen Overman
402-829-1770
coverman@carsonwealth.com
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Ducky Radik
402-334-6268
dradik@carsonwealth.com
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Client Events
Kelsey Ruwe
402-697-5453
kruwe@carsonwealth.com
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Marketing
Steve Knapp
402-334-6274
sknapp@carsonwealth.com
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Media Contact - Cognito Media
Jason Lahita
310-246-9543
carsonwealth@cognitomedia.com
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Human Resources
Shelly Kerber
402-334-6273
skerber@succeedwithpeak.com
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AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL,IN, KS, KY, MA, MD, MI, MN, MO,MS, NC,
NE, NJ, NM, NV, NY, OH, OR, OK, PA,RI, SC, SD, TN,TX, UT, VA, WA, WI, and WY. No
offers may be made or accepted from any resident outside these states.
IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment
adviser (IA), or IA representative may only transact business in a state if first
registered, or is excluded or exempt from state broker/dealer, investment adviser,
BD agent, or IA registration requirements, as appropriate. Follow-up, individualized
responses to persons in a state by such a firm or individual that involve either
effecting or attempting to effect transactions in securities, or the rendering of
personalized investment advice for compensation, will not be made without first
complying with appropriate registration requirements, or an applicable exemption
or exclusion.
For information concerning the licensing status or disciplinary history of a BD,
IA, BD agent, or IA rep, a consumer should contact his or her state securities law
administrator.
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