Carson Wealth Management Group


Contact Us

Carson Wealth Management Group
Headquarters
Carson Wealth Management Group
Dodge Plaza, 1st Floor
13321 California St
Omaha, NE 68154
888-321-0808
402-330-1668 Fax
carsonwealth@carsonwealth.com

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

CEO & Founder

Ron Carson, CFP®, CFS, ChFC
402-697-5444
rcarson@carsonwealth.com
President

Jonathan Foster
402-691-4490
jfoster@carsonwealth.com

Vice President, Operations

Michele Schreck
402-697-5474
mschreck@carsonwealth.com
Vice President, Tax & Finance

Amy Townsend, CPA
402-829-1720
atownsend@carsonwealth.com
Vice President, Affluent Wealth Planning
Mark Petersen, CPA, CFP®
402-691-4486
mpetersen@carsonwealth.com
 
Wealth Advisors
Jason Comes
402-697-5440
jcomes@carsonwealth.com
Mark Lookabill
402-697-5460
mlookabill@carsonwealth.com
Philip McBride
402-334-6270
pmcbride@carsonwealth.com
Dennis McMillan, CLU, ChFC
402-697-5473
dmcmillan@carsonwealth.com
Paul Neiffer, CFP®
509-728-9616 Kennewick
509-494-8482 Yakima
pneiffer@carsonwealth.com
Danny Noonan, CMFC
402-697-5470
dnoonan@carsonwealth.com
Diana Novoselska
402-334-6269
dnovoselska@carsonwealth.com
Tad Singer
402-697-5446
tsinger@carsonwealth.com
Steve Wilbur, CFS
402-697-5476
swilbur@carsonwealth.com
Matthew Vrzal
402-829-1792
mvrzal@carsonwealth.com
 
Compliance
Chris McMillan, JD
402-691-4488
cmcmillan@carsonwealth.com
Trading & Research

Micah Schmidt
402-829-1735
mschmidt@carsonwealth.com
Project Management

Ray Miller
402-334-6261
rmiller@carsonwealth.com
 
Portfolio Update Reporting

Lauren Goranson
402-691-4487
lgoranson@carsonwealth.com
Estate Planning

Elizabeth Schanou, JD
402-334-6266
eschanou@carsonwealth.com
Wealth Planning

Jessica Nagengast
402-334-6272
jnagengast@carsonwealth.com
 
New Business Coordinators
Rhonda Corliss
402-697-5461
rcorliss@carsonwealth.com
Faith Davis
402-829-1745
fdavis@carsonwealth.com
Martha DiGiacinto
402-691-4483
mdigiacinto@carsonwealth.com
Malorie Marsicek
402-691-4493
mmarsicek@carsonwealth.com
Christen Overman
402-829-1770
coverman@carsonwealth.com
Ducky Radik
402-334-6268
dradik@carsonwealth.com
 
Client Events

Kelsey Ruwe
402-697-5453
kruwe@carsonwealth.com
Marketing
Steve Knapp
402-334-6274
sknapp@carsonwealth.com
Media Contact - Cognito Media
Jason Lahita
310-246-9543
carsonwealth@cognitomedia.com
 
Human Resources

Shelly Kerber
402-334-6273
skerber@succeedwithpeak.com
 


This communication is strictly intended for individuals residing in the states of 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.