Mark brings broad financial knowledge and diverse experience to his leadership role of the Enhanced Services Team. He maintains an active CPA license in Nebraska and Texas as well as a Sickness, Accident and Health insurance license in Nebraska.
A native of Omaha, Nebraska, Mark graduated from the University of Nebraska, Lincoln where he majored in Accounting. He worked for a Certified Public Accounting firm and in the treasury department of Compaq Computer Corporation before starting his own investment advisory firm and tax practice in Houston, Texas. He moved the firm to Omaha in 1997. Mark joined Carson Wealth Management Group in May, 2005.
Mark enjoys playing golf or bicycling when he finds the time. He also enjoys tinkering with minor home repairs and landscaping projects. He maintains an interest in cooking and grilling but mostly enjoys devouring the end products of his labors. He and his wife have a Meyer’s Parrott and sixteen Budgies to occupy their time. The addition of a heated birdbath leads to their year round enjoyment attracting wild birds, squirrels, rabbits, a hawk, a raccoon and even a possum.
Kathy is a native of Omaha, NE., and graduated from the University of Nebraska with a Bachelor of Science degree in journalism.She was a founding partner of a successful business that marketed products and services for Fortune 500 companies.
In 1992 Kathy started working with Ron Carson, first as a client, and then transitioned into the business, eventually as the long-term care specialist for the firm.While working with Ron, she obtained her Series 6, Series 63 with LPL, as well as the Life, Health and Variable Annuity Licensing with the state of NE. In 1998 Kathy relocated to the Jersey Shore as a Registered Representative with Mutual of Omaha.While in NJ, Kathy worked with clients in implementing solutions tailored to their specific financial goals and insurance needs.The solutions included life insurance, disability coverage, long-term care and Medicare supplement coverage.She also assisted clients in meeting their investment goals through annuity and mutual fund investing. Kathy returned to Omaha and began working with Carson Wealth Management Group in October of 2006.She is working with all clients to provide long-term care coverage, life insurance and other solutions designed to minimize risk. Kathy has one son, Ryan, and two cats.Her hobbies are reading, wine tasting, traveling, being on the beach, and spending time with family and friends.
Beth joined Carson Wealth in October 2005.She received her JD degree with a Certificate in Taxation from the University of Kansas and B.S. in Business Administration with emphasis in Accounting from the University of Nebraska at Kearney.She is a member of the Kansas Bar Association and the Missouri Bar. Beth and Kurt have been married since June 2000, and have lived in various cities in Kansas, including Lawrence, Olathe, and Gardner for five and half years before returning to Omaha.They have one child, Alison, born in April 2006, and two West Highland White Terriers.In her free time, Beth volunteers with Westie Rescue of Missouri, Inc. helping to foster, rehabilitate, and find forever homes for westies in need.
Amy Townsend holds an active CPA license and brings to the team over 5 years of public accounting experience where she primarily specialized in tax preparation and planning. Amy is a native of Columbus, Nebraska and received her Bachelor’s degree and Master’s of Professional Accountancy from the University of Nebraska-Lincoln. Amy’s public accounting background includes “Big 4” experience and encompasses the areas of individual tax, small business tax and consulting, and corporate tax.
Amy and her husband Jon moved back to the Omaha area in 2006, after spending 2 years in Kearney, Nebraska.Amy joined the Carson Wealth team in January of 2008 and is excited to be part of an organization that truly believes client service and satisfaction is of utmost importance.In her free time, Amy enjoys spending time outdoors, exercising, reading, and quality time with her friends and family.
Lauren began her association with Carson Wealth Management as an intern in June of 2007 where she assisted New Business with various projects.While attending Creighton University she was very active in her sorority, business fraternity and New Student Orientation.After graduating in May of 2008 with a Degree in Business Management and Communications, she accepted a full time position as an Enhanced Services Specialist.Lauren's responsibilities include assisting with the wealth plan process as well as preparing client updates and scheduling meetings. Lauren is from Gordon, Nebraska and grew up on a ranch in the Sandhills.She loves music and enjoys singing and dancing.She also enjoys photography, going to the lake, Husker athletics, playing sports, spending time with family and friends and traveling any chance she gets.
