Wealth Advisors
Jason Comes
jcomes@carsonwealth.com
Jason has over 18 years experience. He started his career with Carson Wealth in
1991. Jason prides himself on specializing in financial planning for high net worth
families and business owners. Jason holds his securities licenses 6, 7, 63 and 65
with LPL Financial as well as health, life, and annuity licenses with the State
of Nebraska.
A native of Tekamah, Nebraska, Jason now resides in Omaha with his wife, Melissa,
and their four children, Nico, Gianna, Adrianna, and Serena. His hobbies include
golf, running, reading, and anything outdoors.
Mark Lookabill
mlookabill@carsonwealth.com
He was born and raised in Council Bluffs, Iowa and has been a lifelong resident
of the Omaha Metro area. Mark graduated from The Creighton University College of
Business Administration with a BSBA in Finance and Economics in 1993. Mark has been
with Carson Wealth Management Group since August 1998. He holds Series 7, 63 and
66 licenses with LPL Financial as well as Life, Health and Annuities licenses. Mark
is currently a Wealth Advisor working with a select group of clients that include
affluent individuals and families, executives, and business owners. Prior to becoming
a wealth advisor, Mark was a Team Leader for three years overseeing the areas of
Client Marketing, Portfolio Updates, Trading and Research. Mark is currently working
to attain his Certified Financial Planner (CFP®) designation.
Mark and his wife Jill have been married since August 2003. They have two wonderful
children, Lauren and Jack. The family enjoys their Chihuahua named Chewie. In his
free time, Mark enjoys spending time with his family and friends. His hobbies include
golf, poker and reading.
Philip McBride
pmcbride@carsonwealth.com
Phil graduated summa cum laude from the University of Nebraska at Lincoln with a
bachelor of science degree in agricultural economics and received his masters degree
from Valparaiso University. Phil grew up on a farm in western NE near Ogallala,
where he learned about the importance of hard work, family, and responsibility.
Through this background, Phil was exposed at an early age to commodities and developed
an interest in the market. Prior to joining the firm, he worked as a financial advisor,
as an educator, and at the Chicago Board of Trade. Phil holds Series 7 and 66 licenses
with LPL Financial, along with insurance licenses and is currently working on his
Certified Financial Planner (CFP) designation.
He believes deeply in giving back to the community and is an active member of the
TeamMates youth mentoring program. He was a past recipient of the Big Brother of
the Year award, and spent two years serving inner city youth in Chicago. Phil and
his wife Shannon were married in 2005, and they are both deeply committed to working
with children. Shannon serves as a teacher in the Papillion–La Vista School District.
In their free time, they enjoy traveling, watching Husker football, and spending
time outdoors.
Dennis McMillan, CLU, ChFC
dmcmillan@carsonwealth.com
Dennis joined the firm in 2001. After spending three years as the CFO he transitioned
into advising clients on a full time basis. Previous to joining Carson Wealth, Dennis
was a Regional CEO in Omaha for Lincoln Financial.
In 1970, Dennis graduated from Wichita State University with a Bachelor of Business
Administration. He received his Masters of Science in Financial Services & Masters
of Science in Management from American College 1987. His designations are Chartered
Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Dennis has over
30 years of experience, specializing in estate and retirement planning.
Dennis and his wife, Debra, married in 1982 and they have three children, Joy, Marcus,
and Jessica
Danny Noonan, CMFC
dnoonan@carsonwealth.com
With five years in the investment industry, Danny's experience includes wealth management
for successful professional athletes, executives, business owners and affluent individuals.
Before joining Carson Wealth, Danny served as a wealth advisor at Financial Network
in Lincoln, specializing in investing for high net worth individuals.
Danny graduated from the University of Nebraska with a Bachelor of Science Degree.
He has earned the Chartered Mutual Fund Counselor (CMFC) designation and has completed
NASD licenses 7, 63,65 and Life Insurance licenses. To complement his responsibilities
at Carson Wealth Management Group, Danny is currently completing the Certified Financial
Planner Professional Education Program.
Danny has appeared in numerous publications including The Midlands Business Journal,
Lincoln Journal Star and The Omaha World-Herald.
A native of Lincoln. NE, Noonan played football at the University of Nebraska from
1983 to 1987. He was an All-American defensive tackle in 1987 and Big 8 Athlete/Academic
of the Year. Danny also played six years in the NFL with Dallas, Greenbay, and Denver,
before retiring in 1993.
Danny and his wife, Julie, have four children, Sydney, Sam, Maverick and Alec. Danny's
hobbies include spending time with his family, wine, reading and kick-boxing.
Aaron Schaben
aschaben@carsonwealth.com
Aaron graduated summa cum laude from Creighton University with a Bachelor of Science
degree in Finance. Aaron is currently pursuing Level III of the Chartered Financial
Analyst (CFA) designation. Growing up in a family owned agriculture based business
in Columbus, NE, Aaron is focused on assisting the agricultural community achieve
their financial objectives. Aaron holds securities licenses 7 and 66 with LPL Financial
as well as life and health insurance licenses.
Aaron and his wife, Jenna, married in 2008. Aaron’s hobbies include reading, spending
time with family and friends, hunting, and traveling.
Tad Singer
tsinger@carsonwealth.com
Tad Singer is a native of Omaha, Nebraska. His professional credentials include
his series 7, 63, and 65 licenses with LPL Financial as well as life, health, and
annuities licenses for the state of Nebraska. Prior to joining Carson Wealth Management
Group in 1998, Tad had his own practice with American Express Financial Advisors
and also worked in New York on Wall Street. Tad has over 10 years of investment
experience in developing and implementing financial plans for individuals as well
as corporations. Tad’s role as wealth advisor is to provide the financial planning
tools needed for our clients to be prosperous and successful.
Tad spends his free time with the American Red Cross as well as the occasional round
of golf at some of the local golf courses.
Steve Wilbur, CFS
swilbur@carsonwealth.com
Steve graduated from Chadron State College with a Bachelor of Science in Finance
and started his career as a financial advisor in 1997. Steve has the Series 7 and
63 licenses with LPL Financial, as well as Health and Life Insurance license, and
is a Certified Funds Specialist (CFS). Steve began his financial practice with American
Express Financial Advisors before joining Carson Wealth Management Group in September
2000. He is currently working on his Masters of Science in Financial Services (MSFS)
from the Institute of Business and Finance.
Steve is a native of Storm Lake, IA and graduated from Storm Lake Senior High School.
He was a 4 time state qualifier in wrestling and placed 5th his junior year at 125
lbs and 2nd his senior year at 130 lbs. He attended the Business Horizons workshop
his junior year and won a top achievement award for his team’s business plan. He
received a scholarship for wrestling from Chadron State College and wrestled there
for 2 years. His junior year he received a scholarship to become an admissions ambassador
to the college. He was also a resident advisor for two years at Andrews Hall for
a floor of 50 guys. Steve married his beautiful wife Stava in October of 1998. They
have been blessed with two children: Ely, their two-year-old son and Maya, their
infant daughter. Steve's hobbies involve water sports, golf, and weight training.
Matt Vrzal
mvrzal@carsonwealth.com
Matt Vrzal is a native of Grand Island, Nebraska. He earned the chance to fulfill
a lifelong dream of playing football at the University of Nebraska-Lincoln. Matt
was a member of the 1994 and 1995 back-to-back National Championship teams and played
offensive line for one of the most dominant running attacks in college football
history. Matt earned his Bachelors Degree in Business Administration in 1997. After
college, he entered the hospitality industry, owning and operating a restaurant
for eight years.
Matt holds securities licenses 7 and 66 with LPL Financial as well as life and health
insurance licenses. He is a volunteer for the Grant Wistrom Foundation, benefiting
pediatric cancer patients. Matt enjoys spending time with family and friends, golfing,
and coaching at a youth football academy.
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