Ron Carson, is President and founder of Carson Wealth Management Group, and has worked extensively in the field of financial management since 1983. His designations are Certified Financial Planner (CFP®), Certified Fund Specialist (CFS), and Chartered Financial Consultant (ChFC).
Through his hard work and diligence, Ron has earned the honor of being the number one advisor with the nation's largest independent firm, LPL Financial, for the past 18 years. Ron has been honored as one of Barron's Top 100 advisors and most recently the #1 independent firm. He has also been selected by Worth Magazine as one of "The Best 250 Financial Advisors" in the country, as well as being selected by Medical Economics as one of "The Nation`s Top 120 Financial Advisors for Doctors."
Ron is a regular guest on CNBC Power Lunch as well as a frequent guest on KMTV3`s Mid-day Business Report. Additionally, Ron co-hosted a nationally syndicated radio show, Financial Focus, for 13 years.
Acting upon his strong beliefs on the importance of giving back to his community, Ron devotes a significant amount of his time to the Salvation Army, flying as a mission pilot for both Angel Flights and the Shriners Flying Fez, and the Young Presidents Organization (YPO) of which he is a member. Ron was also the Founder and Past President of the Heartland Chapter IAFP, Past President and Board of Directors for the Child Savings Institute, as well as Past President of the American Charitable Foundation.
Ron and his wife, Jeanie, have been married since June 1986 and have three children, Chelsie, Maddie and Grant. Ron`s hobbies include spending time with his family, golf, wine, reading and flying.
Ellie Anderson joined the firm as a Wealth Advisor in 1995.Her responsibilities include client consulting and financial management for asset accumulation and wealth preservation. Ellie has a specialty in employee benefits and her clients include individual retirement and non-retirement accounts; corporate retirement plans, 401k, 403b, Simple and SEP IRA accounts.She has a degree in finance and is a Registered Representative with LPL Financial and holds the following registrations, NASD Series 24, 1983; Series 63, 1981; Series 7.Her designations include CFS (Certified Fund Specialist),1998 and CEBS (Certified Employee Benefit Specialist.),1983Currently completing program for CFP - Certification as a Financial Planner.
Ellie is married to Fred and together they have six children and thirteen grandchildren.Fred is a home builder and spends much of his time “pounding nails”.They love to spend time with their family and participate with their grandchildren in sports. They have recently taken up golf and enjoy spending time cruising in their corvette.
Jason began his career with Ron Carson in 1991. His goal with the firm is to guide each client in a direction where their dreams about retirement are real. This can be accomplished through a combination of innovative financial, estate, and insurance planning tools. Jason holds 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, son Nico, daughter Gianna and two stepdaughters, Adrianna and Serena. His hobbies include golf, boating, and most outdoor sports.
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. Mark and Jill have one child, Lauren Grace, who was born August 18, 2006. They also have a Chihuahua named Chewie. In his free time, Mark enjoys spending time with his family and friends. His hobbies include golf, poker and reading.
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 WichitaStateUniversity with a Bachelor of Business Administration. He received his Masters of Science in Financial Services & Masters of Science in Management from AmericanCollege 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.
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 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.
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 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.
