Team

Executives

Nelly Carson

Chief Comfort Officer

Alex Rodawig

Managing Director & Head of Carson Wealth

Teri Shepherd

President

Paul West

CFP®, CAP®
Managing Partner

Finance

Kim Reed

Vice President, Finance & Accounting

Mary Baber

Accounting Specialist

Megan Umsted

Accounting Specialist

Human Resources & Events

Kelsey Ruwe

SHRM-CP, PHR
Chief of Staff

Kristen Buell

Executive Assistant

Lauren Goranson

PHR
Director, Human Resources

Jill Hamilton

Events Coordinator

JoDee Klinker

Director of Talent Acquisition

Emily Rahav

Talent & Engagement Specialist

Katie Sautter

Concierge Associate

Jane Vlcek

Director of First Impressions

Marketing

Jud Mackrill

Chief Marketing Officer

Minna Burns

Vice President, Consumer Marketing & Events

Leadership

Russ Nieland

CFP®, AIF®
Managing Director, Partner & Wealth Advisor

Eric Wishan

M.A.
Managing Director, Partner & Wealth Advisor

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor

David McMenamin

CFP®, ChFC®
Managing Director, Partner & Wealth Advisor

Robert C. Phillips

CFP®, CFA®, CPA
Managing Director, Partner & Wealth Advisor

Leslie Thompson

CFA®, CPA, CDFA™, AIF®
Managing Director, Partner & Wealth Advisor

Brokerage

Ryan Oleson

Director of Brokerage Operations

Wealth Advisors

Ted DeLisi

AIF®, CKA®
Partner & Wealth Advisor

Penelope Paugh

ChFC®, CPFA, RICP®
Wealth Advisor

Andrew Nigrelli

AIF®, RFC®, CMFC®
Managing Director, Partner & Wealth Advisor

Matt Friedrichsen

RICP®
Wealth Advisor

James Caldwell

Wealth Advisor

Jason Comes

Wealth Advisor

Shayla Kriha

Wealth Advisor

Mark Lookabill

CFP®
Wealth Advisor

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Michele Schreck

Wealth Advisor

Pete Mullen

Associate Wealth Advisor

Zach Reeg

Associate Wealth Advisor

Russ Nieland

CFP®, AIF®
Managing Director, Partner & Wealth Advisor

Eric Wishan

M.A.
Managing Director, Partner & Wealth Advisor

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor

James “Jim” Anderson

CFP®
Senior Wealth Advisor

Trey Andrew

Wealth Advisor

Bonnie Bailey

CFP®
Advisor Resource Manager

Benjamin Bender

CFP®
Partner & Wealth Advisor

Scott E. Cadwell

CFP®, CPA
Partner, Wealth Advisor

Chris Conmy

AWMA®
Wealth Advisor

Joe Del Monte

Wealth Advisor

Brad Dillon

Managing Director, Partner & Wealth Advisor

Justin Ehle

CFP®, CLU®
Wealth Advisor

Anna Fagan

AWMA®
Partner, Wealth Advisor

Matthew Gomoll

Partner, Wealth Advisor

Jill Gosz

Wealth Advisor

Kyle Goulard

CFP®
Wealth Advisor

Chris Graw

CLU®, ChFC®, CFP®
Senior Wealth Advisor

John Harty

Wealth Advisor

Patrick Healy

CFP®
Wealth Advisor

Shane Heizer

Wealth Advisor

Matt Hinz

Wealth Advisor

Jason Juhl

RICP®
Wealth Advisor

Mike Kabarec

CPA, CFP®, EA, PFS
Senior Wealth Advisor

Emily Lee

CFP®
Wealth Advisor

Tia Lee

CFP®, CTFA
Director of Wealth Planning

Mark McCallum

CFP®, MBA
Wealth Advisor

David McMenamin

CFP®, ChFC®
Managing Director, Partner & Wealth Advisor

Teresa Milner

CDFA®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

Bill Newell

Wealth Advisor

Milo Park

Wealth Advisor

Robert C. Phillips

CFP®, CFA®, CPA
Managing Director, Partner & Wealth Advisor

KC Pochobradsky

Wealth Advisor

Alexander Reed

CFP® ChFC® RICP®
Wealth Advisor

John Saunders II

EA
Senior Wealth Advisor

Ashley Sowers

Wealth Advisor

Michael Spiegler

CPA
Private Wealth Advisor

Leslie Thompson

CFA®, CPA, CDFA™, AIF®
Managing Director, Partner & Wealth Advisor

Lisa Thuer

Wealth Advisor

Chris Tobey

Wealth Advisor

Scott Toms

CIMA®
Senior Wealth Advisor

Lindsey Toole

Wealth Advisor

Beth V. Walker

Wealth Advisor

Charlie Weber

CFP®, CRC®
Managing Partner, Wealth Advisor

Paul West

CFP®, CAP®
Managing Partner

Clifford York

Wealth Advisor

Client Services

Patty Jaramillo

Client Service Associate

Miranda Landin

Client Service Coordinator

Julia (Lyle) Hammond

Client Services Manager

Veronica Addams

Wealth Advisor Assistant

Morgan Arledge

Financial Planning Administrator & Client Relationship Manager

Sheila Barton

Client Service Associate

Carla Beghtel

Director of Operations & Client Services

Makayla Bowman

Client Relationship Manager

Cindy Crimmins

Client Service Associate

Travis Ely

Client Relationship Manager

Angela French

FPQP™
Client Relationship Manager/Advisor Assistant

Abby Honold

Registered Client Relationship Associate, Account Executive

Misti Johnson

Client Relationship Associate

Mia Kitner

Director of Client Services

Amy Laur

Client Service Associate

Kayla Matney

Client Services Specialist

Thad McVay

Registered Client Relationship Specialist, Account Executive

Peggy Monahan

Private Client Manager

Rhonda Paris

Client Service Associate

Brooke Perry

Client Service Associate

Kayla Rush

FPQP™
Advisor Resource Manager

Tracy Shuler

Director of First Impressions

Jake Stone

MBA
Director of Operations

Sherin Storm Whitfield

Registered Representative
Director of Finance

Barbara Tomasello

Client Service Associate

Philip Vann

Client Service Associate

Andrew Walsh

Client Service Associate

Kristin Weber

Client Service Associate

Linette Worsfold

Director of First Impressions

Operations

Kenda Dunaway

Transformation Training Manager

Tammy Rasplicka

Registered Representative
Vice President, Operations

Saylor

Chief Comfort Officer

Donna Anderson

Client Service Associate

Susan Arsenault

FPQP™
Operations Manager

Kerry Benson

Director of Operations

Robin Brewton

Chief Operating Officer, Southwest

Karen Brown

Operations Manager

Amy Cadwell

Business Development Officer

Sophie and Molly Cadwell

Chief Comfort Officers

Christian Campbell

Relationship Manager

Justin Carlson

Operations Associate

Jenni Cheney

Director of Partnership Operations

Amy Constable

Operations Manager

Rhonda Corliss

Client Service Manager

Kathy Crone

Operations/ Client Services Manager

Zach DeLisi

Relationship Manager

Riley DeShazo

CFP®
Wealth Planning Administrator

Michael Garcia

Operations Solutions Manager

Kandi Gordy

Registered Client Relationship Specialist, Account Executive

Cherie Hayes

Bookkeeper

Jess Holler

Director of Operations

Maggie Kass

Client Service Manager

Allison Keller

Client Services Specialist

Mandy Korpi

Operations Associate

Teresa Laughlin

Operations Associate

Alyssia Lee

Operations Associate

Abby Mack

Business Development Officer

Alex McHugh

Business Development Consultant

David Melnyk

CFP®
401K Specialist

Ronda Moats

Director of Operations

Chelsy Nekvinda

Director of First Impressions

Wendy Nemecek

Registered Client Relationship Specialist, Account Executive

LaMora Parker

Director of First Impressions

Kristen Rainone

Director of Operations

Alexis M. Rauschkolb

Relationship Manager

Reina Sandler

Transformation Manager

Mariya Scarborough

Partner Success Coordinator

Brady Schenk

Director of Strategic Growth

Erica Shaw

Director of First Impressions

Deann Showalter

Client Service Associate

Halie Sims

Client Development Manager

Debbie Sturla

Operations Manager

Joanna Swanson

Vice President, Advisor Development

Nicki Wells

Operations Manager

Pete Zielinski

Senior Operations Manager

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Brett Carson

CFA®
Director of Research

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

Alyssa Zuck

Trade Operations Analyst

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Director, Carson Coaching

Jody Jackson

FPQP™
Paraplanner

Jody Jackson

FPQP™
Paraplanner

Brett Murray

Paraplanner

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®
Planner

Ryan Yamada

CFP®
Planner