Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service.

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Finance

Investment Management

Professional Services

Carson Wealth Management Group

Carson Wealth Management Group's headquarters in Omaha, NE, United States

Ron Carson

Peggy Monahan

Paul West

Robert Karn

Cara Houston

Marsha Nuttall

Patrice Kennard

Alyssia Lee

Stephanie Knapp

Nancy K. Caton

Jeffrey P. Couzens Cfp®

Brad Dillon

Michael David

Amy Owen Cadwell

The Finance and Operations Team at Carson Wealth Management Group is dedicated to ensuring seamless financial management and operational efficiency. They support the overall mission by providing expert wealth advisory services, managing client relationships, streamlining operational processes, and overseeing financial reporting and compliance. This collaborative team works to enhance client experiences and facilitate the firm's growth through strategic business development and tailored financial solutions.

Finance and Operations Team

The Client Services Team at Carson Wealth Management Group is dedicated to providing exceptional support and guidance to clients, ensuring their needs are met promptly and effectively. This team focuses on fostering strong client relationships, facilitating communication, and delivering personalized service, all aimed at empowering clients to realize their financial goals and achieve True Wealth.

Client Services Team

The Leadership Team at Carson Wealth Management Group is responsible for setting the strategic direction of the firm, ensuring operational efficiency, and fostering a culture of teamwork and client-centric service. Comprising the Senior Vice President of Operations, Chief Financial Officer, Founder & CEO, and Vice President of Operations, this team collaborates to align the company’s mission with its financial goals, drive innovation, and enhance client engagement.

Leadership Team

Carson Wealth Management Group

Org chart

Teams

Finance and Operations Team

Client Services Team

Leadership Team

Offices

Carson Wealth Management Group

Org chart

Teams

Finance and Operations Team

Client Services Team

Leadership Team

Offices

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