BARNES WEALTH MANAGEMENT GROUP - Key Persons
Job Titles:
- Wealth Advisor
- Financial Planner
Adam's value to his client is brought by his passion for helping others. He enjoys assisting his clients as, together, they establish and achieve their goals by creating and implementing a plan for their success.
Adam is the middle child of 3 boys, all born and raised in the small mountain town of Tehachapi, CA. by his parents, two NASA engineers working for Edwards Airforce Base. After graduating from Tehachapi High School, he furthered his education and obtained an Associate's of Arts degree in Criminal Justice from Bakersfield College. While attending college, Adam started his career in the financial industry in insurance. After several years in the industry, Adam made a career shift into Agriculture for 12 years before his passion to help others returned him to the financial industry in early 2018. Adam is currently continuing his education through The American College of Financial Services working toward his ChFC (Chartered Financial Consultant) designation.
Adam enjoys spending time with his wife, Desiree, and their 3 children; Hailey, Braedon, and Austyn. Boating, hiking, playing a multitude of sports, snowboarding, skiing, and any time spent outdoors are just a few things the Mackall family enjoys doing together. They are active members of St. John's Lutheran Church and are involved in the Kidz Ministry. Adam serves as Vice President of the Rio Bravo-Greeley Educational Foundation and also volunteers his time coaching sports.
Favorite quote:
"Compound interest is the eighth wonder of the world. He who understands it earns it… He who doesn't, pays it." - Albert Einstein
Burt White - Chief Strategy Officer
Job Titles:
- Advisor
- Chief Strategy Officer
- Carson 's Chief Strategy Officer
Burt White serves as Carson's Chief Strategy Officer, helping steer the company's strategic focus as a member of the executive board.
In his role, his primary responsibility is to augment and elevate Carson's opportunities for growth across the entire spectrum of corporate and investment strategy. Harnessing the power of the firm's experienced Investment Research team, Burt advances Carson's ability to deliver an unparalleled wealth management experience for partner firms, transform the investment platform for scale, and advance the digital client experience to redefine how the industry shows and talks about wealth.
A prominent voice and advocate for the independent advisor, Burt joined Carson after serving as Managing Director and Chief Investment Officer at LPL Financial for 14 years. There, he fostered the development and evolution of LPL's capabilities to effectively support advisor efficiency and growth. Prior to this, he worked for a decade at Wachovia Securities and spent time as an investment analyst at Mercer Investment Consulting. Burt received his Bachelor of Business Administration degree from the College of William & Mary, and he holds the Series 7, 24, 63, 65 and 87 registrations.
His passion for making a meaningful impact in the lives of clients and advisors, combined with his unique talent for client storytelling, adds a valuable component to helping Carson's advisors best serve their clients and generate new business. He is an innovative leader who will continue to help Carson deliver on the firm's mission to be the most trusted for financial advice.
Burt resides in the Charlotte, North Carolina metro area with his family.
Burt White is not affiliated with Cetera Advisor Networks, LLC.
Claudia brings over a decade of service to Barnes Wealth Management Group as Operations Manager. In this role, Claudia is responsible for oversight of all firm operations and technology. She initiates all account paperwork and manages all aspects of money movement. Claudia ensures that our clients have a smooth transition to our firm, while providing superior customer service through her dedication and commitment to excellence.
Claudia has extensive Executive Administrative Assistant background and client service experience. In addition, she oversees all human resources activity in the firm. Claudia's years of managerial experience help to ensure the overall efficiency and effectiveness of the firm's operations.
Job Titles:
- Wealth Advisor
- Financial Planner
Dani O'Donnell is a Financial Planner and has been an associate with Barnes Wealth Management Group since 1997. As an advisor, Dani brings more than 20 years of investment advisory services, risk management services and financial planning experience to Barnes Wealth Management Group. She has worked in the financial management field helping successful executives, business owners and affluent individuals with asset management. Dani is responsible for providing customized comprehensive wealth management solutions for her clients. As an experienced investment representative, she helps clients develop an asset allocation strategy and manages the implementation and monitoring process for long term investment success. Dani prides herself on providing her clients exceptional financial advice with integrity and superior ethics.
Dani's continuous drive for knowledge is seen through her courses in financial and investment planning with the American College in Bryn Mawr, PA. and Kaplan Financial in La Crosse, WI. She has also been a speaker for numerous educational seminars and training sessions in the areas of retirement planning and asset management. Sharing her knowledge with others is an important part of Dani's philosophy.
Believing in the importance of giving back to her community, Dani supports several charitable organizations, locally and internationally, through sponsorship and/or donations of time and resources. Dani and her husband Robert live in Bakersfield, CA. They enjoy spending time with family and are outdoor enthusiasts who enjoy running, hiking and travel.
Drew graduated from the University of Nebraska-Lincoln in 2004 with a degree in Finance and has been working in the Financial industry ever since. Prior to joining Carson Group, Drew spent the last 7 years working in the trading department of an RIA in Omaha. Drew currently holds a FINRA Series 65 registration.
Drew has been married to his wife Stephanie since July 2015 and they have a 3-year-old daughter, Cora. Drew enjoys spending time with family and friends whenever possible, especially during sporting events. Drew is a huge sports fan and enjoys cheering on his teams all year round.
During his free time, Drew enjoys golfing, reading historical non-fiction books, and spending time outside doing yard work.
Erin began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties. However, being a local girl at heart, Erin decided to sell her practice and move back to the Omaha area so she could be closer to her family, and so she could help people from the community that shaped who she is today. Her work in Omaha continued as a Private Client Advisor for a regional firm, where she was quickly asked to create and lead her own financial planning team. The success in this venture along with her continued passion for helping others led Erin to her career with Carson Wealth Management.
Erin graduated from Northwest Missouri State University in 2002 with a B.S. in Communications and Finance. She holds a Certified Financial Planner designation, as well as Chartered Retirement Planning Counselor designation. Erin received her M.S. in Financial Psychology and Behavioral Finance from Creighton University.
Erin shares her life with her husband and two children. Their number one passion is travelling with their children (and without!), learning about new cultures - especially new food. In her private time Erin enjoys kickboxing and reading books. Erin and her husband enjoy SCUBA diving; each of them holding SCUBA certifications and always looking for their next underwater adventure. Erin has explored the waters of St. Maarten, Isla Mujeres, the US and British Virgin Islands and Kauai, Hawaii.
Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University's Heider College of Business.
A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.
He's been published in dozens of financial, educational and legal journals and developed educational materials for The American College's CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, "Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years" and "Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement." He is also the author of 2018's "Rewirement: Rewiring The Way You Think About Retirement."
Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow.
Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income.
Jamie received his Bachelor of Arts degree in political science at Davidson College in North Carolina, where he was captain of the Division I Men's Varsity Swim Team. He attended Villanova School of Law, where he earned his Juris Doctor degree and graduated with honors. He received his Master of Business Administration degree from Villanova University Business School. Jamie also holds his LLM from Temple University and four financial planning designations, the CFP®, CLU®, the ChFC®, and the RICP®, and sits on ReverseVision's Board of Directors.
He co-created the Retirement Income Certified Professional® (RICP®) designation, which has over 6,000 graduates since its inception in 2012, and over 12,000 financial advisors currently enrolled in the program.
Job Titles:
- Vice President
- Vice President, Investment Operations and Performance
Job Titles:
- Wealth Advisor
- Financial Planner
Jordan is an experienced financial advisor, eager to work with you to ensure you and your family's financial future. Since getting his start as an advisor in 2007, Jordan' has worked with clients of all sizes and from all walks of life helping them to choose, invest, and manage plans that will offer safe investments and excellent returns.
As a financial planner, Jordan‘s main goal is to help individuals and small businesses make well-informed decisions about what types of investments are most appropriate given their unique goals and needs. He also emphasizes the need to adjust investment plans as those goals and needs change. Always eager to listen to your concerns, Jordan is a firm believer that the key to successful investment is constant communication. Jordan looks forward to being your trusted advisor and expert resource.
Jordan holds a B.S. in Business Administration (Finance) and B.A. in Religious Studies from California State University, Bakersfield. Outside of work, Mr. Lewis enjoys spending time with his family, partaking in all things outdoors, obsessing over Pearl Jam, and passionately following the Atlanta Braves.
Jordan started investing at a young age and helped manage a portion of Nebraska Wesleyan University's Endowment in the Student Investment Group. He will be a knowledgeable asset on the Trading Team and will provide trade support to all of Carson Group's advisors and external offices.
Jordan grew up in Beatrice, Nebraska and worked on the family farm. He graduated from Nebraska Wesleyan University with a degree in Economics and earned his minors in Finance, Business Administration, and Writing.
Jordan spends most of his time outdoors where he enjoys farming, hunting, trap shooting, and fishing. He volunteers for Pheasants Forever and the National Wildlife Turkey Federation as a firearms education volunteer, and helps with his hometown annual food drive.
Job Titles:
- Trading Operations Analyst
As a Trading Operations Analyst, Kaleigh ensures the data reported by Carson Group is accurate so advisors can use it effectively in Client Experience Optimizer (C.E.O). With a background in reconciling various data feed and problem solving, she uses her expertise to find efficiencies in the current reconciliation process. She specializes in helping financial professionals maintain the accuracy of their clients' accounts.
Kaleigh graduated from the University of Nebraska Omaha with a Banking and Finance degree. Prior to joining the team in 2018, she worked for a back- office portfolio account solutions firm for over six years.
Kaleigh was born and raised in Omaha. Kaleigh enjoys reading, crafting and spending time with her husband Don and son, Grayson.
Job Titles:
- Senior Trade Operations Analyst
Kellie brings over 25 years of experience in the Financial Industry to her role of Sr. Trading Consultant. Previous positions include Product Strategy Consultant, Registered Office Assistant, Trading Analyst and Sales Supervision Principal. She is known for her attention to detail, relationship building and outgoing personality. She has several FINRA registrations including Series 7, 24, 66, 53 and 4 along with her insurance license.
Kellie has been married for 25 years and has two sons, ages 20 and 23. She has lived in the Omaha area her entire life and enjoys spending time with her husband now that they are empty nesters. She also enjoys reading and binge-watching Netflix.
Kellie is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
Kevin has 15 years of experience in the financial industry including management roles in both operations and trading. Kevin's experience implementing best execution practices will be utilized to enhance the overall client experience at Carson Group.
Kevin graduated from Nebraska Wesleyan University in 2004 with a Bachelor of Science in Business Administration. Prior to working at Carson Group, Kevin worked for a large RIA with the majority of the experience managing an institutional trading team. Kevin currently holds FINRA Series 6, 26, and 65 registrations.
Kevin has been married to his wife Lyndsay since April 2015 and they have two young daughters. Kevin enjoys spending time with his family and friends and is a huge sports fan. Kevin's favorite sports teams are the Nebraska Cornhuskers, Miami Dolphins, and Kansas City Royals. Kevin likes staying active by running races and golfing.
Kevin is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
Job Titles:
- Director
- Carson 's Director of Wealth Planning
Kimberly Flynn serves as Carson's Director of Wealth Planning on the Advanced Solutions Team. In her role, she leads a team of highly astute financial planners and is primarily responsible for supporting Carson's partner firms with quality financial planning advice and technical solutions for their clients.
Kimberly has the ability to communicate complex financial planning solutions to clients in a simple manner that assists them in making informed, sound decisions. Her greatest passion is leadership, and she feels an immense responsibility to coach and mentor others so they can reach their full potential.
With 25 years of experience in financial services, Kimberly realized early in her career the profoundly positive effect financial planning could have on clients and their ability to make informed financial decisions. Her experience in Advanced Planning at MetLife allowed her to develop a deep technical ability in the areas of estate and business planning. Her recent experience working at Facet Wealth allowed her to round out her planning skills with mass affluent clients. Kimberly also started and subsequently sold her own financial planning firm, Klarity Financial™, that focused on providing financial planning for women in construction in the Boston area.
She has a psychology degree from Christopher Newport University, and a Master of Science in Taxation from Suffolk University. She also holds a Series 65 registration and is a CFP®.
Kimberly resides in South Boston, MA with her husband Bryan. Outside of work, she enjoys staying busy by playing golf and participating in CrossFit.
Kimberly is a non- registered associate with Cetera Advisor Networks LLC and cannot provide the services of a registered representative.
Leonora plays a crucial role on the team as an Administrative Assistant. Her duties consist of data entry, manning the front desk, scheduling meetings, client relations and daily operations - all of which help the office run more smoothly.
Leonora also works closely with our staff to provide superior client service. She actively manages the calendar and coordinates all movement as it relates to day-to-day activities. She also handles key administrative and servicing functions.
Her proactive and highly organized nature contributes to providing an overall legendary client experience.
Outside the office, Leonora enjoys spending time with family and friends. She stays active by running and participating in outdoor sports. She also loves cooking, books and traveling.
Mark Petersen's business career spans 35 years of which 30+ have been as a Certified Public Accountant. In the early 90's Mark transitioned to the investment business as a Registered Investment Advisor and has added CERTIFIED FINANCIAL PLANNER™ practitioner to his credentials. Mark is insurance licensed in Nebraska where he is a lifelong Nebraskan with Midwestern values and work ethic. 13 years of Mark's career were spent in the state of Texas. Mark joined the Wealth Enhancement Group of Carson Wealth Management Group in 2005. Today his role is Vice President, Affluent Wealth Planning, which allows him an opportunity to work with high and ultra high net worth families on complex planning decisions involving cash-flow needs, business succession planning and generational asset transfers.
Away from the office Mark enjoys time with his wife and the family's Meyers parrot. You are likely to find Mark on the golf course in good weather, followed by a stint behind the grill. In 2016 Mark had his vintage 1979 Raleigh road bike restored and enjoys long distance bike rides. Mark is motivated to be the best he may be in everything he does, but especially enjoys helping others make well reasoned choices when faced with life's forks in the road.
Job Titles:
- Vice President, Retirement Programs
Matt Kory serves as Carson Group's Vice President, Retirement Programs, building solutions for partner firms across the country.
A graduate of Arizona State University, Matt currently holds FINRA Series 7, 66 and 24 security licenses. Prior to joining Carson, Matt Kory built and owned his own firm in Scottsdale, Arizona where he specialized in group retirement plans and private wealth.
In 2019, he joined Carson as a partner firm, embracing the culture of putting the client first and having transparency in investments. His love for the Carson culture motivated him to join Carson as an internal stakeholder in 2022. His goal is to extend the mission of being the most trusted for financial advice to group retirement plans.
His goal is to make everything better than he found it and wants to have a legacy that involves helping savers become investors.
His passions include spending time with his wife and two daughters, snow skiing and anything outdoors.
Job Titles:
- Representative of Cetera Advisor Networks LLC
- Vice President, Insurance
Matt is responsible for building, leading and managing Carson Group Insurance, an insurance offering that supports Carson Group in the preparation, presentation and implementation of insurance for clients of the firm. Matt works to ensure that our advisors have the best solutions to meet their clients' every need when it comes to insurance and how it fits into their overall financial plan.
Matt has spent the last 22-plus years working for a major insurance carrier both in the corporate home offices in a variety of roles and as the Managing Director of a large field office. Matt excels in relationship-building and the development of skills around insurance concepts, needs analysis and proper solution placement.
Matt attended the University of Nebraska at Lincoln and is a die-hard Husker to this day. Matt has been married to his wife, Amy, for 25 years and has two sons - Jacob, 21, who is a senior at the University of Nebraska, and Ryan, 18, who is a freshman at the University of Nebraska. Over the years, Matt has enjoyed watching both of his sons play travel and high school baseball. Matt also loves to play golf and travel, and as an avid cook he spends a lot of time in the kitchen or by the grill/smoker.
Matt Lewis is a non-producing registered representative of Cetera Advisor Networks LLC.
Matthew received a Bachelor of Science in Business Administration from the University of Nebraska-Omaha, he majored in Investment Science & Portfolio Management. He also has an Associate of Arts in Persian-Afghan from the Defense Language Institute and an Associates of Intelligence Studies and Technology from the Community College of the Air Force.
Matthew's diverse work history includes trading roles at TD Ameritrade & Cor Clearing, managing two family businesses, as well as over a decade of service in the United States Air Force.
Outside the office, Matthew spends as much time with his wife Aeh and their boys, Aiden & Otto as well as the always rambunctious Schnoodle puppy, Rocky.
Chris Tooker, AIF®, CFP®, CIMA®, CPWA®, MSFS is Carson's Retirement Plan Advisor. His unique perspective of the financial planning spectrum provides balance in his approach to everyday planning where there may not be a black and white solution. That's why he is so passionate about educating retirement plan participants about fundamental investment concepts and the various strategies available to them, so they can make informed decisions for themselves.
An Adjunct Professor of Personal Finance at his alma mater Creighton University, he spent his time as a student there leading two teams to the national level of competition as President of Creighton's Mock Trial Program, managing a portion of Creighton's endowment, and mentoring students as a Resident Advisor.
After graduating summa cum laude with degrees in financial analysis and economics, he joined Union Pacific's Corporate Audit department where he identified millions of dollars in unbilled revenue and enhanced process efficiency in several departments. After asking, "What have I accomplished and what am I becoming?" Chris left UP to pursue his passions for financial planning and education.
Chris cut his teeth in the financial planning industry at a major wire house investment firm by completing a rigorous 42-month training program that had a 90%+ failure rate and building a practice of almost $25 million from scratch in his 20s. He subsequently honed his skills in risk management planning at one of the largest life insurance companies in the country, where he was recognized as a member of the Million Dollar Round table before selling his practice to his manager to join Carson.
Patrick has a broad background across different parts of the finance industry, but much of it has been devoted to serve clients, both internal and external. Working in investment management and also having experience in debt and foreign currency markets, he is able to use a lot of different knowledge to formulate solutions. When Patrick sets out to research something new, he tries to be as thorough as possible and leave little room for surprises later.
Patrick earned a Bachelor's degree in Finance from the University of Nebraska-Lincoln and then later obtained both an MBA and Masters of Securities Analysis and Portfolio Management (MSAPM) from Creighton University. He also holds the FINRA Series 65 license.
He started his career in financial services with Fisher Investments in California, working in both the Private Client and Institutional groups. Patrick later spent four years trading foreign currency with First National Bank of Omaha on behalf of their clients. After that, he worked in the Conagra Brands Treasury department doing foreign currency trading and helping to manage employee pension investments. Prior to joining Carson Group, Patrick was a Portfolio Manager at TS Banking Group, where he selected and reviewed investments for wealth management clients and the bank holding company.
Patrick spends most of his time outside of work with his wife and children. He also listens to a lot of music and an assortment of podcasts (comedic, true crime, scientific).
Michelle graduated from California State University, Fresno with a degree in Business Administration. She is a Notary Public.
Michelle has been with BWMG for over 9 years serving as an Administrative Associate. Her duties include trading, account balancing, maintaining tax planning and Morningstar software, along with tracking of Required Minimum Distributions. She is also available to assist with account openings, fund transfers and other client account servicing needs. In addition, she provides support to the firm's advisors by handling key administrative and servicing functions.
Mike is a portfolio manager for the QBI Investment Team at Carson Group. He manages and oversees the QBI Low Volatility strategies.
Mike brings more than two decades of experience with systematic strategies to Carson, including 16 years as a portfolio manager with Chicago Equity Partners. There, he led a four-member equity portfolio management team responsible for the oversight of more than $1 billion in domestic and international equity strategies.
He earned his bachelor's degree and MBA from DePaul University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.
In his free time, Mike enjoys spending time with his family, biking, running and pickleball.
Mike is a non-registered associate with Cetera.
Mike Valenti is our Director of Tax Planning and has over a decade of experience within the tax and wealth management industries. Before joining Carson, Mike spent eight years as both a financial planner and a member of the tax team for a wealth management group where he led the creation of a dedicated tax team and oversaw its rapid growth.
Mike graduated from Penn State University with a bachelor's degree and master's degree in accounting. During his time at Penn State, Mike discovered his love of individual tax and estate tax planning. Mike is a licensed CPA and holds the CFP® designation. He is a member of the American Institute of CPAs, the Pennsylvania Institute of CPAs, and the Financial Planning Association. Mike also writes for industry and peer-reviewed publications on various tax topics through a financial planning lens.
Outside of the office, Mike is an active member of the Foundation Fighting Blindness. As President of FFB's Philadelphia Chapter, Mike often speaks with individuals and families who have recently received a diagnosis of a retinal disease and speaks to organizations about his experiences living with Usher Syndrome.
Mike enjoys spending time with his wife, Janelle, and their son, Oliver, and Puggle, Elton. When not making wine, Mike and Janelle plan their vacations around wine, from Napa Valley to the Loire Valley. An avid fan of classic rock and blues music, Mike plays, collects, and builds guitars and has an extensive vinyl collection.
Pat comes to Carson Wealth with over 40 years of experience as a Certified Public Accountant with a dense background of working with various clients to surmount tax complexities. Prior to joining Carson Wealth, Pat was a general and founding partner of the accounting firm Mangin, Carter & Co, located in Vincennes, Indiana.
Pat grew up on a farm in southern Indiana and graduated from Indiana State University with degrees in Business Administration and Aerospace Technology. He later completed his accounting studies at Indiana University. He developed a passion for accounting and tax work while employed by Kemper CPA Group, LLP, which he joined upon completing his accounting studies at Indiana University.
Pat lives in Vincennes, Indiana and enjoys hiking in Northern California and the Arizona areas. Pat has three children: Brook, Brandi and Brittney, who all have entered various professions after graduating from college. He also enjoys being owned by a Weimaraner!
Job Titles:
- Director, Portfolio Strategy
Job Titles:
- Wealth Advisor
- Investment Advisory Representative
Ron is an Investment Advisory Representative of Barnes Wealth Management Group and has over 25 years in the financial services industry and since 2000 has focused on retirement plans for businesses. In 2011, Ron started Ironwood Retirement Plan Consultants to better serve his growing retirement plan business and has functioned as a fiduciary advisor ever since. Ron is also a registered representative with Purshe Kaplan Sterling Investments, and a member of the Retirement Plan Advisory Group. Ron works primarily as an independent, fee based, retirement plan specialist focused on retirement plan investment analysis; plan design and improvement; and plan benchmarking.
Job Titles:
- Advisor
- Chief Market Strategist
- Carson 's Chief Market Strategist
Ryan Detrick serves as Carson's Chief Market Strategist. In his role, he is responsible for advancing Carson's Investment Research team, delivering market insights and expanding the firm's investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.
Prior to Carson, Ryan spent six years at LPL Financial, most recently serving as their Chief Market Strategist. At LPL, he was responsible for managing more than $70 billion in AUM, along with research and writing for advisors. He also led the LPL Market Signals podcast, their YouTube channel, and their research blog.
Originally from Springfield, Ohio, Ryan has spent more than 20 years working in the financial markets. He has a Chartered Market Technician (CMT) designation, a bachelor's in finance from Xavier University, and an MBA from Miami University. Ryan regularly shares his insights on national broadcast outlets such as Yahoo! Finance, CNBC, FOX Business and Bloomberg TV and radio.
His strong relationships and expertise help enhance Carson's industry-leading investment management offering and further the firm's mission of being the most trusted in financial advice. Ryan, a lifelong Cincinnati Bengals fan, resides in Ohio with his family. In his free time, he can be found coaching his two boys in various sports. He enjoys travelling to new places and eating at any - and all - restaurants.
Ryan Detrick is not affiliated with Cetera Advisor Networks, LLC.
Scott Berryman, JD, serves as Carson's Director of Trust Services. In this role, he manages Carson's trust offering to serve as trustee of Carson client's trusts, as well as serving as a subject matter resource on the Advanced Solutions Team fielding questions and working with advisors, clients, and attorneys drafting trusts for clients.
Prior to Carson, Scott worked as a trust officer at a small private high-touch trust company after practicing law as a trust and estate attorney working in both planning and trust/estate settlement in a boutique estate planning firm.
A graduate of the University of Nebraska - Lincoln, Scott received his law degree from the University of Nebraska School of Law. He's an active member of the Omaha Bar Association, the Nebraska Bar Association, Sarpy County Bar Association and the Omaha Estate Planning Council. An advocate of life-long learning, Scott serves on the steering committee for the Yale Richards Professional Education Seminar, providing top tier content for philanthropic planners and advisors.
Scott's experience in government service, community service and philanthropy, along with his experience as a stay-at-home parent and entrepreneur, allow him to connect personally with the variety of clients that Carson serves. Especially enthusiastic about planned giving, Scott not only counsels families on how trusts might benefit their financial plans and estate plans, but also their charitable plans.
A native of Cozad, Scott and his family now live in Omaha. He enjoys spending time with his family, especially cooking healthy dishes together and watching his kids perform in marching band.
Job Titles:
- Wealth Advisor
- Financial Planner / Long - Term Care Specialist
Scott provides clients with advice on retirement planning, estate preservation and investment management. His approach to financial guidance seeks to educate first, which he believes results in clearer, more confident financial decisions on the part of his clients. He is deeply committed to helping people pursue their financial goals and feels a strong sense of responsibility to help his clients enjoy their money that they have worked so hard to acquire.
Scott is a native Bakersfield resident. In 1994, he graduated from California State University with a BA in English. He also plays an active role within his partnership - First Solutions Insurance Services - which specializes in employee benefits and other lines of insurance. He has had the privilege of teaching hundreds of clients new and insightful long term care planning concepts over the past 24 years. Scott was originally drawn to the issue of long term care through personal experience with a family friend, and more recently with a close family member.
Scott has served as past president of his Rotary club in Bakersfield where he received Rotarian of the Year. He enjoys spending time with his three children - Jonah, Jacob and Grace, along with his wife Amy. Some of his hobbies include reading, playing guitar and occasionally a good round of golf. Scott volunteers at our local Bakersfield Rescue Mission and Behind the Walls Events.
Job Titles:
- Director, Investment Platform
- Director, Investment Platform / Research Department
Sonu has over 15 years of experience in the Asset Management industry. Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment processes. Prior to that Sonu worked independently with hedge fund managers and high-net worth individuals to develop quantitative investment models for trading equities, options, ETFs and closed-end funds.
Sonu started his career in finance during the final year of his Ph.D. at Purdue University, when he got an opportunity to do options modeling work. He finished his Ph.D. in Mechanical Engineering in 2006, with his dissertation focused on simulating blood flow in diseased arteries. However, he decided to pursue finance as he enjoyed the mathematical modeling aspect of it, and the challenges thrown up by human behavior in markets. Prior to his Ph.D., Sonu received his M.S. in Mechanical Engineering from Purdue and Bachelors in Engineering from the National Institute of Technology (Trichy) in India.
Sonu and his wife love to travel and are looking forward to doing a lot more of it as their twins grow up. They also enjoy listening to an eclectic selection of music as a family and being outdoors in the city (Chicago weather permitting). At home, you may find him hanging out with the family with a guitar in his hands, cooking or if the kids are asleep, watching TV or reading. He is also passionate about teaching Math - including statistics, probability and personal finance - at the community college in Chicago downtown.
Job Titles:
- Founder
- Wealth Advisor
- Member of the Estate Planning Council of Bakersfield
Steve is the founder of Barnes Wealth Management Group, a Financial Services and Wealth Management firm. He has a special interest in Estate Planning, Charitable Giving and Retirement Planning. Steve is frequently called upon by other professionals to share his expertise and knowledge. In addition, he has given seminars and taught courses in the areas of Estate Planning, Employee Benefits and Business Continuation.
Currently, Steve is a member of the Estate Planning Council of Bakersfield (President 2002), the Financial Planning Association, the National Association of Estate Planners & Councils, the Association of Accredited Estate Planners, and formally with the National Association of Insurance and Financial Advisers (Board Member 1993 - 1996). He is also a current and former board member of several nonprofit organizations.
Steve and his wife, Lori, have two children, Timothy and Jennifer. They are members of St. John's Lutheran Church and enjoy volleyball, golf, running, travel and outdoor adventures.
Job Titles:
- Senior Institutional Trader
Job Titles:
- President of the Omaha Chapter of the Society of Financial Services Professional
In his role as Senior Wealth Planner, Tom works with advisors to create well-thought-out plan implementation for clients. His impressive professional and educational experience, together with his collaborative abilities, help him succeed in his role on our team.
A graduate of the University of Nebraska College of Law, Tom has served as the President of the Omaha Chapter of the Society of Financial Services Professional and now serves on the national board for this influential organization. He previously worked for Mutual of Omaha Insurance Company for more than two decades.
Tom is an active member of his church and enjoys spending time with his family. In his spare time, he can often be found working out, playing basketball or helping lead a softball team to victory. He is motivated every day by the people he loves.
Tom Fridrich is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Tom is in no way related to Cetera Advisor Networks LLC or its registered representatives.