ALLGOOD FINANCIAL ADVISORY - Key Persons
Job Titles:
- Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
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.
Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation's fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She's been featured in The Wall Street Journal, Barron's, NASDAQ and MarketWatch. In 2023, Erin was recognized as a finalist for the Women Working in Wealth Award by The American College of Financial Services.
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. The success of her financial planning career, along with her continued passion for helping others, led Erin to her career with Carson.
Outside of work, Erin is committed to providing real-world financial advice and improving financial literacy through efforts like her Financial Flash video series and personal finance content that she regularly contributes to Kiplinger and HerMoney. She's championed new avenues for bringing women into finance and has acted as a voice for women in financial planning through her work in the CFP's Financial Advisor Working Group. In 2022, Erin led Carson's inaugural Rock the Street Wall Street program teaching financial literacy topics and sharing potential career paths in finance to local high school students.
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 and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.
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:
- Senior Vice President
- Senior Vice President, Investments and Trading
Job Titles:
- Trading Operations Analyst
Job Titles:
- Senior Trade Operations Analyst
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.
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
Job Titles:
- Representative of Cetera Advisor Networks LLC
- Vice President, Insurance
Matt Lewis is a non-producing registered representative of Cetera Advisor Networks LLC.
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).
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.
Job Titles:
- Director, Portfolio Strategy
Job Titles:
- Client Service Coordinator
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:
- Director, Investment Platform
Job Titles:
- Senior Institutional Trader
Job Titles:
- President of the Omaha Chapter of the Society of Financial Services Professional
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.