RETIREMENT EXTENDER - Key Persons
As Director of Research, Brett is directly responsible for managing several of our strategies, including Perennial Growth, Long Term Trend and Write Income. Additionally, the Research department conducts thorough analyses of companies to identify undervalued stocks that carry attractive upside potential.
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.
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.
Job Titles:
- Director of Community Outreach
Holly has an AS in General Science and plans on finishing a degree in Psychology as well as continuing her education in other areas.
Holly had over 25 years of experience in Customer Service before joining Retirement Extender in 2014. Since then, she has expanded her knowledge in working with new accounts, account transfers, and handling account paperwork and service requests. Holly works primarily with clients A through L and strives to exceed each of her client's expectations.
During her time off, Holly enjoys spending time with her family, reading, and road trips. When asked what motivates her, Holly's response was "the desire to improve my tomorrow by what I learned today."
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:
- Trading Operations Analyst
Job Titles:
- Senior Trade Operations Analyst
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:
- 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.
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).
A member of the Wealth Enhancement Group, Pat provides a proactive approach for improved wealth enhancement by looking for targeted areas of tax planning.
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!
Steve Margulin is a well-known financial advisor and life coach in Albuquerque, New Mexico, who has guided individuals and families on financial matters since 1993. Steve has made a lifelong commitment to learning and has earned five (5) professional designations. He customarily takes over 100 hours of continuing education to stay current and learn more about the subjects he advises on.
As a Certified Public Accountant, Steve teaches retirement readiness and enhancing your life in retirement coursework as an Adjunct Professor through the University of New Mexico. The courses blend financial education with life planning to help clients build wealth, align their money with their values, and teach attendees to pursue to and maintain a healthy retirement.
Steve uses a holistic approach to help clients maintain and improve their financial well-being as a Wealth Advisor and Managing Member of Retirement Extender®, a Branch Office of CWM, LLC, an SEC Registered Investment Advisor.
Steve implements his holistic approach by using an integrated team of investment, planning, & tax specialists at Retirement Extender®. His goal is to ensure clients have control over their day-to-day, month-to-month finances; have the capacity to absorb a financial shock; be on track to pursue their financial goals; and have the financial freedom to make the choices that allow them to enjoy life.
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.
Mike is a Wealth Advisor for Retirement Extender, a team of financial specialists helping clients increase the life of their savings. After retiring in 2015 to Albuquerque, he started a new career based on what was a hobby all his life: investing and financial management. Mike has spent the first six months of this new opportunity to help people by learning the tax and investment-advising business, specializing in Medicare understanding and planning for retirees.
Mike grew up in the wine country of Sonoma, California and graduated with a BS in Mechanical Engineering from the University of California at Davis in 1972. He worked for 33 years as a geothermal and oil & gas engineer/manager in six US and foreign locations for Unocal, including Azerbaijan and the Philippines. Mike worked on a 50MW geothermal project on Redondo Peak west of New Mexico's Valle Grande in the early 1980s, which sparked his aim to eventually move back to Albuquerque. He retired in Houston, Texas, when Unocal was purchased by Chevron in 2005 and enjoyed getting back into music and reading as well as being a companion to his mom during her last years.
In 2007, Mike and his wife, Laura, bought a house in Albuquerque for retirement. Major renovation plans there, and the 2009 market downturn, convinced Mike to re-enter the workforce, this time fulfilling a bucket list item by joining Mighty River Power as a geothermal energy manager on New Zealand's North Island. There he built up a technical resources staff to manage four geothermal electricity generating projects while Laura managed the home renovation. He retired a second time in 2015 and helped finish off the renovation project in Albuquerque.
After considering his retirement investments and Medicare/Social Security experiences, Mike came across Retirement Extender and liked their model of helping clients allocate their retirement assets into future time periods with specific financial goals. With that start, he began learning more about investments, eventually joining the firm with a passion for helping people understand their retirement options.
Mike enjoys reading and playing guitar as well as collecting all kinds of music. He's played guitar and bass in company bands in several previous job locations and is always ready to start up a new group wherever he works.
Mike's academic credentials include an Executive MBA from Northwestern University, having a Registered Mechanical Engineer license (retired) in California and, at one time, in New Mexico and his NASD Series 65 license.
Patricia helps Trish with the front desk operations. It is a very nice job-sharing experience that lends to both of them being able to take time off without leaving the front desk vacant. She also manages the in-house bookkeeping along with completing tax-related reports for clients. Due to the length of her employment, she helps in bringing stability and experience to the office. Patricia enjoys talking to the clients and sharing life conversations with them.
Patricia was born and raised in Phoenix, Arizona. Her career with Steve Margulin began in 1999. At that time, she was hired during tax season as a temporary tax assistant. However, she was offered a permanent position that same year. Much of her focus and work continues to be assisting with tax preparation operations.
Patricia was blessed to be a stay-at-home Mom. When her two children were in high school, she had many work opportunities. Most of the work was either in sales or bookkeeping. Being a High School graduate with a few college classes, she has gained most of her education through her work positions.
Patricia and her husband have 5 granddaughters who keep them busy and young! They will be celebrating their 50th wedding anniversary next year. They are both involved with various church groups and out-reaches. Patricia is a 10-year cancer survivor and exceedingly grateful for every day the Lord has given her.
Favorite food: Eating out:
Job Titles:
- Director, Portfolio Strategy
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.
Job Titles:
- Director of Trust Services
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
- 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:
- Well - Known Financial Advisor and Life Coach
Terri Donahue joined Retirement Extender in October 2021 as a part-time Paraplanner. Terri was a client of Retirement Extender for several years before joining our staff. Her excellent communication skills, customer service experience and technical financial and accounting knowledge are a welcome asset to our team.
Terri holds a Bachelor of Science in Business Administration and Management from the University of Phoenix, and has been a Certified Management Accountant since 1999. She retired from the Presbyterian Hospital as their Financial Manager in October 2021.
Terri is a long-time volunteer at Animal Humane of New Mexico, where she enjoys helping visitors find the perfect pet companion. She is a proud grandmother of four, ranging in age from 22 years to 3 months old. She enjoys her free time with friends and family and looks forward to traveling, reading and gardening.
Job Titles:
- Senior Institutional Trader
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.