DORHOUT RETIREMENT SERVICES - 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.
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:
- Administrative Assistant
- Administrative Assistant / Investments
Job Titles:
- Founder
- Wealth Advisor
- Founder, Wealth Advisor
Grant is the founder of Dorhout Retirement Services and is committed to helping retirees of Omaha and surrounding cities thrive in retirement. He's been helping retirees and pre-retirees retire with confidence since 2005. His Discover How To Thrive In Retirement process puts a focus on making sure his clients have a plan that works in all circumstances, not just ideal ones. That is why Grant is so passionate about teaching those in his community about the importance of retirement planning. As an instructor of several local retirement courses, Grant shares his knowledge with others with the hopes that they'll plan their financial future with clarity and confidence.
Greg is a non-registered associate of Cetera Advisors Networks.
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
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.
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.
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.
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).
Sarah received her Bachelor's Degree in Journalism from the University of Nebraska - Lincoln. She spent the first 15 months after undergraduate as a Fulbright Scholar in Hamburg and Bonn, Germany. She then moved to Orlando, Florida, where she worked in marketing and public relations for several international companies. After nearly nine years in Florida, Sarah moved back to Nebraska to attend law school at the University of Nebraska College of Law. Since law school Sarah has been working in Omaha in trust services for two national banks. She has completed three years of trust school and earned a designation as Certified Trust and Financial Advisor, CTFA. Sarah has also earned her CAP® (Chartered Advisor in Philanthropy) in 2019 and AEP® (Accredited Estate Planner) designation in 2020. Sarah is an executive board member and past president of the Omaha Estate Planning Council and volunteers for the National Association of Estate Planners and Councils. She is a member of the Methodist Professional Advisory Group, and is a board member of the Omaha Farmers Market.
When not spending time with her children, Sarah loves attending concerts, riding her bike, walking her dogs, and tending to her flock of backyard chickens.
Michael graduated from the University of Nebraska-Lincoln with a Business degree in Economics. Out of college, he spent two and a half years with Mutual of Omaha working in life and disability insurance sales and briefly as a financial advisor.
He went on to work at TD Ameritrade toward the end of 2018 as a client service representative and became a licensed broker in 2019.
He has a small, close-knit family with one older sister and one younger sister. His father John was an Omaha police officer for 30 years and recently retired. His mother Patty is still working as a recruiter for temporary staffing companies.
When Big Red is playing, they're watching - at home or preferably at the stadium!
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.
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!
As a member of the Advanced Solutions Team, Ryan Yamada enables Carson's Wealth Advisors to have deeper conversations with their clients in the pursuit of their life and financial goals. From building tax-efficient retirement strategies and discussing ideas on multi-generational wealth transfers to creating content and conducting training for Partner firms, Carson's A.S.T. serves in a number of different roles that change day by day.
Ryan ‘Hawaiian' grew up on the island of Oahu. Ever the beach-bum, he traded in his surfboard and rubbah slippahz to brave the frigid Nebraska winters at Creighton University. Following his graduation, Ryan began working at a Fortune 500 insurance company where he served in a number of roles from client services, sales team lead, and ultimately helping to lead a team of Financial Advisors.
Throughout his time in the world of financial product sales, Ryan developed a desire for holistic financial planning. Centered around the ideas of conflict-free advice, technical excellence and the principles of Life Planning, Ryan's commitment to growth and learning in his work is never-ending. Ryan has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™, as well as various investment registrations and insurance licenses.
When Ryan is not nerding out on the latest and greatest in financial planning, he can be found taking photographs of his most recent culinary creations or taking a leisurely stroll through the Old Market where he and his family live. Ryan is also a brown belt in Brazilian Jiu-jitsu and a member of the Axios Academy Competition team, The Blackfish.
Job Titles:
- Associate of Cetera Advisor Networks
- Senior Wealth Planner
As a Senior Wealth Planner on the Advanced Solutions Team, Scott helps advisors navigate and solve complex problems through planning.
A graduate of Millsaps College with a degree in Business Administration, Scott has nearly a decade of experience in the financial planning industry. He has long enjoyed the process of working through complicated problems, which led to him choosing his profession and earning his CERTIFIED FINANCIAL PLANNER® designation.
Outside the office, Scott can often be found cooking, paddleboarding or listening to blues music. He counts marrying his wife as his biggest accomplishment in life thus far.
Scott Budd is a non-registered associate of Cetera Advisor Networks.
Shane received his bachelor's degree from Bellevue University and has more than 14 years of experience in the financial service industry. He is Series 4, 7, 24, 52, 53 and 63 registered.
Shane has worked in a number of leadership and project roles in Operations and Service departments, as well as in brokerage call centers, trading desks, compliance, trade supervision and private client services.
Shane has two wonderful children - Ezra, 7, and Kizer, 3. He is a sports fan and enjoys watching his children participate in them. Shane also enjoys running, biking and fishing when he has free time.
Job Titles:
- Senior Investment Analyst
- Senior Investment Analyst / 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:
- 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.