COLLECTIVE ADVISORS - Key Persons
Job Titles:
- Managing Partner, Senior Wealth Advisor
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.
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:
- Client Service Representative
Jessica is a trustworthy contact clients can depend on, making her an excellent Client Service Representative and a valuable asset to the Collective Advisors team.
Jessica graduated magna cum laude from the University of Southern Maine with a bachelor's degree in Photography. While attending school, she also worked in the Graduate Admissions office and was an avid volunteer in the community.
With more than a decade of experience serving clients in a variety of industries, Jessica is well-versed in providing the best client experience possible.
Outside the office, Jessica enjoys live music, reading, yoga and trying new foods. She loves to travel internationally and hopes to one day visit Bora Bora and the Great Wall of China.
Favorite Quote:
It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.
Job Titles:
- Trading Operations Analyst
Job Titles:
- Senior Trade Operations Analyst
Kira consistently strives to provide a positive experience in her role as a Client Service Associate. Her ability to offer superior support, her initiative and her reliable creation of high-quality work make her an asset to our team.
A graduate of Texas A&M with a degree in Agricultural Leadership and Development, Kira is an Austin native. She has ample experience in providing excellent client support and boasts an eclectic professional history.
Outside of work, Kira enjoys cooking and watching her favorite TV shows. She stays active by fishing, hunting, golfing and keeping up with her 1-year-old Basset Hound, Hank. She hopes to someday open a fried chicken food truck.
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!
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.
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!
Job Titles:
- Associate Advisor, Vice President Operations
Nolan is our Vice President of Operations and Director of Services. Nolan works with clients to help them develop a financial plan and strategy for managing their wealth over time. Nolan excels in relationship building, and genuine interactions with clients. He likes to help people feel at ease while making major decisions which impact their lives. Nolan's focus is on behavioral neuroscience and psychology, In his experience, behavioral neuroscience and psychology helps him go beyond avoiding emotional responses, instead his preference is to emphasize understanding and leveraging emotional responses into appropriate strategies. The clients Nolan aims to serve are those that are looking for guidance beyond knowing they want to make or keep money. Nolan looks to help clients connect with other professionals they may need in their lives as well as be an overall generational advisor for families. Nolan helps clients by being a bridge and point of contact for people who may not know who to reach out to in town when serious, impactful times in life take the touch of a professional.
Nolan is a non-producing registered representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Nolan is not 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.
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.
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:
- 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.