Chief Financial Officer @CarsonGroupLLC | Family | M&A | Creighton Bluejays Alum | Advisory services through CWM, LLC, Registered Investment Advisor.
Omaha
Joined September 2011
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- Following209
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Embarking on an M&A journey? From partner selection to emotional preparedness, we've got you covered. Join me at Schwab Impact on Thursday to learn how to make your transition seamless. #SchwabImpact2023
Nick Engelbart retweeted
Carson Group is excited to be named one of the Best Places to Work in Omaha for two years in a row! Learn more about what makes us great here. #BPTWOmaha #LifeAtCarson
omaha.com/business/inside-bu…
Congratulations to our team - @CarsonGroupLLC made the 2023 #IncRegionals list of the fastest-growing companies in the Midwest region for the third year in a row. Proud to be one of only two financial services companies in Nebraska named to the list.
inc.com/regionals/midwest
Young professionals – if you needed any more convincing on why you should end up in Omaha, check out this @YahooFinanzas article on the 30 Best Cities for Young Professionals. Proud to be in the top 15!
The metro area continues to be a great place for young professionals to start their careers and shape their lives. #Omaha ranks #14 on this @YahooFinanzas list of Best Cities for Young Professionals.
es-us.finanzas.yahoo.com/new…
Nick Engelbart retweeted
Be sure to sign up for a very special Outlook 2023 webinar with @sonusvarghese and myself.
We will go over @CarsonResearch's view for what could happen to stocks, bonds, and the economy.
It'll be fun and we will see you there at 2pm ET!
register.gotowebinar.com/reg…
Congrats to our long-time Partner, Ross Lawrence, on becoming a @CarsonWealth office! This minority investment will help their firm's vision to expand.
carsonwealth.com/insights/ne…
Warmest welcome to our newest Partner, Randall and Pobar, LLC. Always exciting seeing our @CarsonGroupLLC Partnership grow!
Focusing on client relationships and financial well-being through both planned and unexpected life changes, Randall & Pobar, LLC is a woman-owned and operated financial firm that we're proud to welcome as a Carson Partner!
randallandpobar.com/insights…
This holiday season, I have loved being able to focus on my family and faith. It is truly so special watching your children grow up and your high school sweetheart be an incredible mother. We are so thankful for all the people and the relationships in our lives!
Celebrated Aubrey's golden birthday this month! She continually brightens our days - and already appreciates spending time together over coffee (or a smoothie).
It’s a little late, but realizing I never shared this picture from @CarsonGroupLLC quarterly planning in September at the Carson Healing Ranch. Nothing beats a Nebraska sunrise spent with uplifting team members.
Welcome our newest @CarsonWealth office just outside of Boston! Congrats to the M&A team, Business Development team, Finance team, Legal team, HR team, Carson Wealth team, and all the project managers who made this happen. carsonwealth.com/insights/ne…
Love that @RetirementRisks and @rchusker’s new book, Find Your Freedom: Financial Planning for a Life on Purpose, asks questions about how we interact with money. This is a great read before you start thinking about your financial legacy.
barnesandnoble.com/w/find-yo…
Honored to be recognized among some incredible Omaha leaders! Thank you @mbjpublications!
Excited to welcome @NickEngelbart to @mbjpublications 40 Under 40 club! You're doing incredible things for @carsongroupLLC and our industry. Congratulations on this achievement!
Congrats to @rchusker and @RetirementRisks on the release of their book, Find Your Freedom! This is such an awesome resource to both advisors and investors.
🎉 The day has finally arrived! Find Your Freedom is available for purchase.
Have you ordered your copy? Comment and use #FindYourFreedom on social to let us know! We want to hear from you!
📖Order from Amazon here: bit.ly/FindYourFreedomBook
@RetirementRisks @rchusker
Nick Engelbart retweeted
Money memories from @rchusker and @RetirementRisks childhood impact who they are today.
Their motivating book “Find Your Freedom” explores how early experiences with money influence future financial decisions. Grab your copy on pre-order today: bit.ly/FindYourFreedomBook
Nick Engelbart retweeted
Let's talk about the midterm elections and your investments with @RyanDetrick
carsongroup.com/insights/blo…
Nick Engelbart retweeted
🌟Bringing with him a wealth of experience, we are pleased to announce Dylan Locke as a Carson Partner! Dylan has always had a passion for helping people and his dedication is shown clearly through his work. Welcome, Dylan – we're lucky to have you!
#financalfirm #FinServ
Welcome to Partnership, Rosevest Financial!
🤝Welcome aboard, Rosevest Financial! Excited is an understatement, our network of partners continues to grow. Here’s to a future of meaningful community and growth!
rosevestfinancial.com/insigh…
#fintwit #lifeatcarson #financalfirm #FinServ #FinancialServices
We had a record number of M&A sessions at #Excell this year! So appreciative of our team’s expertise and presentations to advisors and industry leaders. This week only amplified my excitement toward the future!
