Your Financial Planning Team

Meet your team! We have assembled a team with unique personalities and areas of expertise in order to assist you in any financial planning scenario.

Meet our National Team     Meet our Wichita Team

Wealth Advisors
Brent Dome

Brent Dome

Managing Partner & Wealth Advisor
Karsten Bond

Karsten Bond

Managing Partner & Wealth Advisor
Chad Phipps

Chad Phipps

Managing Partner & Wealth Advisor
Marta Curry

Marta Curry

Wealth Advisor
Kevin Gruetter

Kevin Gruetter

Wealth Advisor
Ben Heeren

Ben Heeren

Wealth Advisor
Trey Liebau

Trey Liebau

Wealth Advisor
Clark McDonald

Clark McDonald

Wealth Advisor
Shawn Powell

Shawn Powell

Wealth Advisor
Byron Watkins

Byron Watkins

Wealth Advisor
Client Services
Micoli Bates

Micoli Bates

Operations Associate
Shirley Johnson

Shirley Johnson

Client Relationship Associate
Terri McGinn

Terri McGinn

Client Relationship Associate
Advanced Solutions Team
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Michael Gruidel

Michael Gruidel

Paraplanner
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching
Jody Jackson

Jody Jackson

FPQP™

Paraplanner
Brett Murray

Brett Murray

Paraplanner
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Senior Wealth Planner
Krista Thompson

Krista Thompson

CPA

Senior Wealth Planner
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions
Ryan Yamada

Ryan Yamada

CFP®

Planner
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Brett Carson

Brett Carson

CFA®

Director of Research
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst
Jeff Harris

Jeff Harris

Senior Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Drew Reisdorff

Drew Reisdorff

Senior Trader
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Kevin Zlomke

Kevin Zlomke

Director of Trading
Alyssa Zuck

Alyssa Zuck

Trade Operations Analyst