Our Team
Michael Carlson, CPA/PFS, CFP®, EA
Coaching and helping people and businesses to be more financially successful. I work with businesses and individuals to map out and execute their financial plans. I also do educational seminars and workshops to help people understand financial topics such as retirement planning and social security optimization. I am also currently running Dave Ramsey, Financial Peace seminars and am one of the ten advisors Dave Ramsey connects people in the Omaha area who are looking for help with their investments. We have completed Dave Ramsey's Financial Coaching program.
Lisa Bonhert - Admin Assistant
Lisa is a bright and chipper personality and is often available if I am tied up working with clients. Lisa is versed on the Dave Ramsey Financial Peace program and has been through the class with her and her husband. Lisa also helps us with tax and accounting services on the other side of the business.
Wealth Management
Wealth Management handles our back office and manages over $3 Billion in Assets for various CPAs across the country. By outsourcing our back office, it frees me up to spend more time working directly with clients. Wealth Management was started in 1999 and has been helping CPA firms like ours manage portfolios for over 20 years. Wealth Management has over 75 people on staff and is owned and managed by a large private equity group - Integrity Marketing - who employs thousands of advisors and employees throughout the US.
TD Ameritrade
We custody clients' assets at TD Ameritrade which is now owned by Charles Schwab. By using an outside large independent institution like TD Ameritrade to provide custody of your investments it ensures maximum transparency. This provides sleep good insurance knowing your assets are actually invested.