Fort Atkinson, WI Office

Valerie Jones is a ChFC® credentialed financial advisor with Carson Wealth in Fort Atkinson, WI. She has experience working at multiple firms and organizations since 2016, including Financial Impact Advisors, CWM, LLC, Cetera Advisor Networks, and the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion under management. The firm provides services such as discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to develop and monitor model portfolios with fundamental and technical inputs.

Todd Wolff is a financial advisor with Carson Wealth who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked with firms including Noel-Schopen Inc., LPL Financial, Cetera Advisor Networks, and Financial Impact Advisors. Wolff is also licensed to sell life, health, disability, annuities, and long-term care insurance. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with a combination of fundamental and technical analysis.

Debra Ranguette is a financial advisor at Carson Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of advising, she is a partner in an accounting and tax firm and serves as a director on the board of a local bank. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and offering customized investment solutions through partnerships and third-party providers.

Taylor Smithyman is a CFP® professional with 11 years of industry experience, currently associated with Carson Wealth. He has worked with Financial Impact Advisors and LPL Financial, and is a partner at Business & Tax Systems, LLC, an accounting firm. He also serves as president of his local Rotary Club. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing tailored portfolio solutions supported by technology and custodial partnerships.