Saint Joseph, MO Office

Cristina Wiebelt Smith is a financial advisor at Carson Wealth with a Series 65 credential and five years of industry experience. She previously worked at CliftonLarsonAllen LLP for eight years and has been associated with Gertsema Wealth Advisors since 2021. Outside of her advisory role, she serves as a board member for St. Joseph Catholic Academy. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach and providing tailored solutions including custom indexing and access to alternative investments.

Nicholas Gertsema is a financial advisor at Carson Wealth with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus and Cetera Advisor Networks LLC. He serves as Advocacy Chair for the Financial Planning Association of Greater Kansas City, focusing on title protection for financial planners. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers a broad range of services including discretionary asset management and retirement plan services, supported by an Investment Committee that oversees model portfolios and provides tailored solutions such as custom indexing and alternative investments.

Scott Keegan is a financial advisor with Carson Wealth in St. Joseph, MO, holding a Series 65 license and five years of industry experience. His prior roles include positions at Gertsema Wealth Advisors, CWM, LLC, and the Missouri Department of Revenue. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Andrew Spitzer Fox I is a Series 65-licensed financial advisor with one year of industry experience. He is currently affiliated with Carson Wealth and has previously worked at Gertsema Wealth Advisors. His background includes four years at Missouri Western State University and four years at Central High School. Carson Wealth (CWM, LLC) is an SEC-registered investment adviser overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that uses fundamental and technical analysis to construct model portfolios.

Dalton Preston is a financial advisor with Carson Wealth in Saint Joseph, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Eagle Strategies, New York Life, and several other firms. Outside of advising, he leases farmland to the USDA under the Conservation Reserve Program. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and providing customized portfolio solutions through various platforms and sub-advisors.