Michael Gruidel

Wealth Planner

Michael graduated from the University of Nebraska-Lincoln with a Business degree in Economics in 2015. Out of college he spent two and a half years with Mutual of Omaha working in life and disability insurance sales and a brief stint as a financial advisor. From there he went on to work at TD Ameritrade towards the end of 2018 as a client service representative and became a licensed broker in 2019.

Michael has a small close knit family with one older sister and one younger sister. His father John was an omaha police officer for 30 years and recently retired. His mother Patty is still working as a recruiter for temporary staffing companies. His family is a big part of his life and he enjoys spending Husker game days with his family.

Michael and his girlfriend Gisèle volunteer with the Heartland German Shepherd Rescue (HUGS) here in Omaha and frequently take on foster dogs. They have two dogs of their own, Leo, a one year old german shepherd, and Daphne, a six year old terrier mix. Both were adopted from HUGS and are the sweetest puppies in the world.

Getting To Know Michael

Favorite food


Favorite quote

“Enjoy the little things for one day you may look back and realize they were the big things.”

If Dan could meet anyone, past or present, it would be

His first ancestors to arrive in the United States

Favorite movie


Favorite holiday

4th of July

Place Dan would most like to visit


Executive Leadership

Teri Shepherd


Aaron Schaben


Kim Reed

Senior Vice President, Finance & Accounting

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Lantz Hunt

Chief Operating Officer, CWM, LLC

Ben Mathis

Chief Information Officer

Dan Tobin

Chief Risk Officer

Janet Anderson

Senior Vice President, Service and Support

Ron Carson

Founder and CEO

Executive Board

Teri Shepherd


Aaron Schaben


Ron Carson

Founder and CEO

Jamie Hopkins

Managing Partner of Wealth Solutions

Coaching & Consulting

Mark Wellwood

Vice President, Business Consulting

Jon Reidenouer

Vice President, Business Consulting

Jaclyn Peal

Vice President, Business Consulting

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Joanna Swanson

Vice President, Advisor Growth & Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Business Development