BACK TO TEAM

Erin Wood

Senior VP, Financial Planning and Advanced Solutions

Erin began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties. However, being a local girl at heart, Erin decided to sell her practice and move back to the Omaha area so she could be closer to her family, and so she could help people from the community that shaped who she is today. Her work in Omaha continued as a Private Client Advisor for a regional firm, where she was quickly asked to create and lead her own financial planning team. The success in this venture along with her continued passion for helping others led Erin to her career with Carson Wealth Management.

Erin graduated from Northwest Missouri State University in 2002 with a B.S. in Communications and Finance. She holds a Certified Financial Planner designation, as well as Chartered Retirement Planning Counselor designation. Erin is currently enrolled at Creighton University where is she working on completing a M.S. in Financial Psychology and Behavioral Finance.

Erin shares her life with her husband and two children. Their number one passion is travelling with their children (and without!), learning about new cultures – especially new food. In her private time Erin enjoys kickboxing and reading books. Erin and her husband enjoy SCUBA diving; each of them holding SCUBA certifications and always looking for their next underwater adventure. Erin has explored the waters of St. Maarten, Isla Mujeres, the US and British Virgin Islands and Kauai, Hawaii.

Areas of Expertise

  • Personal Finance
  • Practice Management
  • Financial Psychology and Behavioral Finance
  • Retirement Planning

As Seen In:

Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd

President

Janet Anderson

Chief Operating Officer, Carson Partners

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance & Accounting

Dan Tobin

Chief Risk Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Scott Conroy

Managing Partner, Business Consulting & Training

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Teri Shepherd

President

Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Jason Carver

Vice President, Mergers & Acquisitions

Business Development