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Paul West

Managing Partner

Having built countless relationships with individuals and families all over the country, Paul holds the leadership role as Managing Partner of Carson Wealth Management.

“Working with people to help them achieve their lifelong dreams and financial goals excites me every day. Guiding our clients to make sound financial decisions all while serving as an Executive Leader of the Carson enterprise allows me an unprecedented opportunity to be bifocal – and it’s this perspective that makes my role in our organization so enjoyable and fulfilling.”

Inside the Carson enterprise, Paul is the former Managing Director of Carson Group Coaching. This role allowed Paul the ability to help both emerging and established advisors in many areas of their practice. It also led him into the current role he serves by advising clients of Carson Wealth, as well as serving as an Executive Leader for the enterprise.

Before joining Carson Wealth, Paul was both an owner and senior executive at a niche-focused RIA advising clients and spent more than nine years in leadership positions at a large broker/dealer where his responsibilities included branch development, recruiting, retention, technology, consulting and operations.

Paul received his Bachelor’s degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha. Paul and his wife, Courtney, have three children, twins Cecilia and Liam, and son, Louie. Paul enjoys golf, traveling, working out and rooting for the Huskers.

Areas of Expertise

  • Wealth Advice
  • Financial Planning
  • Family Financial Dynamics
  • Financial Career Path for Advisors

Accolades

  • Barron's Top 100 Independent Advisors

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