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Sarah Duey

VP, Trust Services

Sarah received her Bachelor’s Degree in Journalism from the University of Nebraska – Lincoln. She spent the first 15 months after undergraduate as a Fulbright Scholar in Hamburg and Bonn, Germany. She then moved to Orlando, Florida, where she worked in marketing and public relations for several international companies.  After nearly nine years in Florida, Sarah moved back to Nebraska to attend law school at the University of Nebraska College of Law.  Since law school Sarah has been working in Omaha in trust services for two national banks.  She has completed three years of trust school and earned a designation as Certified Trust and Financial Advisor, or CTFA.   Sarah is an executive board member and past president of the Omaha Estate Planning Council and volunteers for the National Association of Estate Planners and Councils.  She is also a member of the Methodist Professional Advisory Group, The Salvation Army Planned Giving Committee and on the board of the Omaha Farmers Market. Sarah is currently working on her designation as a Chartered Advisor in Philanthropy, or CAP®.

When not spending time with her children, Thea (10) and Elliott (8), Sarah loves attending concerts, riding her bike and walking her dogs.

Areas of Expertise

  • Trust Services
  • Estate Planning
  • Philanthropic Giving

As Seen In:

Executive Leadership

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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