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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, CTFA. Sarah has also earned her CAP® (Chartered Advisor in Philanthropy) in 2019 and AEP® (Accredited Estate Planner) designation in 2020. 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 a member of the Methodist Professional Advisory Group, and is a board member of the Omaha Farmers Market.

When not spending time with her children, Sarah loves attending concerts, riding her bike, walking her dogs, and tending to her flock of backyard chickens.

Areas of Expertise

  • Trust Services
  • Estate Planning
  • Philanthropic Giving

As Seen In:

Executive Leadership

Teri Shepherd

President

Aaron Schaben

President

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

President

Aaron Schaben

President

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 Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Business Development