Getting to Know: Mandy Korpi

Carson Wealth
Posted on August 31, 2016
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

I joined Carson Wealth in April 2016 and have been working as an Operations Associate on the Operations Team. I previously worked in the Special Education world, and my most recent work experience prior to Carson Wealth was as a Staffing Manager at a local staffing firm. Although this has been a big career change for me, I am enjoying the constant learning and challenges that are presented to me each day. My daily goal is to assist our advisors and other internal stakeholders to help our clients achieve True Wealth.

I grew up in Omaha and met my Wisconsin born husband (don’t judge him!) a couple of years ago, and we married this past July 1. We have a dog named Frank and when not at work I enjoy reading and watching sports; especially the Green Bay Packers!

Screen Shot 2016-08-30 at 12.49.52 PM

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Creative Destruction!! Are You Ready?

By Ron Carson
Published by Ron Carson Joseph Schumpeter coined the idea of creative destruction in the 1940s. Despite many examples since then of innovators like Netflix crushing once-untouchable businesses like Blockbuster, much of the financial services industry still lives in denial of the threats we …

10 Facts To Know About Carson Wealth

By Minna Burns
Published by Minna Burns Many people hear the name Carson Wealth and they know us to be a trustworthy and reputable wealth management firm, they are aware of Ron Carson’s success over the years and they recognize our headquarters on 132nd and Dodge in Omaha, Nebraska.

Intestate Succession

By Andrew Rogers
A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass.

Achieving True Wealth

By Andrew Rogers
When I think about True Wealth, I picture myself towards the end of my life looking back. I know that I really have reached True Wealth when I can be at peace with my life.
1 2 3 … 87 88 89 90 91 … 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

Categories

TweetsFollow Us