Getting to Know: Kelsey Ruwe

Carson Wealth

Posted on July 27, 2016

Getting to Know: Kelsey Ruwe, Director of Human Resources

Kelsey joined Carson Wealth in May 2008 as an Event Coordinator and Executive Assistant to Ron. Her passion for helping and developing others led her to the Human Resources department in 2011. She is now the Director of HR and adds value to the firm by finding top talent to join their amazing team and also providing an incredible culture where stakeholders can develop both personally and professionally.

Kelsey grew up in a state park in central Nebraska where her father was the superintendent. She misses having seven lakes and an entire campground in her backyard!

Kelsey and her husband Chad have a daughter, Everly James, who was born in October 2015. Evie and her older sister (their yellow lab Lucy) have quickly become best friends. When not chasing Evie and Lucy around the house, Kelsey and Chad enjoy running, golfing and planning activities with friends and family.

How Your Employee Benefits Fit into Your Financial Plan

By Carson Wealth

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.

Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

By Paul West

The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful.

In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

By Jamie Hopkins

But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.

The Power of ‘Emotional ROI’ Through Charitable Giving

By Paul West

Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

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Getting to Know: Kelsey Ruwe

RECENT POSTS

How Your Employee Benefits Fit into Your Financial Plan

Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

The Power of ‘Emotional ROI’ Through Charitable Giving

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