Specialized Advice When You Need It

Financial advisors wear many hats – business owner, financial planner, marketer, salesperson, technology specialist, and many more. It’s safe to say you’re probably not an expert in every area of your business. That’s where our specialty coaching program comes in. Join us at one of our events or receive coaching from highly specialized subject matter experts on the topic of your choice.
Get Started

Specialty Coaching Calls

Schedule a block of coaching calls with subject matter experts in:
  • Change Management
  • Executive Leadership
  • Kolbe™ Consulting
  • Technology
  • Investment Management
  • Charitable Planning
  • Fee-Based Offerings for Low-Asset, High-Income Clients
  • Advanced Higher Education
  • Your Customized Request

Meet Your Specialty Coaches

Preston Cherry*

Specialty Coach
  • Complex Financial Planning
  • Advanced Higher Education
  • Wealth Management
  • Client Connection and Communication
  • 15-plus Years in Wholesaling, Investment Management, and Financial Planning Experience
  • Founder & President of Concurrent Financial Planning
  • Assistant Professor of Finance & Personal Financial Planning, University of Wisconsin - Green Bay
  • PhD, CFP®
  • Doctorate of Philosophy (PhD), Personal Financial Planning, Texas Tech University
  • Bachelors of Business Administration in Finance, Prairie View A&M University
Meet Preston

Gerry Herbison

Specialty Coach
  • Executive Leadership
  • Business Operations
  • People Management
  • Director of the CLF Program, The American College
  • Assistant Professor of Management Studies, The American College
  • DBA, ChFC®, CFP®, CASL®, CLF®
  • Doctorate in Business Administration, Wilmington University
  • Master’s in Management, The American College of Financial Services
  • Bachelor’s in Corporate Communications, Ithaca College
Meet Gerry

Craig Lemoine*

Specialty Coach
  • Risk Management
  • CFP Certification & Planning
  • Advanced Higher Education
  • Utilizing Alternate Asset Classes
  • 20-Plus Years Wealth and Risk Management Experience
  • Financial Planning Program Director at University of Illinois
  • PhD, CFP®, MRFC®
  • Doctor of Philosophy (PhD), Texas Tech University
  • Bachelor’s of Financial Planning, Texas Tech University
Meet Craig

Dana Holt*

Specialty Coach
  • Philanthropic planning
  • 13 years at Fortune 300 financial services company
  • Former Estate Planning Attorney
  • CEO of HOLT Consulting
  • Founder of Turning Wealth Into What Matters™
  • Chair of Minnesota Planned Giving Council
  • JD, RICP, AEP®, CAP®
  • Juris Doctorate from Mitchell Hamline School of Law
  • Bachelor's Degree, Southern Illinois University
Meet Dana

Daralee S. Barbera*

President and Principal
  • Executive Leadership
  • Business Operations
  • People Management
  • Strategic Planning
  • Leadership Development
  • Team Building
  • Succession Planning
  • EdD, CPBC
  • EdD in Leadership and Organizational Change from the University of Southern California
  • Bachelor’s in Mathematics from California State University, Long Beach
  • Master of Arts in Secondary Education from California State University, Long Beach
  • Adjunct faculty at The American College of Financial Services
  • Adjunct faculty at California Lutheran University
Meet Daralee

Jim Petersen*

CEO and Founding Principal
  • Executive Leadership
  • Business Operations
  • People Management
  • Professional Business
  • Executive Coaching
  • Financial Planning
  • Risk Management
  • Entrepreneurial Endeavors
  • Ethics
  • Leadership
  • PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, ChSNC®, AEP, CPBC
  • BS, United States Naval Academy, Annapolis, MD
  • MSFS, MSM, The American College of Financial Services, King of Prussia, PA
  • PhD, The American College of Financial Services, King of Prussia, PA
Meet Jim

Maqsood S. Mamawala*

Associate and Executive Coach
  • Executive Leadership
  • Business Operations
  • People Management
  • Leadership
  • Performance Management and Development
  • Team Dynamics
  • Effective Presentation Skills
  • MBA, CPBC
  • MBA in International Marketing, University of Wisconsin-Whitewater, U.S.A.
  • Chartered Financial Consultant, (ChFC), The American College, U.S.A.
  • Chartered Life Underwriter (CLU), The American College, U.S.A
  • Certified Professional Business Coach (CPBC), Professional Business Coaches Alliance, U.S.A.
  • Bachelor of Science (BSc) in Chemistry, Physics, and Mathematics, University of Pune, India
  • Fluency in Hindi, Gujarati, and a working knowledge of French, Urdu & Marathi
Meet Maqsood

Thomasina E. Skipper*

President and Principal
  • Executive Leadership
  • Business Operations
  • People Management
  • Strategic Planning
  • Leadership Development
  • Team Building
  • MBA, CPBC, ChFC®, CLU®, CLF®
  • NAAWLI Fellow 2007-2008
  • 2008 Recipient of the GAMA First in Class Award in Leadership
  • 22 Year Qualifier for State Farm’s Ambassador Travel Program
  • Member of Links, Inc. Omaha Chapter
  • Member of three (3) Professional Study Groups
  • 2010 Master Multiline Award Winner
  • 2010 International Management Award Winner –Diamond Level
  • 2013 Cy Pick Awardee of GAMA, International
Meet Thomasina
* Not an employee of Carson and is engaged as an independent contractor to provide services to Carson Coaching members.

Get Started Today

Interested in joining the Carson Coaching community? Let’s chat! We’ll get you started down the path that’s right for your firm.
  • This field is for validation purposes and should be left unchanged.