Celebrating Carson Partner Impact
Twice a year at Partner Summit, Carson Group gives the Partner Impact Award to three Partners who have done exemplary community service work over the last year. Every year, we’re so excited to see how each of our partners give back.
Carson Partner Impact Award winner: Gertsema Wealth Advisors
Carson Partner Impact Award winner: Equanimity Wealth Advisors
Carson Partner Impact Award winner: Valorem Financial
Changing the industry for the better
Carson’s nonprofit partner is committed to empowering the next generation of financial professionals. FinServ Foundation provides coaching, mentorship and internship opportunities for students from 15+ financial planning programs all over the country. Carson is the establishing partner of this foundation, which is now led by Jamie Hopkins, Managing Partner of Carson Wealth, Aaron Schaben, President, and Kelsey Ruwe, Chief of Staff.
Rock the Street Wall Street
Rock the Street Wall Street is an organization committed to bringing more women into the financial services industry by cultivating an interest in finance at the high-school level, before girls choose their majors. Beyond just donating to the organization, many of Carson’s female executives regularly teach on financial services careers at local high schools. This effort is spearheaded by Senior Vice President, Financial Planning & Advanced Solutions Erin Wood.
State of Women in Wealth Management
Starting in 2022, Carson commissioned a study of the experiences of female financial advisors, firm owners and operations teams to better understand the barriers that contribute the underrepresentation of women in the field. The goal is to track changes in these experiences over time, as well as to form problem-solving communities to implement solutions at Carson and beyond.
Ron & Jeanie Carson’s Changemaking Work
The Carsons’ foundation that grants wishes to terminally ill seniors. To date, the foundation has made nearly 400 dreams come true!
At the 2021 Excell Conference, Ron Carson pledged a $400,000 match to Charity: Water to help address the lack of clean drinking water for 771 million people globally.
Ron Carson’s commitment to environmental impact has positively impacted marine wildlife by helping preserve global coral reefs.
Volunteering Time, Sharing the Wealth
Each year, Carson gives every stakeholder personal time off specifically to use for volunteer work they’re passionate about. We also match all Stakeholder charitable gifts up to $500 per year. Here are some of the organizations that Carson Stakeholders support.