Omaha, Neb. – Jan. 20, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that wealth advisors Keith Blythe and Jaime Gerber have joined the firm to launch a new independent practice, Bixler Financial. The former colleagues teamed up to join Carson Group and reported serving approximately $145 million AUM.
Both advisors are longtime residents of Northeast Indiana with deep roots in the community. Blythe spent his career helping clients navigate retirement, investments and long-term financial planning. He is known for his hands-on approach and for building lasting relationships grounded in trust and transparency. Gerber worked as an assistant in financial services for nearly two decades before transitioning to her advisor role. She takes great care and consideration in putting her clients’ best interests at heart. They are supported by Administrative Assistant Andrea Schoch.
Based in Decatur and Geneva, Ind., they launched Bixler Financial to expand the Bixler Insurance offering to include wealth management services. With Carson’s support, they look forward to elevating the client experience and providing more personalized services including retirement planning and investment advisory to individuals, families and business owners throughout the region. Their focus is on helping clients make confident financial decisions and plan for what matters most.
“We’ve always been passionate about serving clients with trust, transparency and accountability,” said Blythe. “Joining Carson allows us to take that commitment to the next level by offering a more holistic approach to financial wellness. The resources, technology and investment expertise we now have access to will help us deliver a truly comprehensive client experience. It’s about having the right team behind us so we can spend more time building relationships and guiding clients toward their goals.”
Gregg Johnson, National Sales Director at Carson Group, welcomed the Bixler Financial team, saying, “Keith and Jaime have built a trusted reputation in their community, and we’re thrilled to partner with them. Carson’s platform is designed to help firms like Bixler Financial grow faster and serve clients with greater depth. By combining their local relationships with our national scale, we’re confident they’ll continue to elevate their business and expand the impact they have on the families they serve.”
Blythe, who previously participated in Carson Coaching, said his familiarity with Carson’s culture and systems made the decision an easy one. He said, “The level of support at Carson is unmatched. The platform brings together the best of investment management, marketing, and financial planning under one integrated framework, allowing us to operate more efficiently and focus entirely on serving our clients.”
About Carson Group
Carson Group manages over $55 billion* in assets and serves more than 54,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
Carson Group is a DBA of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.