Omaha, Neb. – July 17, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced a partnership with Crescent Financial, a wealth management business in Seneca, S.C., serving approximately $200 million AUM. The team is led by President Jan Fredman and Managing Partner Lori Kelley.
Originally from Sweden, Fredman moved to the U.S. to accept a college tennis scholarship prior to beginning his career in financial services in 1984. He founded Crescent Financial Advisors in 2010 and then teamed up in 2016 with Kelley, whose career spanned from banking to operations to wealth management. They provide personalized, proactive financial advice and planning to help clients pursue their financial aspirations, often leveraging relationships with local CPAs, attorneys and insurance agents to address each individual’s comprehensive financial needs.
“Jan and Lori have built an exceptional business grounded in a client-first philosophy, and we’re honored to support their continued success by providing the technology, operational infrastructure and strategic guidance advisors need to thrive,” said Gregg Johnson, Carson Group’s National Sales Director. “As Crescent enters an exciting new phase of growth—with plans to double their AUM over the next three years—we have a tremendous opportunity to drive sustainable success while upholding the high standard of client service that defines both Carson Group and Crescent Financial.”
As a Carson Partner, Crescent Financial can now leverage Carson’s extensive ecosystem of resources, including its newly developed AI assistant built on proprietary data, as well as the rest of the company’s tech stack. Carson Group is streamlining operations and introducing innovative solutions designed to give advisors more time to focus on delivering exceptional client service.
“This partnership allows us to offload administrative burdens, tap into a team of experts and focus on what we do best: serving our clients. It also gives me the chance to do the work I love, with the support of a larger team I can lean on for advice,” said Kelley. “At a time when regulatory demands and technological complexity are growing, it’s more important than ever to align with a partner who understands our values.”
Fredman added, “We’re proud to join Carson Group—a firm we’ve admired since first meeting their team in 2011 and one that shares our deep commitment to client service. This partnership marks an exciting new chapter, allowing us to be part of something larger while remaining true to our core mission of putting clients first. We look forward to being part of a like-minded organization that will help us continue delivering the high-quality service our clients expect, now with even greater support and scale.”
About Carson Group
Carson Group manages over $42 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.