Omaha, NE – August 29, 2018 – Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, announced the expansion of its business development team with the addition of Mike Kurz and Wendy Matheny. Both collectively bring more than 40 years of experience guiding financial advisors in the growth of their business and challenging firms to better serve their clients.
“Advisors are looking for guidance in every area of their business,” said Ron Carson, CEO and founder of Carson Group. “Mike and Wendy bring extensive experience and an advisor-first approach to helping drive firms forward as the profession evolves. Their tenacious focus on putting the client’s best interests first and their passion for this profession make them extremely valuable additions to our team. We look forward to seeing the impact they have, both for our organization and for the advisors they serve.”
As Vice President of Business Development covering the south-central region of the U.S., Kurz will meet with top-tier wealth management firms to uncover their most pressing growth challenges and empower teams to build more compelling value propositions for their clients. In addition to an extensive background in financial services, he’s dedicated a considerable effort in being a student of the profession through seeking out and completing multiple certifications and designations, all with a goal of having a greater impact on the success of the advisors he serves.
“I immediately fell in love with Carson Group’s approach to solving for and removing the pain of being a financial advisor or, for that matter, an investor served by those in our profession,” said Kurz. “Growing up in the old world of broker-dealer/RIA hybrid service providers, I witnessed firsthand how the handcuffs of outdated legacy systems constrained advisors. Carson Group’s breakthrough was born out of the refusal to let this old-world belief system touch our future – and I believe it’s something special that advisors and investors have yet to experience.”
Joining the team as Vice President of Business Development for the Mid-Atlantic region for Carson Group, Wendy Matheny will also help advisor firms better understand the organization’s full offering of solutions. She looks forward to connecting with advisors who share the desire to grow – and who want to better serve their clients at the highest level.
“Carson Group’s ultimate mission aligns perfectly with the unique mindset I bring to the RIA profession,” said Matheny. “I’ve spent the last 14 years partnering directly with advisors with diverse business models. Yet, nothing has compared to the technology-driven client experience Carson Group has built. My background as both an investment consultant and marketer gives me the opportunity to help equip advisor firms to improve their client’s lives every day.”
Kurz and Matheny join a fast-growing business development team of 16 stakeholders across the U.S. The expansion comes in response to a record-breaking year for Carson Group’s business development, which has added more than $3.2 billion in committed assets to the organization’s platform in the last eight months.
“Advisors are demanding better technology, integrated infrastructure and effortless experiences for their clients – and they’re quickly recognizing we can provide it all in a single solution that elevates their value proposition overnight,” said Katie Grider, National Sales Manager for Carson Group. “We plan to double our team over the next 18 months just to support advisor demand and help them grow eight times faster than the industry average – and do it all while doubling their fun factor.”
Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.