Omaha, Neb. – Nov. 12, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), today announced the launch of the Carson Wealth Advisor Mentorship Program, a new initiative designed to strengthen connection, accelerate professional development and empower advisors to grow and lead within the Carson community.
The program reflects Carson’s practitioner-led culture, pairing experienced advisors with next gen professionals within Carson Wealth’s network to foster learning, build meaningful relationships and expand leadership skills. It’s part of Carson’s broader Generation 2 and Generation 3 advisor initiative, which focuses on preparing the next generation of firm leaders through intentional development and hands-on guidance.
“At Carson, we believe our greatest strength lies in our people,” said Burt White, CEO of Carson Group. “Mentorship is one way we invest in those people and build the bridge between where advisors are today and where they’re capable of going. It helps strengthen confidence and capability, deepens our culture of collaboration and helps ensure continuity across generations of leadership. More broadly, it’s a key part of our long-term strategy to attract, develop and retain top talent across the Carson ecosystem. The firms that will lead the future of wealth management are the ones building intentional pipelines of next-generation advisors to lead with purpose. This program is a meaningful step in preparing and empowering that next generation to carry Carson forward.”
The mentorship program builds on insights from Carson’s 2025 Women in Wealth Study, which highlights the transformative role of mentorship, sponsorship and professional support networks in advisor success. Nearly half (47%) of high-AUM women advisors with more than a decade of experience cited mentorship and professional guidance as among the most important early-career decisions they made. These relationships provide technical insights and offer motivation, accountability and a sense of belonging that helped advisors stay committed to continuous learning. For many, the difference between surviving and thriving in the profession came down to having mentors who offered encouragement and sponsors who opened doors of opportunity.
“This new program is all about belonging, growth and building momentum for the future,” said Lisa VanArsdale, vice president of Advisor Development. “As a practitioner-led firm, we believe the best learning happens from those in the field — advisors helping advisors grow. We’re developing a new class of financial professionals who will be even stronger, more innovative and more collaborative than the last. We believe when advisors have the right mentors and sponsors, they grow faster, feel more supported and bring their best selves to clients. I’ve seen firsthand how powerful it is when experienced professionals open doors for others and create a culture where every advisor feels seen, heard and capable of success.”
VanArsdale, who joined Carson in August, brings more than 15 years of experience as a G2 advisor. She co-founded a wealth management business with her mother and helped grow the practice to more than $500 million in assets before it was sold. VanArsdale’s newly created role focuses on scaling Carson Wealth’s G2 and G3 advisor programs through structured mentorship, leadership councils and learning networks designed to accelerate development and deepen engagement across Carson’s national footprint.
About Carson Group
Carson Group manages over $50 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.