OMAHA, Neb., July 17, 2019 /PRNewswire/ — Carson, one of the fastest growing financial services firms in the country, today outlined its most recent changes to align the organizational structure with the company’s core values of growth and team empowerment.
Among these moves was the decision to appoint co-presidents to lead the firm’s dual vision for advisor and consumer-facing initiatives. Aaron Schaben, Carson’s Executive Vice President, and Teri Shepherd, Carson’s Chief Operations Officer, will share the responsibility in leading the company’s various divisions, now as co-presidents of Carson. Schaben will lead the firm’s business growth and development, overseeing Carson’s coaching and partnership offerings, as well as manage initiatives to support partner growth and engagement. Shepherd will lead the firm’s institutional and retail-focused divisions, including operations, compliance, transformations, technology, communications and stakeholder development.
Schaben, a recent InvestmentNews 40 Under 40 nominee, and Shepherd, a 2018 InvestmentNews Woman to Watch, have helped grow Carson tenfold in the past seven years by leading the organization with a relentless passion for putting the client first and innovating Carson’s advisor solutions.