The Carson Wealth Management Group, ranked 15th on Financial Advisor’s 50 Fastest-Growing firms of 2019, is working to get even bigger. Less than a month after being named to the annual list, the company is restructuring both inside and out.
Founded by Ron Carson in 1983, the Omaha-based RIA recently announced an organizational shake-up by appointing Aaron Schaben, Carson’s executive vice president, and Teri Shepherd, Carson’s chief operations officer, as co-presidents, according to a news release.
Schaben will lead the firm’s business growth and development, overseeing Carson’s coaching and partnership offerings, as well as managing initiatives to support partner growth and engagement.