Carson Media Kit

Overview

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.

All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted in financial advice.

Carson Wealth

1983

Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.

Carson Wealth

1993

Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and accountability that drive proven results.

Carson Wealth

2012

Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.

Quick Stats

Serving

28,000+ Families

Guiding

5,000+ Advisors

Recently Recognized

Our Thought Leaders

Ron Carson

Founder & CEO

Teri Shepherd

President

Aaron Schaben

President

Scott Conroy

Managing Partner, Coaching & Consulting

Laura Pierson

Managing Partner, Vice President of Events

Paul West

Managing Partner

Jamie Hopkins

Director of Retirement Research
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Jason Carver

Vice President, Mergers & Acquisitions

Jud Mackrill

Chief Marketing Officer

Joanna Swanson

Vice President, Advisor Development

Erin Wood

VP, Wealth Planning

Sarah Duey

VP, Trust Services

Scott Kubie

Senior Investment Strategist

Alex Rodawig

Managing Director & Head of Carson Wealth

Our Books

Tested in the Trenches

Book

Tested in the Trenches

Author: Ron Carson & Steve Sanduski
In Tested in the Trenches Ron explains how securities representatives, insurance professionals, investment advisors and CPA’s can build and sustain a million-dollar financial services practice while creating great lives along…
The Sustainable Edge

Book

The Sustainable Edge

Author: Ron Carson & Scott Ford
Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in…

Media Assets

Download Full Media Kit or Scroll to Find Individual Assets

Downloadable Logos

Carson Group
Carson Partners
Carson Wealth
Carson Coaching

Approved Photos

Headshot Downloads

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Recent Press & Notable Mentions

Practice Management

Carson Partner Pangea Wealth Expands to New England with Retirement Plan Consultant Kevin Cicci

Posted on September 13, 2019
Omaha, NE – September 12, 2019 – Pangea Wealth, an Arizona-based wealth management and workplace retirement plan consulting firm, announced today that retirement plan consultant Kevin Cicci and his team will partner…
Learn More!

Practice Management

Carson Wealth Leading the Way for Those Living with Crohn’s & Colitis

Posted on September 5, 2019
The Nebraska Chapter of the Crohn’s & Colitis Foundation will host its annual Night of Champions Gala on November 2, 2019, at 6 p.m. at the Omaha Marriott Downtown in…
Learn More!

Business Development

$70M AUM Advisor Beth Walker Joins Carson Wealth

Posted on August 27, 2019
Omaha, NE – August 26, 2019 – Beth Walker, an advisor who has specialized in financial strategies for families with college-bound children and author of Never Pay Retail for College, today announced…
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Practice Management

Breaking Down The Basics Of HSAs

Posted on August 26, 2019
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free…
Learn More!

Business Development

St. Louis’ Albritton Financial Services Partners with Carson

Posted on August 23, 2019
Omaha, NE – August 19, 2019 – Albritton Financial Services (AFS), a financial planning firm headquartered in St. Louis, Missouri, announced today that the team is fueling its growth by joining the…
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Contact

For Additional Inquiries & Information, Please Contact:

Joe Steuter Vice President, Marketing Communication 402-697-5448 jsteuter@carsongroup.com

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