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

36,058 Families

Guiding

5,000+ Advisors

Recently Recognized

Recent Press & Notable Mentions

news Business Development

President George W. Bush to Shine a Light on Leadership at Carson Excell 2021

Posted on March 19, 2021
OMAHA, Neb., March 19, 2021 /PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the country, today announced a special guest for the 35th edition of its flagship annual conference, Excell…

news Business Development

Carson Group Recognized on Inc. Magazine’s List of the Midwest’s Fastest-Growing Private Companies

Posted on March 17, 2021
Ron Carson’s firm, established in 1983, ranks #135 on the list OMAHA, NEB., March 16, 2021 – Carson Group is excited to announce that it has been ranked #135 on…

news Business Development

Price Financial Group Affiliates with Industry-leading Carson Partners

Posted on February 24, 2021
PORTLAND, Ore., Feb. 24, 2021 – Price Financial Group, an independent investment and wealth management firm in Beaverton and Portland, OR, is excited to announce their alignment with Carson Partners. Bo Caldwell, CEO and…

news Business Development

Carson Partners Welcomes Lane Brothers & Co. to Network

Posted on February 8, 2021
Scottsdale, Arizona – February 8, 2021 – Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced…

news Business Development

Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania

Posted on January 4, 2021
DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that…
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Our Thought Leaders

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Scott Conroy

Managing Partner, Business Consulting & Training

Paul West

Managing Partner

Kelsey Ruwe

Chief of Staff

Jamie Hopkins

Managing Director, Carson Coaching

Jason Carver

Managing Director, Mergers and Acquisitions

Joanna Swanson

Vice President, Advisor Development

Erin Wood

Senior Vice President, Financial Planning & Advanced Solutions

Sarah Duey

VP, Trust Services

Scott Kubie

Senior Investment Strategist

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Our Books

Proven in the Trenches

Book

Proven in the Trenches

Author: Ron Carson
The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they…
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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Contact

For Additional Inquiries & Information, Please Contact:

Kendra Galante Public Relations Specialist 402-691-4483 kgalante@carsongroup.com

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