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

30,000+ 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

Business Development

$350M Yuma Investment Group Joins Carson, Aims for Further Growth in the Southwest

Posted on November 15, 2019
Omaha, NE – November 15, 2019 – Yuma Investment Group Wealth Management, a comprehensive financial planning firm established in 2001, announced today that the team is joining Carson Partners in order to…
Learn More!

Business Development

$105M Nevada-based Diamond Wealth Partners with Carson

Posted on November 15, 2019
Omaha, NE – November 14, 2019 – Diamond Wealth Management, a full-service advisory firm headquartered in Las Vegas, Nevada, announced today that the team is joining Carson Partners in order to achieve…
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Business Development

Teri Shepherd is One of WealthManagement’s Ten to Watch

Posted on November 15, 2019
Carson President Teri Shepherd has been named to WealthManagement’s Ten to Watch in list, honoring innovators and influencers set to change the industry in 2020. Teri Shepherd’s work in financial…
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Business Development

Ron Carson Listed in Barron’s Advisor Hall of Fame

Posted on November 14, 2019
“Barron’s Hall of Fame” is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in…
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Practice Management

Buying Back Your Firm

Posted on November 13, 2019
It’s clear from a conversation with Kabarec, a senior wealth advisor at Carson Wealth Palatine in Chicago, that he loves what he does and seems to cherish these days at…
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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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