Carson Media Kit


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


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


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


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


28,000+ Families


5,000+ Advisors

Recently Recognized

Our Thought Leaders

Ron Carson

Founder & CEO

Teri Shepherd


Aaron Schaben


Scott Conroy

Managing Partner, Business Consulting & Training

Paul West

Managing Partner

Jamie Hopkins

Managing Director, Carson Coaching

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

Proven in the Trenches


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


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

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Carson Group
Carson Partners
Carson Wealth
Carson Coaching

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Recent Press & Notable Mentions

Business Development

$100M Bain Wealth Management in Oregon Joins Carson Partners

Posted on June 24, 2020
Omaha, Nebraska – June 1, 2020 – Bain Wealth Management, a family-owned boutique investment and financial planning firm based in Salem, Oregon, announced today that they have joined with Carson Partners in…
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Business Development

Carson Wealth Puts Down Roots in the Boston Metropolitan Area, Brings on Three Offices

Posted on June 24, 2020
Boston, Massachusetts – June 9, 2020 – Andrew Nigrelli, AIF®, RFC®, CMFC® announced today the addition of Wealth Advisor William Newell, CFP®, Newell will affiliate with one of the fastest-growing advisory firms…
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Business Development

Ron Carson’s New Book Highlights 11 Proven Principles to Help Advisors Reinvent Their Value

Posted on May 12, 2020
Omaha, Nebraska – May 12, 2020 – As financial services—along with every other industry—experiences the implications of a global pandemic and a volatile market, many advisors are grasping for ways to better…
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I’m Retired and Claim Social Security — Do I Still Get the $1,200 Stimulus Check?

Posted on April 13, 2020
Many Americans are expecting a check from the federal government within the next month, as part of a stimulus package intended to provide the country financial relief as COVID-19 stresses…
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Advisors Wrap Their Heads Around $2tn Stimulus Package

Posted on April 10, 2020
President Donald Trump signed a $2tn Coronavirus stimulus bill. The bill — known formally as the Coronavirus Aid, Relief and Economic Security Act (CARES Act) — has a number of…
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For Additional Inquiries & Information, Please Contact:

Kendra Galante Public Relations Specialist 402-691-4483