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

R_Carson.PNG
T_Shepherd.PNG
A_Schaben.PNG
S_Conroy.PNG
L_Pierson.PNG
P_West.PNG
J_Hopkins.PNG
J_Carver.PNG
J_Mackrill.PNG
J_Swanson.PNG
E_Wood.PNG
S_Duey.PNG
S_Kubie.PNG
A_Rodawig.PNG

Recent Press & Notable Mentions

Business Development

2 Firms Managing $455 Million in Total Join Carson Partners

Posted on November 28, 2019
Yuma Investment Group Wealth Management, a Yuma, Ariz.-based adviser managing $350 million, and Diamond Wealth Management, which manages $105 million in Las Vegas, Nev., have joined Carson Partners. Carson Partners,…
Learn More!

Investment Experience

2 Financial Principles That Show Whether Clients Are Ready to Invest

Posted on November 27, 2019
When I tell someone I work in personal financial planning, they always want specific answers to issues plaguing their own financial situation. One of the most common questions I hear…
Learn More!

Business Development

‘Nothing Is Stopping’ Google From Entering Wealth Management

Posted on November 26, 2019
Google's newest project takes aim at traditional banking, but wealth management may not be far off. The search engine giant's entry into banking can be partly traced to the recent…
Learn More!

Operations

A Majority of Americans Say 2020 Election Will Be About Other Issues

Posted on November 25, 2019
Only 34% of Americans say the next presidential election will be about the economy, according to a new CNBC and Acorns Invest In You survey conducted by SurveyMonkey released Monday.…
Learn More!

Investment Experience

Ron Carson Talks Walmart Earnings

Posted on November 22, 2019
Matthew Boyle, Bloomberg News U.S. Retail Reporter, and Bloomberg Intelligence Senior Retail Analyst Jennifer Bartashus break down Walmart earnings and retail outlook. Dr. Josh Sharfstein, Director of the Bloomberg American…
Learn More!
Load More News

Contact

For Additional Inquiries & Information, Please Contact:

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

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image