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

31,000+ 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

Paul West

Managing Partner

Jamie Hopkins

Managing Director, Carson Coaching and Director, Retirement Research
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Jason Carver

Vice President, Mergers & Acquisitions

Jud Mackrill

Chief Marketing Officer

Saumen Chattopadhyay

Chief Investment Officer
CFA®, CPA

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

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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Recent Press & Notable Mentions

Retirement

How The SECURE Act Will Impact Young Savers And Investors

Posted on January 8, 2020
As a somewhat surprising end-of-year move, the SECURE Act was attached to a government funding bill. Why this is surprising isn’t because the bill was passed, but that it got…
Learn More!

Business Development

Selling A Business In 2020? Take These 6 Steps Before St. Patrick’s Day

Posted on January 7, 2020
When you’re ready to sell your business, you want the highest possible return on your investment of time, energy and capital. That’s why it’s not enough to simply put your…
Learn More!

Retirement

Why The SECURE Act Makes 2020 The Year Of Missed RMDs From IRAs

Posted on January 6, 2020
With Congress agreeing to pass the SECURE Act, which represents the first major retirement legislation since the Pension Protection Act of 2006, the required minimum distribution (RMD) rules that impact retirement…
Learn More!

Practice Management

12 Year-End Money Strategies You Can’t Afford To Overlook

Posted on January 3, 2020
As year-end approaches, there’s still time to make sure you’re on track toward your important financial goals, including maximizing retirement savings and taking steps to reduce your tax exposure. Begin…
Learn More!

Investment Experience

Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes

Posted on January 2, 2020
Congress just agreed to a bipartisan appropriations bill that will help avert another government shutdown. However, attached to the spending bill is a piece of legislation called the Setting Every Community…
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Contact

For Additional Inquiries & Information, Please Contact:

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

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