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

Carson Partners Welcomes Dynamic Legacy Planning

Posted on July 28, 2021
Omaha, NE – July 28, 2021 – Dynamic Legacy Planning, a full-service wealth management firm based in Greenfield, Indiana has chosen Carson Partners as the best platform to serve …

news Business Development

Carson Partners Affiliate Gold Family Wealth Welcomes Daniel Armas, CFP®

Posted on May 21, 2021
Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners …

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 …

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 …

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 …
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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 Partner of Wealth Solutions

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 …
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 …

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:

Mary Kate Gulick Chief Marketing Officer 888-321-0808 mgulick@carsongroup.com