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

Assets Under Management

$20 Billion


130+ Partners


43,000+ Families

Recently Recognized

Recent Press & Notable Mentions

news Business Development

Carson Group Named InvestmentNews’ DEI Award Recipient for 2023

Posted on June 5, 2023
Carson Group has been named one of three corporate Diversity Champions for 2023 in the annual InvestmentNews' Diversity, Equity and Inclusion (DEI) Awards. InvestmentNews’ DEI Awards recognizes financial services …

news Business Development

Carson Group Hires Jen Abboud-Smith to Head Firm’s Customer Acquisition Strategy

Posted on May 4, 2023
Firm’s Innovative Lead Generation Program Yields Impressive Results in First Year   Carson Group announced that Jen Abboud-Smith has joined the firm as senior vice president of client acquisition. …

news Business Development

Carson Group Named One of the Midwest’s Fastest Growing Private Companies

Posted on March 6, 2023
Carson Group was ranked No. 190 on Inc. magazine’s annual Inc. 5000 Regionals: Midwest list. Recognized for the second year in a row, the Inc. 5000 is one of …

news Business Development

Financial Planning for a Life on Purpose: Jamie Hopkins & Ron Carson Release New Book

Posted on November 21, 2022
Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life …

news Business Development

2022 Carson Group State of Women in Wealth Management Report Reveals Top Barriers to Women Joining & Staying in the Industry

Posted on November 10, 2022
Carson Group revealed the results of its first-ever State of Women in Wealth Management Report during Excell REPRESENT. The research study looked at the experiences and perceptions of both …
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Our Thought Leaders

Ron Carson

Founder and CEO

Burt White

Managing Partner and Chief Strategy Officer

Teri Shepherd


Aaron Schaben


Jamie Hopkins

Managing Partner, Wealth Solutions

Nick Engelbart

Chief Financial Officer

Paul West

Managing Partner

Nimesh Patel

Chief Technology Officer

Kelsey Ruwe

Chief of Staff

Scott Conroy

Managing Partner, Business Consulting & Training

Erin Wood

Senior Vice President, Financial Planning & Advanced Solutions

Ryan Detrick

Chief Market Strategist

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 …
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 …

Media Assets

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Carson Group
Carson Partners
Carson Wealth
Carson Coaching

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For Additional Inquiries & Information, Please Contact:

Megan Belt Director of Public Relations (531) 213-2539