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

Kelsey Ruwe

Chief of Staff

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

Senior VP, Financial Planning and Advanced Solutions

Sarah Duey

VP, Trust Services

Scott Kubie

Senior Investment Strategist

Alex Rodawig

Managing Director & Head of Carson Wealth

Our Books

Tested in the Trenches


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


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

Approved Photos

Headshot Downloads


Recent Press & Notable Mentions

Business Development

Carson Partners Welcomes FMI of Yakima and Kennewick to Network

Posted on August 28, 2020
Omaha, Nebraska – August 27, 2020 – Financial Management, Inc. (FMI), a wealth management firm headquartered in Yakima, Washington, with over $100 million in client assets under management, is the latest firm…
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Business Development

Carson Partner Bender Financial Services Rebrands to Carson Wealth

Posted on August 10, 2020
HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to…
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New Labor Dept. Fiduciary Rule Would Open Door For Conflicted Advice And High Commissions

Posted on July 31, 2020
Ring the bell for the latest round of consumer financial protections. Progress for consumer financial protections might not be over, but they are clearly knocked down heading into the second…
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Business Development

6 Questions To Ask Your Financial Advisor To Determine Their Value

Posted on July 30, 2020
New research and analysis from Carson Group Coaching  shows a huge divide between what clients want from financial advisors and what financial advisors are delivering. What clients named as most valuable…
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Practice Management

5 Ways To Protect Yourself From The Latest Coronavirus Scams

Posted on July 29, 2020
From personal protective equipment to bogus cures and vaccines, coronavirus-related scams are spreading faster than the virus itself. According to multiple government agencies and watchdogs, scams and cyberattacks have spiked…
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For Additional Inquiries & Information, Please Contact:

Kendra Galante Public Relations Specialist 402-691-4483