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

20,000+ Families

Guiding

5,000+ Advisors

Recently Recognized

Our Thought Leaders

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

Aaron Schaben

Executive Vice President, Managing Partner

Scott Conroy

Managing Partner, Coaching & Consulting

Laura Pierson

Managing Partner, Vice President of Events

Paul West

Managing Partner

Jamie Hopkins

Director of Retirement Research

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

Vice President of Executive Business Consulting

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

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Recent Press & Notable Mentions

Practice Management

5 Spring Cleaning Tips from Marie Kondo to Declutter Your Financial Life

Posted on April 16, 2019
The Japanese organizing consultant, Marie Kondo, set off a decluttering craze across the globe with her Kondo sums it up perfectly: your real life begins after putting your house in order.…
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Practice Management

Future of Advice – Ron Carson

Posted on April 15, 2019
Ron Carson: Data can protect clients from their own bad decisions Data is the new world currency, according to the Carson Group founder, speaking at the InvestmentNews Future of Advice…
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Investment Experience

Jamie Hopkins on NBC10

Posted on April 9, 2019
Economists are split on whether or not the United States is headed for another recession. With 2007’s recession still on people’s minds, the possibility of another economic downturn is creating…
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Technology

Apple’s New Credit Card Keeps Advisors Guessing

Posted on April 9, 2019
The Apple credit card is the latest offering by a Silicon Valley tech giant looking for a ready-made avenue into the financial services’ sector. While the new card mostly benefits…
Learn More!

Practice Management

Advisors Spend Less Than 20% of Their Time Meeting Clients, Study Claims

Posted on April 4, 2019
Financial advisors are spending less than 20% of their time in client meetings, a Kitces.com survey shows. “If 80% of advisors’ time is consumed with back-office and administrative tasks, they may…
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Contact

For Additional Inquiries & Information, Please Contact:

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

Go Beyond the Ordinary

Learn How To Grow Your Firm Without Losing Your Client Focus At Excell 2019.
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