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

28,000+ 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
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

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

Managing Director & Head of Carson Wealth

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

Business Development

Ron Carson’s New Book Highlights 11 Proven Principles to Help Advisors Reinvent Their Value

Posted on May 12, 2020
Omaha, Nebraska – May 12, 2020 – As financial services—along with every other industry—experiences the implications of a global pandemic and a volatile market, many advisors are grasping for ways to better…
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Retirement

I’m Retired and Claim Social Security — Do I Still Get the $1,200 Stimulus Check?

Posted on April 13, 2020
Many Americans are expecting a check from the federal government within the next month, as part of a stimulus package intended to provide the country financial relief as COVID-19 stresses…
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Operations

Advisors Wrap Their Heads Around $2tn Stimulus Package

Posted on April 10, 2020
President Donald Trump signed a $2tn Coronavirus stimulus bill. The bill — known formally as the Coronavirus Aid, Relief and Economic Security Act (CARES Act) — has a number of…
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Business Development

Change Management Expert Gerry Herbison Joins Carson Coaching

Posted on April 8, 2020
Omaha, NE – April 8, 2020 – Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program,…
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Business Development

‘Business as usual’: Coronavirus hasn’t hurt Omaha-area construction projects

Posted on April 6, 2020
It’s full speed ahead right now at many Omaha-area construction and redevelopment sites. Some might even be accelerated. That’s the word from multiple developers and construction leaders who said the…
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Contact

For Additional Inquiries & Information, Please Contact:

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