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, Content & 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 …
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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Recent Press & Notable Mentions

Practice Management

Do you know your value proposition?

Posted on February 14, 2019
In many ways, the 2019 financial advisor looks just like every financial advisor in history: A model advisor helps clients pursue their goals, makes sound investment decisions, and builds …
Learn More!

Retirement

Understanding the 199A Deduction After The New IRS Final Regulations

Posted on February 13, 2019
Despite being in the midst of a government shutdown, the Internal Revenue Service (IRS) was just able to release a 247 page document describing and cementing final rules around section …
Learn More!

Practice Management

Long-Term Care Planning Requires More Than An Insurance Review

Posted on February 12, 2019
One of the biggest unfunded risks for retirees in the United States is long-term care. The reality is that this is a risk for most retirees – …
Learn More!

Practice Management

Making The Most Of An Encore Career

Posted on February 4, 2019
How people define retirement is changing. For most people it doesn’t mean that they will completely stop working. Instead, Americans are looking for encore careers to help them find …
Learn More!
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Contact

For Additional Inquiries & Information, Please Contact:

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