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

27,000+ 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

Laura Pierson

Managing Partner, Vice President of Events

Paul West

Managing Partner

Jamie Hopkins

Director of Retirement Reseach

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

Business Development

Carson Launches Digital Storefront with On Demand Print, Design Service for Partner Firms

Posted on July 23, 2019
Omaha, NE – July 23, 2019 – Carson, one of the fastest growing financial services firms in the country, today announced a partnership with Lincoln, Nebraska-headquartered Firespring, an innovative …
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Practice Management

Carson Announces Aaron Schaben and Teri Shepherd as Co-Presidents

Posted on July 17, 2019
OMAHA, Neb., July 17, 2019 /PRNewswire/ -- Carson, one of the fastest growing financial services firms in the country, today outlined its most recent changes to align the organizational structure with the company's …
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Practice Management

Carson Adds Saumen Chattopadhyay to Lead Investment Platform

Posted on July 11, 2019
Omaha, NE – July 11, 2019 – Carson, one of the fastest growing financial services firms in the country, recently announced that Saumen Chattopadhyay, CFA®, CPA, FCA, will join …
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Business Development

Ruggie Wealth Management Becomes Second Barron’s Top Advisor to Join Carson Wealth in 2019

Posted on July 9, 2019
TAVARES, Fla., July 9, 2019 /PRNewswire/ -- Tom Ruggie, ChFC®, CFP®, a Barron's top 1200 advisor and President/CEO of $566M RIA Ruggie Wealth Management with three Central Florida offices, today announced his team's decision to affiliate …
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Practice Management

Five Things I Would Tell My Pre-Millionaire Self

Posted on July 1, 2019
As a society, we’re really good at celebrating our successes, but we don’t talk nearly enough about our failures. Why does that matter? Our attitudes toward failure directly impact our …
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Contact

For Additional Inquiries & Information, Please Contact:

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