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Jamie Hopkins

Managing Director, Carson Coaching

Areas of Expertise

  • Retirement Income Planning
  • Behavioral Finance
  • Succession Planning
  • Estate Planning Strategies

Accolades

  • InvestmentNews 40 Under 40
  • The American Bar Association Top 40 young attorneys in the country
  • Lawyer of Distinction in 2017 & 2018
  • American Bar Foundation Fellow

Speaking Topics

  • Rewirement: Rewire The Way You Think About Retirement
  • Breaking Down and Building Up Social Security: The Retirement Income Cornerstone
  • Rewire The Way You Use Home Equity In Retirement Income Planning
  • Afterlife In The Cloud: A Process For Digital Asset Planning
  • 10 Retirement Planning Tax Tips for Individuals and Small Business Owners

As Seen In:

Executive Leadership

Teri Shepherd

President

Aaron Schaben

President

Kim Reed

Vice President, Finance & Accounting

Brian Green

Senior Vice President, Corporate Strategy

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Lantz Hunt

Chief Transformation Officer

Ben Mathis

Chief Information Officer

Dan Tobin

Chief Risk Officer

Janet Anderson

Chief Operating Officer, Carson Partners

Ron Carson

Founder and CEO

Executive Board

Teri Shepherd

President

Aaron Schaben

President

Jim Brown

Board Member

Kevin Bhatt

Board Member

Ron Carson

Founder and CEO

Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Bobby Steinau

Vice President, Business Consulting

Jason Carver

Managing Director, Mergers and Acquisitions

Scott Conroy

Managing Partner, Business Consulting & Training

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Business Development

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