Carson Group, one of the fastest-growing financial services firms in the U.S., today announced that Daniel Applegarth has joined the company as Chief Financial Officer. In addition, Eric Vrba has joined the firm as Controller. Applegarth comes to Carson after an 18-year tenure at Orion Advisor Solutions, where he oversaw financial operations across the firm’s …
Carson Group announced that seven of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. The following advisors were recognized on this year’s list: #12 Jason …
Carson Group, one of the fastest-growing financial services firms with over $35.5 billion in client assets, announced today that Dani Fava has stepped into the newly vacated role of Chief Strategy Officer and Heather Randolph Carter will join the firm as Chief Marketing Officer. As members of Carson’s executive leadership team, they will play a …