BACK TO TEAM

Jamie Hopkins

Director of Retirement Research
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and he is the director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The American College. As a professor at the College, he teaches courses in retirement, estate planning, and life insurance. Through his role at The American College, he has educated thousands of financial service professionals and continues to move the needle for retirement income planning.

Professor Hopkins helped co-create the Retirement Income Certified Professional® (RICP®) designation, which has over 6,000 graduates since its inception in 2012, and over 12,000 financial advisors currently enrolled in the program.

Professor Hopkins is considered one of the leading retirement planning experts in the United States and has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 in 2015. In 2017, he was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. Recently, he was appointed as the president of the Academy of Finance and also bestowed the honor of becoming an American Bar Foundation Fellow due to his extensive legal research and involvement. In 2017, Trusts and Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. In 2017 and 2018, Jamie was listed as a Lawyer of Distinction.

Professor Hopkins has also been published in numerous periodicals, including Villanova Law Review, Nebraska Law Review and Hastings Journal of Science and Technology Law, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association. Additionally, Professor Hopkins has helped co-author three text books and has two ebooks on Retirement Planning, Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years and Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement. Forbes listed the Retirement Risks eBook in their Gift Guide: Books Most Recommended By Forbes in 2016. He is also the author of Rewirement: Rewiring The Way You Think About Retirement, which was published in 2018 and focuses on retirement income planning and common misconceptions and biases that hold people back from better planning.

Before joining The American College, Professor Hopkins worked in private equity and clerked for the Honorable Marie E. Lihotz in the Superior Court of New Jersey, Appellate Division. Professor Hopkins received his B.A. in political science at Davidson College, where he was captain of the Division I Men’s Varsity Swim Team. He then attended Villanova School of Law, where he obtained his J.D. and graduated with honors. Later he received his MBA from Villanova University Business School. Professor Hopkins also holds his LLM from Temple University and four financial planning designations, the CFP®, CLU®, the ChFC®, and the RICP®.

Professor Hopkins also has authored a number of article for popular news sources such as for a Forbes, InvestmentNews, Barrons, USA Today, InsuranceNewsNet, and MarketWatch where he was a RetireMentor. Additionally, he serves on the Board of Directors of a technology company that helps serve the retirement income and housing industry, ReverseVision, which was recognized as a Deloitte’s 2015 Technology Fast 500 Company.

Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.

InvestmentNews’ 40 Under 40 project aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. Key attributes looked for among the approximately 1,000 advisers and associated professionals nominated each year are: accomplishment to date, contribution to the industry, leadership and promise. Candidates are nominated online by the general public.

Executive Leadership

Janet Anderson

VP, Operations

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Teri Shepherd

President

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

President

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Jessica Harrington

Executive Business Coach

J.J. Peller

Business Coach

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Sales Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Justin Starnes

Senior Vice President, Sales & Distribution

Mark Page

VP, Strategic Partner Development

Morgan Mithlo

Business Development Consultant, Central

Tyler Hamik

Business Development Consultant, East

Steven M. Laska

Vice President, Business Development, East

Andy Larson

Business Development Consultant, Central

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development - Central Region

Ethan Goff

Business Development Consultant

Katie McGuire

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central

Wish Your Clients Bragged About Your Tech?

close-link

Tired of
Never Really Clocking Out?

close-link