Let's Build What's Next Together

Choose the path that fits your business and ambitions.

Flexible Paths to Growth

Independent Advisors

Get the support you need to scale while maintaining control of your business.

Equity Advisors

Unlock liquidity, capital, and expanded capabilities through a partial or full investment partnership with Carson.

Employee Advisors

Grow your career and client base in a supportive culture that propels you forward.

If you’re an advisor that’s looking for the next phase, the next step in your career, in your business, make sure you find a partner, not a vendor.

National Team

Gregg Johnson

National Sales Director

Teri Armbruster

VP, Sales Management & Enablement

West

CA, OR, WA, NV, AZ, UT, ID, MT, WY, CO

Liz Fishbaugh

VP, Business Development

Jessica Palacios

AVP, Business Development

Midwest

ND, SD, NE, KS, MN, IA, MO, WI, IL, MI, IN, KY, TN

Randy Harrison

VP, Business Development

Alex McHugh

AVP, Business Development

Northeast

OH, PA, MD, WV, NY, NJ, DE, VT, NH, MA, CT, RI, ME, VA

Kristi Harrison

VP, Business Development

John Malloy

AVP, Business Development

Southeast

TX, AR, LA, MS, AL, NC, SC, GA, FL

Sean Lindenbaum

VP, Business Development

Jake Feuker

AVP, Business Development

*Disclaimer: Estimate based on a 2023 Fidelity Investments RIA Benchmarking Study measuring industry average organic growth of assets under management “AUM” (excluding market appreciation and M&A) compared to Carson’s internal analysis of average partner organic AUM growth. 2.1x is the total difference after three years of growth calculated using annual organic AUM growth data from each study over the same period (2020-2022) with the same methodology and compounding effect applied.