I am passionate about working with independent advisors helping them build, grow and, when ready, successfully retire from the business. Our existing team and efficient systems allow advisors to focus on taking care of their clients (the reason most advisors got into this industry) by supplying them with back office and specialty support – including operations, compliance, marketing, business coaching, as well as office space in a positive, collaborative work environment. We are dedicated to adding value to clients by offering tax support, estate planning, portfolio construction and comprehensive financial planning. We believe in sharing resources, tools, ideas and experience because as a team, we are stronger together. I understand the emotional ties that arise when thinking through a succession plan. Advisors can protect their legacy while creating a sustainable future that leads to valuable benefits for their clients and business.Our mission at Carson Wealth is to be the most trusted firm for financial advice. We want to go on a journey with our clients and partners by providing financial planning and advice that expresses who they are and what they hold most dear – as well as prepare a legacy for the future. When you meet my team, you’ll see their passion to put your needs first and provide you with a comprehensive financial picture that expresses you – not their agenda or the market’s whims. Carson is consistently named one of the top firms in the nation in financial publications, and has been named one of Inc. Magazine’s Fastest Growing Private Companies the past three years.