Managing Partner, Business Consulting, Service, And Training
CurrentThe Carson Group serves financial advisors and investors through its businesses including Carson Group Partners, Carson Group Coaching and Carson Wealth Management Group. We prepare today’s advisors and investors for tomorrow’s challenges through guidance, execution and growth. For advisors, Carson Group Partners simplifies the complexities of owning a firm and managing a strong client base by providing coaching, partnership and succession solutions. They’re able to focus on growing their practice with scalable, integrated resources in marketing, investment management, operations, technology and a community of growth-minded advisors.Headquartered in Omaha, Nebraska, our partners span across the U.S. With $8.5B+ in total assets, we provide tools, resources and services to current Partners serving HNW and UHNW clients with average advisory assets of more than $200M per practice.Carson Group Coaching is the country's leading financial advisor coaching and resources program. Members receive one-on-one and group coaching support; various resources, strategies, systems and tools; and participation in a growth-minded community of top advisors. Through this support and guidance, studies have found Carson Group Coaching members grow by 2.5X the industry average, over a two-year period.Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group is consistently named one of the top independent firms in the nation by Barron's and other elite financial publications.
