We are proud to be affiliated with a network of growth-minded advisors through Carson Partners. This partnership empowers us to live out our purpose: to be the most trusted for financial advice. In an increasingly complex profession where investors need someone they can trust, we stand for something simple – always put the client first.
This partnership allows us to remain independent, meaning we have the freedom to make recommendations deemed to be in the best interest of our clients. We inspire our clients to live their lives by design, not by default. Through back office support such as marketing, operations, technology and more, Carson Partners helps advisors like us focus on what matters most – our clients.
- Nationwide network of advisors devoted to making the complex simple.
- A full team of specialists supporting your advisor and financial plan.
- Technology focused on helping you stay connected to your accounts and your advisor.
- A client-first approach to financial planning and wealth management.
We Are Carson Partners
Our firm is part of a nationwide network of advisors, Carson Partners. Carson is made up of partner firms across the country, serving everyone from young families just starting out to ultra high net worth retirees.
As a Carson Partner, we can provide the top resources and thought leaders of a national company, while still knowing you by name when you stop by. We are committed to helping you and your family grow on your terms and your timeline.
How We Serve You
Meet the Carson Team
Founder & CEO
Ron, the founder and CEO of Carson Group, is a Barron’s Hall of Fame advisor and a well-recognized leader in the profession. A New York Times best-selling author, Ron is accredited as a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, and a Chartered Financial Consultant, as well as a noted business leader.
In his role with Carson, Aaron is focused on continually improving the overall client experience. He is constantly researching and working with Carson’s partner firms to bring new strategies, enhance communications, improve client education and drive transparency.
Teri focuses on strategic planning and development, financial forecasting and analysis, as well as continuous improvements to optimize the client experience. Teri leads the operations, technology, compliance and legal teams that oversee more than 95 advisor firm locations.
Director of Retirement Research
A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law, along with making regular appearances at Carson Partners events.