Carson makes the complex simple for financial advisors through partnership and coaching – with a mission to be the most trusted in financial advice.

Finance

Carson Group

Carson Group's headquarters in Omaha, NE, United States

Ron Carson

Lantz Hunt

Kristen Buell

Erin Cox

Liz Fishbaugh

Janet Anderson

Ryan Detrick

Julie Pine

Teri Shepherd

Nick Engelbart

The Marketing and Communications team at Carson Group is responsible for developing and executing strategic marketing initiatives that enhance brand visibility and engage financial advisors and their clients. They create compelling content, manage public relations efforts, conduct market analytics, and ensure all communications uphold compliance standards. By fostering strong partnerships and delivering effective marketing campaigns, the team supports Carson's mission to simplify financial advice and build trust in the industry.

Marketing and Communications

The Operations and Engineering team at Carson Group is responsible for optimizing the company’s internal processes and systems to enhance efficiency and service delivery for financial advisors. This team leverages technology and data analytics to streamline operations, develop innovative software solutions, and ensure robust IT infrastructure, all aimed at supporting Carson’s mission of providing trusted financial advice.

Operations and Engineering

The Finance and Accounting team at Carson Group is responsible for managing the company's financial health by overseeing budgeting, financial reporting, and strategic planning. They ensure compliance with regulations, optimize tax strategies, and support mergers and acquisitions to facilitate growth. This team plays a critical role in delivering insights and financial guidance that empower financial advisors in their client interactions.

Finance and Accounting

The Leadership Team at Carson Group drives the strategic direction and operational effectiveness of the company. Comprising key figures like the President, CFO, and CEO, this team collaborates to enhance partnerships, optimize coaching initiatives, and ensure the company remains a trusted leader in financial advice for advisors and their clients.

Leadership Team

The Sales and Business Development team at Carson Group is dedicated to driving growth by building strategic partnerships and expanding the client base for financial advisors. They focus on generating leads, nurturing relationships, and providing support to ensure advisors can simplify complex financial processes and enhance their service offerings. Through collaboration and strategic outreach, the team aims to strengthen Carson's position as a trusted leader in financial advice.

Sales and Business Development

The Human Resources and Talent Management team at Carson Group is dedicated to attracting, developing, and retaining top talent to support the company's mission of simplifying financial advisory services. They focus on strategic recruitment, benefits administration, employee engagement, and utilizing HR technology to create a positive workplace culture that fosters growth and collaboration among employees.

Carson Group

Org chart

Teams

Marketing and Communications

Operations and Engineering

Finance and Accounting

Leadership Team

Sales and Business Development

Human Resources and Talent Management

Offices

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