The Finance and Operations Team at Carson Wealth Management Group is dedicated to ensuring seamless financial management and operational efficiency. They support the overall mission by providing expert wealth advisory services, managing client relationships, streamlining operational processes, and overseeing financial reporting and compliance. This collaborative team works to enhance client experiences and facilitate the firm's growth through strategic business development and tailored financial solutions.
Aimee Richards
Senior Accountant
Alex Jensen, CFP®, C...
Director, Private Client Wealt...
Alyssia Lee
Operations Associate
Audrey Kernodle Jone...
Associate Wealth Advisor
Cara Zucker
Marketing Specialist
Cole David
Business Development Officer
David Saylan
Accounting Specialist
Karen Brown
Director Of Operations
Megan Umsted
Accounting Specialist
Molly Bender
Marketing Coordinator
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