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Solutions
Solutions
Choose the best coaching option for your firm.
Explore Coaching
Executive Business Coaching
Dedicated consulting to help optimize your firm.
Carson Coaching Online
Courses and resources designed to help you grow.
Specialty Coaching
Specialized advice when you need it.
Group Coaching
A group coaching program that is a source for community and development.
About
About
Learn more about us and how we help advisors.
Explore Coaching
About
We make the complex simple for advisors and the clients they serve
Our Team
Meet the team devoted to providing you the best solutions possible
Our Members
Learn how our coaches help advisors grow their businesses
Events
Hear from keynote speakers and industry thought leaders at different events across the country
Insights
Insights
Articles and advice to help your firm reach its full potential.
Explore Coaching
Blog
The latest insights from experts in the industry.
Framework Podcast
Explore the financial profession with top names in the industry.
Webinars
Can’t get out of the office? Learn right from your desk.
Resources
Download resources designed to help you reach your goals.
Newsletter
Stay up to date with the latest finance centric articles.
Schedule Your Free Call
Meet Our Team
Meet Our Team
Coaching & Consulting
Coaching & Consulting
Jamie Hopkins
Managing Partner of Wealth Solutions
Sarah M. Cain
Vice President, Coaching & Consulting
Tammy Breitenbach
Executive Business Coach
Jessica Harrington
Executive Business Coach
Greg Opitz
Executive Business Coach
Michael Rose
Executive Business Coach
J.J. Peller
Executive Business Coach
Dr. Gerry Herbison
Executive Business Coach
Leadership
Leadership
Ron Carson
Founder and CEO
Teri Shepherd
President
Aaron Schaben
President
Jamie Hopkins
Managing Partner of Wealth Solutions
Nick Engelbart
Chief Financial Officer
Burt White
Managing Partner and Chief Strategy Officer
Kelsey Ruwe
Chief of Staff
Alex Rodawig
Managing Director & Head of Carson Wealth Management
Scott Conroy
Managing Partner, Business Consulting & Training
Dan Tobin
Chief Risk Officer
Nimesh Patel
Chief Technology Officer
Gregg Johnson
National Sales Director
Dan Marquis
Managing Director, Corporate Development & Strategy
Jamie Carroll
Managing Partner and Wealth Advisor
Ben Mathis
Chief Information Officer
Brian Green
Senior Vice President, Corporate Strategy & Product Development
Erin Wood
Senior Vice President, Financial Planning & Advanced Solutions
James Clements
Chief Compliance Officer
Janet Anderson
Senior Vice President, Service and Support
Joe Steuter
Senior Vice President, Corporate Communications
Kim Reed
Senior Vice President, Finance & Accounting
Lantz Hunt
Chief Operating Officer, CWM, LLC
Ryan Detrick
Chief Market Strategist
Paul West
Managing Partner
Nelly Carson
Chief Comfort Officer
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