Council members joining the Carson Group executive team include Eric Clarke, CEO of Orion Advisor Services; John Furey, Principal and Founder of Advisor Growth Strategies; Kate Healy, Managing Director of Institutional Marketing at TD Ameritrade Institutional; Matthew Schulte, Senior Vice President at eMoney Advisor; Lowell Putnam, Co-Founder and CEO of Quovo; Todd Cassler, President of Institutional Distribution at John Hancock; and Jon Wagner, former SVP and Chief Architect at eMoney Advisor. Each council member will serve for a term of two years. The group plans to hold one in-person meeting per year with the potential for more frequent interaction on an ongoing basis.
"Our focus on helping Carson Group advisors grow has never been sharper," said Aaron Schaben, Managing Partner of Carson Institutional Alliance. "Combine that with the quality of our council members and the intimate forum we've created, and you have the ideal environment for cultivating meaningful change and forward-focused innovation."
"As a company, we believe in the benefits of having a healthy dose of proactive paranoia, both in terms of the value we provide to advisors and the position we hold in the market," said Laura Pierson, Managing Partner of Peak Advisor Alliance. "Incredible things happen when you're able to gather strong partners and industry pioneers in one place, all with a singular objective of reinventing and improving your business. We look forward to seeing that opportunity unfold and to having these thought leaders participate in the conversation as we lay the groundwork for the future of our firm."
About Carson Group
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Peak Advisor Alliance, and Carson Institutional Alliance. The entities prepare today's advisors and investors for tomorrow's challenges through guidance, execution and growth. Founded in 1983, Carson Wealth has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high net-worth clients. Established in 1993, Peak Advisor Alliance is one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of nearly 1,100 advisors. Carson Institutional Alliance empowers advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. All three organizations are headquartered in Omaha, Nebraska, but serve a broad base of advisors and investors across the country.
Carson Wealth and Carson Institutional are DBA as CWM, LLC. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
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SOURCE Carson Group