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Carson

Company Name

Carson

Main Industry

Management Consulting, Business Services

Website

www.carsongroup.com

Contact Information

Headquarters

14600 Branch Street, Omaha, Nebraska, 68154, United States

(888) 321-0808

Omaha, Nebraska Office

13321 California St, #100, Omaha, Nebraska, 68154, United States

(402) 691-4483

Cedar Rapids, Iowa Office

42-7TH Ave SW, Ste 102, Cedar Rapids, Iowa, 52404, United States

(319) 200-8700

Carson Profile and History

Founded in 1993, Carson Group is a financial advisory services company. They provide investment advising through their companies such as Carson Wealth, Carson Coaching, and Carson Partners. All three divisions of Carson Group are headquartered out of Omaha, Nebraska.

CWM , LLC.

Carson Wealth Management

CWM , LLC

Carson Group

Pesta & Pesta Wealth Management

Revenue

$143.1 M

Employees

200

Founded

1983

Funding History

Carson raised a total of $2 M in funding over 1 rounds.

Carson Executive Team & Key Decision Makers

Name & TitleContact Info
Teri Shepherd
Teri Shepherd

President

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Aaron Schaben
Aaron Schaben

President

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Jack Castle
Jack Castle

Chief Operations Officer

(301) ❅❅❅-❅❅❅❅

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Scot Thigpen
Scot Thigpen

President

❅❅❅❅@thethigpengroup.com

(601) ❅❅❅-❅❅❅❅

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Kip Mack
Kip Mack

President

(404) ❅❅❅-❅❅❅❅

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Mary Gulick
Mary Gulick

Chief Marketing Officer

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Nimesh Patel
Nimesh Patel

Chief Technology Officer

❅❅❅❅@carsongroup.com

(312) ❅❅❅-❅❅❅❅

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Ben Mathis
Ben Mathis

Chief Information Officer

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Mary Glick
Mary Glick

Chief Marketing Officer

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James Clements
James Clements

Chief Compliance Officer

❅❅❅❅@carsongroup.com

(531) ❅❅❅-❅❅❅❅

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Dan Tobin
Dan Tobin

Chief Risk Officer

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Solomon Berry
Solomon Berry

Senior Manager, Operations

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Nancy Caton
Nancy Caton

Managing Director

❅❅❅❅@carsonwealth.com

(724) ❅❅❅-❅❅❅❅

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Kelly Jamieson
Kelly Jamieson

Regional Manager, Compliance

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Jack Ashburn
Jack Ashburn

Associate VP, Business Consulting

❅❅❅❅@carsongroup.com

(314) ❅❅❅-❅❅❅❅

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Emily Rahav
Emily Rahav

Talent Engagement Specialist

❅❅❅❅@carsongroup.com

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Loftis Delpha
Loftis Delpha

Partner Success Manager

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Karl Strube
Karl Strube

Senior Tax Planner

❅❅❅❅@carsongroup.com

(531) ❅❅❅-❅❅❅❅

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Matt Pearson
Matt Pearson

Manager, Operations

❅❅❅❅@carsonwealth.com

(515) ❅❅❅-❅❅❅❅

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Daydreanne Loftis
Daydreanne Loftis

Partner Success Manager

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Nicki Wells
Nicki Wells

Client Service Manager

❅❅❅❅@carsonwealth.com

(812) ❅❅❅-❅❅❅❅

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Tom Mullen
Tom Mullen

Tax Associate

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Meg Ronspies
Meg Ronspies

Senior Communications Coordinator

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Joe Steuter
Joe Steuter

Senior VP, Corporate Communications

❅❅❅❅@carsongroup.com

(402) ❅❅❅-❅❅❅❅

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Matt Friedrichsen
Matt Friedrichsen

Ricp Wealth Advisor

❅❅❅❅@carsonwealth.com

(515) ❅❅❅-❅❅❅❅

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Top Carson Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Carson.

Programming Languages

(7 Technologies)

Web Analytics

(5 Technologies)

Other Advertising Software

(4 Technologies)

Retargeting

(4 Technologies)

Frameworks and Libraries

(4 Technologies)

Carson Email Formats

ParameterSample EmailPercentage

Carson Top Competitors

CompanyEmployeesRevenueTop technologies
Wealth Management

Wealth Management

168$36 M
Homrich Berg

Homrich Berg

107$23.2 M
The Colony Group

The Colony Group

200$42.3 M
RMB Capital Management

RMB Capital Management

175$90.2 M
HighTower Advisors

HighTower Advisors

700$360.9 M

Your Questions, Our Answers

Get Free Access to Carson Contacts Info

What is Carson revenue?

Carson revenue is $143.1 M

How many employees does Carson have?

Carson has 200 employees

Where is Carson headquarters located?

Carson headquarters are located in 14600 Branch Street, Omaha, Nebraska, 68154, United States

What are Carson’s primary industries?

Carson’s main industries are: Business Services, Management Consulting

Who is Carson’s CEO?

Carson’s CEO is Ron Carson

What are some additional names or alternative spellings that users use while searching for Carson?

Carson appears in search results as CWM , LLC., Carson Wealth Management, CWM , LLCCarson Group, Pesta & Pesta Wealth Management...See More