Striving to be a prominent voice and advocate for the independent advisor, I am the Chief Market Strategist at Carson Group. I work with Carson’s investment team to build and deliver an investment ecosystem that drives growth for the firm’s 120 partners, who collectively manage $20 billion in ...more

Striving to be a prominent voice and advocate for the independent advisor, I am the Chief Market Strategist at Carson Group. I work with Carson’s investment team to build and deliver an investment ecosystem that drives growth for the firm’s 120 partners, who collectively manage $20 billion in assets. In addition, I help communicate and formulate our investment decisions and views.less