I work with financial advisors looking to grow their business or retire from the industry through succession planning. Having transitioned my own business before making my permanent home with Carson Wealth, I am in the unique position to offer firsthand experience and candid insight from the ...more

I work with financial advisors looking to grow their business or retire from the industry through succession planning. Having transitioned my own business before making my permanent home with Carson Wealth, I am in the unique position to offer firsthand experience and candid insight from the advisor’s perspective. I have also aided in the successful transition of several financial advisors and their practices. I understand the emotional ties that arise when thinking through a succession plan. Advisors can protect their legacy while creating a sustainable future that leads to valuable benefits for their clients and business. As a Carson Wealth office, we are dedicated to helping investors and advisors find their freedom. Our existing team and efficient systems allow advisors to focus on what is most important – taking care of clients. We supply back office and specialty support – including operations, compliance, marketing, tax support, estate planning, portfolio construction and comprehensive financial planning – as well as office space in a positive, collaborative work environment. We employ a servant-leadership approach because our goal is to help both advisors and clients thrive.I work with financial advisors looking to grow their business or retire from the industry through succession planning. Having transitioned my own business before making my permanent home with Carson Wealth, I am in the unique position to offer firsthand experience and candid insight from the advisor’s perspective. I have also aided in the successful transition of several financial advisors and their practices. I understand the emotional ties that arise when thinking through a succession plan. Advisors can protect their legacy while creating a sustainable future that leads to valuable benefits for their clients and business. As a Carson Wealth office, we are dedicated to helping investors and advisors find their freedom. Our existing team and efficient systems allow advisors to focus on what is most important – taking care of clients. We supply back office and specialty support – including operations, compliance, marketing, tax support, estate planning, portfolio construction and comprehensive financial planning – as well as office space in a positive, collaborative work environment. We employ a servant-leadership approach because our goal is to help both advisors and clients thrive. Activityless