We Are Carson Partners
Our firm is part of a nationwide network of advisors, Carson Partners. Carson is made up of partner firms across the country, serving everyone from young families just starting out to ultra high net worth retirees.
As a Carson Partner, we can provide the top resources and thought leaders of a national company, while still knowing you by name when you stop by. We are committed to helping you and your family grow on your terms and your timeline.
How We Serve You
Our goal is to make the complex simple so you can focus on living the life you want. We provide:
Guidance to help you set and work towards your financial goals so you can live the life you’ve always wanted.
Accountability so you can avoid emotional decision-making and stay on track.
Organization to provide a clear picture of your financial situation, free of clutter or confusion.
Education so you can invest with the confidence that comes from understanding your portfolio.
A Trusted Partner to collaborate with you through the twists and turns of life.
Meet the Carson Team
Founder & CEO
Ron, the founder and CEO of Carson Group, is a Barron’s Hall of Fame advisor and a well-recognized leader in the profession. A New York Times best-selling author, Ron is accredited as a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, and a Chartered Financial Consultant, as well as a noted business leader.
In his role with Carson, Aaron is focused on continually improving the overall client experience. He is constantly researching and working with Carson’s partner firms to bring new strategies, enhance communications, improve client education and drive transparency.
Teri focuses on strategic planning and development, financial forecasting and analysis, as well as continuous improvements to optimize the client experience. Teri leads the operations, technology, compliance and legal teams that oversee more than 95 advisor firm locations.
Director of Retirement Research
A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law, along with making regular appearances at Carson Partners events.
Wealth Enhancement Group
Over 150 years combined experience
Over 90 years combined experience
Over 75 years combined experience
Lion Street, Inc
Equity Planning, Inc. has partnered with Lion Street, Inc. to enhance our ability in providing tailored life insurance strategies for our clients. The partnership gives us access to premier insurance carriers and the products and services they offer while providing exclusive resources and technologies. With an experienced team of advanced planning strategists, we may exceed the unique and complex insurance needs of our clients.
Lion Street, Inc., based in Austin, Texas, is comprised of an elite network of firms which specialize in life insurance, business insurance and wealth management solutions for high-net-worth individuals, family offices, business owners and corporate clients.
Lion Street, an insurance strategy resource is not affiliated with CWM, LLC and Cetera Advisor Networks LLC.