Carson
Carson's Overview
Carson Group is a prominent financial services firm dedicated to being the most trusted for financial advice and simplifying the complex for both investors and financial advisors. The firm operates through three main channels: Carson Wealth, providing direct-to-consumer wealth management; Carson Coaching, one of the largest coaching programs for financial advisors in the U.S.; and Carson Partners, offering a platform for independent advisors to affiliate, utilizing Carson's technology, investment strategies, and operational support. Their mission is to empower clients and advisors to achieve their financial goals through a comprehensive ecosystem of services and a client-first approach.
Where is Carson's Headquarters?
HQ Function
The headquarters serves as the primary operational hub, housing executive leadership, technology development teams, advisor support services, marketing, compliance, and wealth management operations. It is central to strategic planning, innovation, and coordinating services for its network of partners and clients.
Notable Features:
Opened in 2021, the 200,000-square-foot campus features three interconnected, state-of-the-art buildings. Notable amenities include a food hall, a full-service coffee bar, a fitness center with personal trainers, an outdoor amphitheater, and advanced technology infrastructure designed to foster collaboration and innovation.
Work Culture:
The HQ fosters a dynamic, collaborative, and growth-oriented work environment. Emphasis is placed on employee well-being, continuous learning, and a 'stakeholder' (clients, advisors, team members, community) first mentality. The modern campus and its amenities are designed to support this culture and attract top talent.
HQ Significance:
The Omaha headquarters represents Carson Group's significant growth, its commitment to innovation, and its dedication to providing a world-class environment for its employees and visiting advisors. It centralizes its expanding operations and serves as a physical embodiment of its brand, values, and future-forward vision in the financial services industry.
Values Reflected in HQ: The HQ's architecture and amenities embody Carson Group's core values. 'Stakeholders First' is evident in the client-centric design and advisor support facilities. 'Relentless Pursuit of Better' is reflected in the advanced technology and innovation hubs. The professional and modern 'Appearance' of the campus boosts brand and morale. Spaces designed for open communication foster 'Candor,' and the overall efficiency of the campus aims to drive 'Results' and excellence.
Location:
Carson Group's primary operations and services are focused within the United States. Its advisory network, technology platform, and regulatory compliance are U.S.-centric, serving American investors and financial advisors. While its thought leadership, coaching resources, and educational content may reach an international audience of financial professionals, its direct wealth management and partnership services are U.S.-based.
Street Address:
14400 West Dodge Road
City:
Omaha
State/Province:
Nebraska
Country:
USA
Carson's Global Presence
Nationwide, USA (various partner and Carson Wealth offices)
Address: Multiple locations across the United States. Carson Group's network includes numerous Carson Wealth offices and affiliated Carson Partner firms.
To provide accessible, high-quality financial advice and wealth management services across the country, empowering local advisors with national resources and support, and catering to diverse regional client needs. This distributed model allows for personalized service with the backing of a major national firm.
Buying Intent Signals for Carson
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Executive Team of Carson
As of April 2025, Carson' leadership includes:
Investors of Carson
Carson has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Carson Group has seen significant leadership evolution in the past year, including key strategic hires and internal promotions to strengthen its executive team. Notable changes include the appointment of Dani Fava as Group President, Product & Tech Strategy, and promotions elevating Kelsey Ruwe to Co-President, and Gregg Johnson and Justin Spittler to Managing Partner roles.
New Appointments:
Technology (Tech Stack) used by Carson
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Carson Email Formats and Examples
Carson Group commonly uses an email format consisting of the employee's first initial followed by their last name. Other formats such as 'first.last' may also be in use, particularly for common names or specific roles.
[first_initial][last]@carsongroup.com
Format
jdoe@carsongroup.com
Example
85%
Success rate
News and media
WealthManagement.com • April 25, 2024
Carson Group Partners with Kestra Financial to Offer Elite Coaching Program
Carson Group announced a strategic partnership with Kestra Financial. This collaboration will provide Kestra's network of affiliated financial advisors with access to Carson Group's renowned coaching programs, aimed at fostering business growth, enhancing client service, and improving operational efficiencies for advisors....more
InvestmentNews • November 14, 2023
Carson Group names co-presidents, makes other leadership changes
Carson Group announced significant leadership updates, naming Teri Shepherd and Kelsey Ruwe as co-presidents. Additionally, Gregg Johnson was promoted to managing partner of M&A and strategic growth, and Justin Spittler was promoted to managing partner of technology, signaling a strategic focus on growth and tech advancement....more
Financial Advisor Magazine • October 4, 2023
Carson Group Hires Dani Fava From Envestnet To Lead Product And Tech
Carson Group has appointed Dani Fava as its new Group President of Product and Technology Strategy. Fava, joining from Envestnet where she was Head of Strategic Development, is tasked with enhancing Carson's technology offerings and driving product innovation for its ecosystem of advisors and clients....more
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