About the Speaker

Carson has been with our company for nearly a decade now, learning to work within all aspects of the business giving him a unique perspective into the financial journey our clients will take. After graduating from a top 3 financial planning institution and working his way up through different roles, he now offers a comprehensive solution to many of our clients in their path to retirement. Beyond this, Carson has truly embodied the culture and values of our business by working with clients to meet their needs as if they were part of our family. He truly believes in our mission to help serve those around us by helping them get the most out of their finances and it has continually shown through his efforts with others.

Outside of his financial expertise, Carson enjoys time with his wife and their child they just welcomed into the world. When he’s not being a devout father or contributing to his community he also enjoys outdoor activities with family and friends.