Carson Wealth is expanding its presence in the Omaha, Nebraska, area as it onboards another advisor team.
The team, composed of managing directors and wealth advisors David Carroll and Jon Springer, along with client services manager Jessica Fricke, was previously part of Elk River Wealth Management, located in Elkhorn, which is just outside Omaha.
The team manages more than $163 million in assets for clients.
By welcoming the practice, Carson has widened its operational footprint to include 13 wholly owned offices.
“In joining Carson Wealth, we were drawn to the unparalleled resources and support the firm offers, providing us with the tools necessary to better serve our clients,” Springer, a three-decade veteran of the wealth industry, said in a statement.
“The enhanced flexibility and expanded investment opportunities allow us to tailor strategies precisely to our clients' unique needs, while the access to a deeper bench of experienced professionals ensures we can deliver comprehensive solutions and skilled guidance across all facets of wealth management,” he said.
“Together, we are poised to make a meaningful difference in the lives of our clients, guiding them towards financial freedom,” added Carroll, who’s also been in the business for three decades.
Gregg Johnson, national sales director at Carson Group, lauded the new team’s “dedication to client-centric values and their alignment with [the firm’s] mission” to be the most trusted for financial advice.
Offering holistic planning and investment strategies as well as personal service, Carson Wealth has established itself as one of the country’s fastest-growing financial services firms – with more than 50 locations – since it was founded in 1983.
In February, Carson Wealth officially made its debut in the East Coast through a strategic partnership with Fisher Financial Advisors – its first for 2024 – which rebranded as a result of the deal.
Before that was the news of a $1.2 billion practice, Oakeson Steiner Wealth & Retirement, deciding to join the RIA giant in December.
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