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Carson Wealth Adds Team, Expands Nebraska Footprint

Editorial Staff March 14, 2024

Carson Wealth Adds Team, Expands Nebraska Footprint

The group has expanded via a number of additions in recent months.

Omaha-headquartered Carson Wealth has added its 13th wholly-owned office with a new location in Elkhorn, Nebraska.

The three-person team, managing more than $163 million in assets, will be led by managing directors and wealth advisors, David Carroll and Jon Springer along with client services manager, Jessica Fricke. 

Carson Group manages $34 billion in assets and serves more than 49,000 families among its advisory network of more than 150 partner offices, including more than 50 Carson Wealth locations. 

Earlier in February, Carson Wealth added two new offices in Hanover, New Hampshire, and Chester, Vermont, part of a strategic partnership with Fisher Financial Advisors, which are now rebranded as Carson Wealth. 

In January, Carson Wealth added White Ember Financial Planning to its network – a move that built Carson’s first location in Missouri. 

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