We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …
Lauren joined Carson Wealth in June 2007 as an intern with the firm. She has held various roles including assisting the Wealth Enhancement Group, preparing portfolio updates for clients and serving as Ron’s Executive Assistant. She now focuses on the administration of Human Resources functi …
Jeff joined Carson Wealth in July 2016 as a Compliance Specialist. Prior to joining Carson Wealth, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision).
Published by Ron Carson For more than 25 years, Carson Wealth has relied on a client advisory council for candid feedback on how to better run our firm.
I joined Carson Wealth in April 2016 and have been working as an Operations Associate on the Operations Team. I previously worked in the Special Education world, and my most recent work experience prior to Carson Wealth was as a Staffing Manager at a local staffing firm.
Pete joined Carson Wealth as a Client Service Manager in April 2015. He brings nine years of industry experience with a focus in Licensing and Registration, Operations, and most recently, two years working for a back-office portfolio accounting solution.
Getting to Know: Kelsey Ruwe, Director of Human Resources Kelsey joined Carson Wealth in May 2008 as an Event Coordinator and Executive Assistant to Ron. Her passion for helping and developing others led her to the Human Resources department in 2011.
