Experience

Carson Group

• United States
• Financial Services
• 200 - 300 Employee

• National Sales Director

  • Oct 2021 - 2 years 3 months

  14600 Branch St, Omaha, NE 68154 Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com. Carson Partners offers… Show more Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Show less



American Red Cross

• United States
• Non-profit Organizations
• 700 & Above Employee

• Member Board Of Directors

  • Jul 2021 - 2 years 6 months

  Omaha Council Bluffs Metro Chapter As a member of the Omaha Council Bluffs Metro chapter of the American Red Cross Board of Directors, I develop and implement strategies that achieve and maintain positive awareness of the Red Cross. Through building relationships and growing financial resources, I work to ensure that the Red Cross will continue to support communities and alleviate human suffering.



Advisor Group

• Financial Services
• 700 & Above Employee

• Executive Vice President of Recruiting & Revenue Acquisition

  • Feb 2020 - Aug 2021

  In this newly created role, I oversaw strategy and operations within Business Development Recruiting across wealth management firms. I led independent recruitment and business development teams to drive profitability at six Broker/Dealers (B/D) through Financial Advisor (FA) recruitment, transitions, and branch-level acquisitions. I galvanized annual growth by evaluating organizational design, compensation/incentive plans, lead generation and marketing, CRM, and executive/business line… Show more In this newly created role, I oversaw strategy and operations within Business Development Recruiting across wealth management firms. I led independent recruitment and business development teams to drive profitability at six Broker/Dealers (B/D) through Financial Advisor (FA) recruitment, transitions, and branch-level acquisitions. I galvanized annual growth by evaluating organizational design, compensation/incentive plans, lead generation and marketing, CRM, and executive/business line reporting. • Selected for newly created EVP role; developed and received approval for comprehensive organizational redesign across six B/D teams that integrated best practices and established strategy for capital investment • Affiliated $105M+ in trailing 12-month fees/commissions, and $14B in new assets within first year • Advanced lead generation in partnership with marketing teams and formalized consultative sales training program, yielding 35% YOY increase with projected 115% goal achievement for FY21 • Helped steer corporate strategy as member of Securities America Executive Committee for Advisor Group, Inc., the nation’s largest network of independent wealth management firms Show less



Securities America

• Executive VP, Branch Office Development & Acquisitions

  • Sep 2006 - Aug 2021

  I guided strategy, overall direction, and daily operations within Business Development Recruiting, Financial Institutions, Corporate Acquisitions, and New Advisor Onboarding and Transition units to catalyze annual revenue growth and expand service capabilities. I led the 20-person recruiting and 10-person transition teams in national recruiting efforts and consistently met objectives through ideation of growth strategies and affiliating FAs for branches nationwide. I served as Relationship… Show more I guided strategy, overall direction, and daily operations within Business Development Recruiting, Financial Institutions, Corporate Acquisitions, and New Advisor Onboarding and Transition units to catalyze annual revenue growth and expand service capabilities. I led the 20-person recruiting and 10-person transition teams in national recruiting efforts and consistently met objectives through ideation of growth strategies and affiliating FAs for branches nationwide. I served as Relationship Manager for the Branch Manager Advisory Council with 10 top branches representing over $140M in annual revenue. • Member of Securities America Executive Leadership Committee • Affiliated FAs with $600M+ of total revenue over 14 years and expanded corporate footprint in growing Hybrid and RIA-Only segments • Created new Financial Institutions Division by formulating strategy and business plan to deliver B/D and Advisory services to FI’s; led division to become Top-10 program and generate $25M+ in annual fees • Established new M&A Department that orchestrated 10 successful B/D acquisitions and integrations, producing over $133M in revenue • Founded new Relationship Management Department by implementing business plan that strengthened Advisor engagement and mitigated retention risks • Affiliated ≈$60M in annual revenues (300% increase) by transforming FA recruitment and onboarding process, implementing structure that fostered collaboration, and enhancing CRM functionality • Raised average affiliated trailing 12-month revenue from $20M to $60M+ in most recent seven-year period • Grew New Advisor Onboarding & Transition department into FA-focused department by fostering collaboration to implement all-digital onboarding process with integrated CRM and advanced technology • Designed strategy that bolstered awareness of branch culture by establishing advisory councils and strategic planning tools that strengthened corporate capabilities, branch support, and accountability Show less



FNBO

• United States
• Banking
• 700 & Above Employee

• VP Managing Director First National Investments & Planning, Wealth Management Group

  • Oct 1996 - Sep 2006

  • Founded and built multimillion-dollar retail investments and insurance division within First National Nebraska, Inc., the largest closely held financial institution in U.S., that extended financial planning services to retail clients • Recruited, onboarded, and coached 60 sales staff, including 32 FAs at 10 bank charters across six states, to support explosive growth from zero to $15M+ in annual gross revenue • Fostered culture of collaboration amongst Investments & Planning, Retail… Show more • Founded and built multimillion-dollar retail investments and insurance division within First National Nebraska, Inc., the largest closely held financial institution in U.S., that extended financial planning services to retail clients • Recruited, onboarded, and coached 60 sales staff, including 32 FAs at 10 bank charters across six states, to support explosive growth from zero to $15M+ in annual gross revenue • Fostered culture of collaboration amongst Investments & Planning, Retail Banking, Commercial & Private Banking, and Trust departments to enhance financial service capabilities and delivery • Improved profitability by creating financial planning sales incentive plans and training comprehensive risk management procedures, marketing and lead generation plans, and recruitment strategy Show less