Experience

Carson Wealth

• United States
• Financial Services
• 100 - 200 Employee

• Partner, Wealth Advisor

  • Apr 2021 - Present

  Investment advisory services offered though CWM, LLC, an SEC Registered Investment Advisor. 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. Investment advisory services offered though CWM, LLC, an SEC Registered Investment Advisor. 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.



360 Wealth Advisor

• 570 Vale Park Rd, Ste D Valparaiso, IN 46385

• Wealth Advisor, Founder, CEO

  • Aug 2018 - Apr 2021

  360º Wealth Advisor is centered around our client’s experience and overall financial well-being. As the name implies, we take a 360º view of our client’s situation and through our fiduciary approach to Financial Planning provide top notch solutions for our clients and their families. Our clients understand that they can rely on us for straight-forward advice in a common language. We are not here to make it complex for you, life is complex enough. We are here to provide clarity of thought in the pursuit of you and your family’s financial dreams that are so important to you. We take great pride in being a trusted resource and work hard to ensure we have the latest training and best tools available at all times. Show less



JP Morgan Chase Bank, N.A.

• Valparaiso, Indiana

• Private Client Advisor

  • Mar 2013 - Aug 2018



JP Morgan Securities LLC

• Financial Advisor

  • Jan 2010 - Feb 2013



J.P. Morgan Chase Bank, N.A.

• Relationship Banker

  • Feb 2005 - Dec 2009