Fishers, Indiana, United States
The situations that matter most to me involve concentrated positions, complex tax implications, and coordinating across multiple needs. In those moments, my role is simple: step in as a planning partner. Not to replace the advisor relationship, but to strengthen it. What I see every day is that investment solutions alone are rarely the full answer. The situations that matter most often involve concentrated positions, tax implications, estate planning considerations, and long-term income strategy (all working together). At Carson, we bring those pieces together in a coordinated way so advisors can stay focused on their client relationships while knowing the planning side is handled thoughtfully and consistently. I’ve spent my career in relationship-driven roles across wealth management, and I tend to approach this the same way—listen first, understand the situation, and then bring the right resources to the table. Always open to connecting with advisors and industry peers who are thinking through similar client challenges.
• Developed and maintained relationships with custodial referral partners in Indiana, Ohio, Kentucky, and Tennessee. • Introduced clients to the unified in-house team and hand-picked advisor to tailor client needs to Mercer Advisors solutions.
• Developed and nurtured the business development environment at CornerCap Wealth Advisors in Atlanta, Georgia. • Managed a consistent service model focused on planning and risk management to drive growth. • Assisted advisors in identifying and cultivating opportunities, leading to successful sales processes.
Responsible for growing relationships with RIA firms located in the Southeast with assets ranging from $200MM to $1B+ in AUM in custody at Charles Schwab Engage clients as the responsible party for all firm interactions, providing essential practice and technology consulting, trading, account servicing, and business management