• Test Headline

“People often ask me how I’ve been so successful in building my own businesses. The answer? An important woman.  My mother was the  proverbial wind in my sails for nearly anything I set out to do.  My mother was my coach throughout my life–and she was my hero, just as the women in Carson Institutional Alliance serve as heroes to their clients, stakeholders and friends. This organization would not succeed without them.”

-Ron Carson, Founder & CEO

Built With Women Like You

Meet Our Executives

Teri Shepherd
CFO, COO and CCO,
Carson Institutional Alliance

I serve as CFO, COO and CCO at Carson Wealth and was actively involved with the launch of Carson Institutional Alliance. In my tenure with The Carson Group, firm assets have increased by nearly $5.6 billion in assets under advisement. Although that is a large accomplishment, my passion and personal mission is to help those with special needs children, and I partake in many volunteer efforts in and out of my Omaha community.

Laura Pierson
Managing Partner,
The Carson Group

As a Managing Partner of the Carson Group, I have been a driving force in the financial services world for over 15 years, both on the advisor and institutional realms of the profession. With over a decade of executive leadership experience, I speak to audiences of advisors and business owners about topics related to creating and sustaining team engagement, driving new business growth and operational efficiency.

Brook Thompson
Vice President, Client Relations,
Carson Wealth

My work is my passion. I get the chance to use my own history, experiences and knowledge to help our stakeholders and clients to be empowered and intentional with their finances. I get to be a part of seeing our clients and stakeholders making their dreams happen. I find so much joy in my work, is there anything better than that?

Meet Our Stakeholders

Horizon Financial Group

Angela Caballero
I work with clients to create customized and integrated solutions to maximize their wealth and achieve their retirement, investment and estate planning goals. Many of our clients know me through my community involvement. I have served as Trainer, Treasurer and Chairman of the Board at Handi-Dogs, Inc., a local non-profit that assists seniors and people with disabilities gain independence through the specialized training of service dogs.

Asset Advisors

Camille Koppenberg
I enjoy motivating clients to connect with their values while helping them use their wealth to create their ideal lives. I have been with Asset Advisors for four years and my role has been ever-evolving, from investment research, preparing financial plans to marketing and planning our events. I find the most important things in this industry to be client service and commitment.

Harbor Wealth

Cheryl Moss
Early in my career, I discovered a passion for helping clients solve problems and make wise tax and financial choices. My primary role with Harbor Wealth Management is heading up the Financial Planning and Tax departments, where I specialize in helping clients integrate their values, vision, mission and goals with appropriate strategies, tactics and tools.

Taylor Financial Group

Debra Taylor
I have designed every aspect of our practice to support my clients on their personal journeys. As the principal and founder of Taylor Financial Group, LLC, I have won many industry honors, including the 2016 Women’s Choice Award for Financial Advisors & Firms – Featured in USA Today.

Pinnacle Financial Group

Jamie Carroll
I oversee our Wealth Enhancement Team comprised of CERTIFIED FINANCIAL PLANNERS™, Wealth Advisors and CPAs. I truly enjoy working with families to create a plan to match their legacy goals. I also work with other Carson Institution Alliance offices helping them onboard as a hybrid RIA office.

Nautica Wealth Advisors

Jayne Byrne
I continue to be passionate about the financial planning process, and believe deeply in the value of developing a personalized financial plan for each client. Organizing and helping to maintain clients’ financial data utilizing our state-of-the-art financial planning software, is key to staying focused and on target to help achieve their goals.

AVP of Business Development, Carson Institutional Alliance

Jessica Perez
As AVP of Business Development for Carson Institutional, I am driven by assisting advisors in reaching their goals, building better relationships with their clients and increasing efficiencies so they may enjoy a better quality of life. I have served financial advisors across the country for 10 years and my greatest strength is her persistence and determination in developing optimal solutions for advisor needs.

Wealth Advisor, Carson Wealth Management Group

Jodi Johnson
As a Wealth Advisor for Carson Wealth’s San Francisco Bay Area location, I am driven by knowing and serving clients and their families. Providing professional and personal attention with a commitment to excellence is a guiding principle in my interactions with clients and their other trusted advisors. I enjoy working closely with clients to alleviate the unnecessary financial complexities in their lives.

GAAM Wealth Advisors

Joy Garland
I love working with clients and getting to know them and helping them to reach their dreams and goals here in Tennessee. I have received the Reader’s Choice Financial Advisor of the Year in 2013, 2014 and 2015 for the city of Kingsport.

AVP of Business Development, Carson Institutional Alliance

Kristi Harrison
Designing and implementing solutions for advisors on their challenging demands is an opportunity I am passionate about. As AVP of Business Development, I enjoy spending time identifying areas that can be improved, developed or changed and then formulating a solution to meet all three.

Waterstone Private Wealth Management

Melanie Hasty-Grant
With over 20 years of experience, I am the Founder and Managing Principal of Waterstone Private Wealth Management. I am often a source for national television, radio, and news outlets. My recent appearances include CNBC, Fox Business, The Wall Street Journal and NASDAQ Business News Network.

Pinnacle Financial Group

Melanie Housden
Client relationships are extremely important to me. Everyone has a story to tell and I want to know my clients story, dreams, goals and aspirations. By learning what is important to my clients, this enables me to devise a plan that will help them pursue financial freedom through all aspects of their lives and will allow their legacy to continue in their families lives. If I can take the financial worries away from my clients, then I am successful.

Carson Wealth Management Group

Michele Schreck
I joined the Carson Wealth team in January 1993 working with Ron Carson to provide a high level of service and assistance to all clients of the firm. Over the years, I have met with a select group of clients each year for their annual portfolio review meetings. I have steadily increased my Wealth Advisor role to become more involved in helping clients pursue their financial goals.

Carson Wealth Management Group

Nancy Caton
As Managing Director over Carson Wealth’s San Francisco Bay Area office, I provide financial peace of mind to clients and allow them to focus on aspects of their life they enjoy most. I have served as an educator for over 12 years.

GAAM Wealth Advisors

Pamela Corrigan
I co-founded and am the CEO of GAAM Wealth Advisors. GAAM has been ranked in the top 3 financial advising firms in the state of TN by Barron’s since the rankings inception in 2009 and I have been ranked in the top 60 women advisors in the entire country since 2014. I have also been ranked by Forbes in the top 150 in their inaugural ranking of all advisors in the U.S.

Wealth Advisor, Carson Wealth Management Group

Pamela Peña
Diversity plays a big role in my agenda. You will find I not only maintain a bilingual practice, but also work closely with women and the international population. My objective is to help my clients live the life they want starting now.

Wealth Advisor, Carson Wealth Management Group

Teresa Milner
While the majority of my clients are families, helping women through transitions in their lives is one of my passions. That transition comes in many forms – divorce, widowhood, career change, remarriage, retirement and relocation; just to name a few. I believe that no matter how the circumstance of transition comes about, you do have options to be prepared. I use my experiences to focus on my client’s long-term goals.

Blog
Artificial Intelligence: From Science Fiction to Financial ...

Published by Quin Kilgore

Earlier this month, I had the opportunity to visit the Technology Tools for Today conference in Las Vegas. Although many emerging technologies were presented throughout the event, it was the discussion of Artificial Intelligence (AI) that really piqued my interest. Poised to become a major disruptor over the next few decades, AI will allow clients to consume and digest more information than ever before. It’s up to advisors to embrace this new technology, utilizing it to create an amazing client experience. Read more