The Carson Group announced it has named Jamie P. Hopkins, its director of retirement research since January 2019, as managing director of Carson Coaching.
Founded in 1993, Carson Group Coaching is a national financial advisor coaching and resource program, with over 1,200 coaching members and 5,000 graduates.
Aaron Schaben, president of Carson Group, said in a statement that the financial advising industry is rewarding but “not immune from challenges. Which is where a trusted business coach is invaluable—they can come along beside you and provide the advice, support and fresh ideas to help guide your business forward and make strategic decisions about the future of your firm."
Carson’s coaching program includes over 10 coaches with a combined 150 years of experience.
In addition to Hopkins, Carson Coaching added to its roster Dr. Craig W. Lemoine, the director of the financial planning program at the University of Illinois, and Preston D. Cherry, founder and president of Concurrent Financial Planning who is completing his doctorate at Texas Tech University.
The Carson Group recently surpassed $12 billion in assets under management and now serves more than 31,000 families in the U.S.
