Carson Group Adds Retirement Planning Expert, Jamie Hopkins, to Lead Retirement Research and Investor and Advisor Retirement Education

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Jan 11, 2019, 09:05 ET

OMAHA, Neb., Jan. 11, 2019 /PRNewswire/ -- Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, announced it has hired retirement planning expert Jamie Hopkins as the Vice President of Private Client Services and Director of Retirement Research.

Carson Group added Mr. Hopkins to further develop a research-focused arm of the organization focused on retirement planning to support advisor firms with investor-focused seminars, webinars, articles, and other thought leadership. As the Director of Retirement Research, he will continue to be an additional resource to partner firms and the consumers they serve.

Prior to joining Carson Group, Jamie Hopkins was an associate professor of taxation at The American College of Financial Services in the Retirement Income program and served as director of the New York Life Center for Retirement Income. He also held the Larry R. Pike Chair in Insurance and Investments at The American College. As a professor at the College, Mr. Hopkins taught courses in retirement, estate planning, and life insurance. Through his role at The American College, he educated thousands of financial service professionals and helped move the needle for retirement income planning.

"Carson Group's mission to improve our profession by empowering advisors to better serve their clients is why I was so drawn to this opportunity," said Mr. Hopkins. "There's a huge need for more education on retirement income planning and other specialty areas of financial advice, and Carson shares my passion for transforming the way advisors deliver value to clients."

Mr. Hopkins, ESQ. MBA, is the most recent high-profile addition to Carson Group and currently holds various financial services related credentials including CFP®, LLM, CLU®, ChFC®, and RICP®. He brings extensive experience to the team, as he helped create and develop the Retirement Income Certified Professional® (RICP®) designation at The American College of Financial Services, which has over 6,000 graduates since its inception in 2012, and over 12,000 financial advisors currently enrolled in the program.

"Jamie fills a gap in our advisor offering and represents yet another move we're making to enhance the support and resources we feel will set our advisors apart," said Aaron Schaben, Executive Vice President of Carson Group. "He's one of several industry influencers we plan to add to our growing organization in 2019 and a symbol of how we're building a truly one-of-a-kind offering backed by incredibly skilled and talented people."

About Carson Group

Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate 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.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.

SOURCE Carson Group