Tom Ruggie, ChFCⓇ, CFPⓇ | Source | Managing Director, Partner & Wealth Advisor at Carson Wealth Management Group

We’ve set a goal to grow by a factor of 10 in the next 10 years, and our affiliation with Carson Wealth will help us add to our bench strength in areas like marketing, investment management and support, to share or delegate compliance, billing, trading, and technology, and to enhance our one-on-one and digital experience for our clients and advisors.