Professional Summary

Professional Overview

Omani Carson is the Founder and Chairman of Carson Group, a renowned financial services firm. With over 35 years of industry experience, he has established himself as a visionary leader and trusted advisor, driving innovation and growth in the financial planning and wealth management sectors.

Experience Summary

Current Role

As the Founder and Chairman of Carson Group, Omani oversees the strategic direction and operations of the firm's diversified business units, which include Carson Wealth, Carson Coaching, and Carson Partners. Under his leadership, Carson Group has grown to become one of the largest independent financial advisory firms in the United States, serving thousands of clients and managing over $15 billion in assets.

Career Progression

Omani founded Carson Wealth in 1983, initially as a solo financial advisory practice. Through his entrepreneurial vision, client-centric approach, and commitment to continuous improvement, he has since expanded the business into a comprehensive financial services ecosystem. Omani has played a pivotal role in shaping the industry, pioneering innovative wealth management strategies and actively contributing to the professional development of financial advisors through Carson Coaching.

Academic Background

Omani holds a Bachelor of Science degree in Business Administration from the University of Nebraska-Lincoln, where he graduated with distinction. He has also completed advanced training and certifications in financial planning, investment management, and leadership development.

Areas of Expertise

Omani's areas of expertise include comprehensive financial planning, investment management, retirement planning, tax optimization, and business succession planning. He is renowned for his ability to develop tailored strategies that address the unique needs of high-net-worth individuals and families. Additionally, Omani is a respected thought leader, frequently speaking at industry conferences and contributing to prominent financial publications.

Professional Impact

Under Omani's leadership, Carson Group has been recognized as one of the fastest-growing and most innovative financial services firms in the industry. The company has consistently been ranked among the top registered investment advisors (RIAs) by leading industry publications, such as Barron's and Financial Planning magazine. Omani's commitment to client service, professional development, and community engagement has earned him numerous accolades, including being named one of the "Top 100 Wealth Advisors" by Forbes.

Conclusion

Omani Carson's extraordinary vision, entrepreneurial spirit, and dedication to the financial services industry have made him a respected and influential figure in the field. As Founder and Chairman of Carson Group, he continues to drive the firm's growth, while inspiring and empowering financial advisors to better serve their clients and communities.