Carson Wealth Management Group Elects Steve Lockshin To Executive Board

/PRNewswire-iReach/ — Industry powerhouse Steve Lockshin is joining forces with Carson Wealth Management Group’s executive board to help guide the explosive growth of the firm’s three companies Carson Wealth, Peak Advisor Alliance and Carson Institutional Alliance. Ron Carson, founder and CEO of Carson Wealth Management Group, announced today that Lockshin, founder and chairman of Convergent Wealth Advisors, LLC, was elected to the executive board at the group’s most recent meeting. Lockshin is the second member of the board that currently holds a top-ten ranking on the Barron’s Top 100 Financial Advisor list (Lockshin and Carson each hold the second and seventh rankings, respectively in 2013).


“For the last 20 years, Steve has been a trailblazer in the wealth management industry by delivering high-quality service and scale to both investors and advisors,” said Carson. “Steve continues to challenge the status quo of the financial services industry and is a true advocate for investors and the fiduciary standard. I am pleased he will bring his first-hand experiences and candor to our group as we position our firm for continued growth.”


Lockshin founded Convergent Wealth Advisors (formerly CMS Financial Services) in 1994 and served as CEO for 18 years. During that time, he founded CMS Reporting, now known as Fortigent, LLC, a leading provider of outsourced wealth management solutions with more than $70 billion in assets on its platform. Since turning over the reigns as CEO, Lockshin has focused his efforts on serving as a champion for the fiduciary standard.  In September 2013, his book “Get Wise to Your Advisor,” was published and offers investors insight needed to find an advisor who will put the client’s financial well being first. Lockshin holds the Investment Management Consultants Association’s Certified Investment Management Analyst designation and the Investment Strategist Certificate.

“Steve really understands what it takes to run a successful business while putting the interests of investors first,” said Carson. “By sitting at the Carson table, he will bring his expertise and passion to a broader audience.”


“Carson Wealth Management Group has a successful track record for delivering superior service to high-net-worth investors seeking True Wealth by offering education, open communication and unparalleled service,” Lockshin said. “The firm also helps like-minded independent financial advisors elevate their game through a comprehensive and process-driven approach that includes extensive practice management knowledge and operational efficiencies to make doing the right thing for clients easy.”

“Ron and his firm have become an essential part of the financial services fabric,” said Lockshin. “It is a brand synonymous with the highest levels of integrity and success in the industry today. I am honored that the board has invited me to share my perspective as an advisor and a business owner during this important time of the firm’s evolution.”

About Carson Wealth Management Group

Carson Wealth Management Group was founded by Ron Carson in 1983.Through its three companies, Carson Wealth, Peak Advisor Alliance and Carson Institutional Alliance, the organization offers a range of services to high-net-worth investors and financial advisors serving the affluent marketplace. Based in Omaha, Neb., Carson Wealth Management Group’s mission is to inspire clients, both investors and financial advisors, to achieve True Wealth through education, communication, and service, which exceed their expectations. For more information, please visit

Convergent Wealth Advisors, LLC, is separate from and not affiliated with Carson Wealth Management Group, which is not responsible for Convergent’s services, policies, or content.

Media Contact: Jessica Taylor, Impact Communications, 913-649-5009,

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Tuesday, January 28th, 2014 EN

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