In addition to appointing co-presidents, Carson announced that Alex Rodawig, the company’s current vice president of executive business consulting, will lead Carson Wealth’s 100% owned offices, including the Omaha-based headquarters, and as managing director, the Carson Wealth Division.
Rodawig joined the firm in January to help guide advisors through their transition to becoming independent and brings more than 30 years of financial services and private business experience to the position. He will work closely with Managing Partner Paul West, who will lead Private Client Services and continue to provide focused client support and business development for the Carson Wealth brand.
Carson’s growth is not limited to an organizational restructuring of the company, but also includes an expansion of its headquarters. Financial Advisor asked a spokesman where the firm’s new headquarters was planned for construction, its size, and any amenities planned in its design.
The spokesman said that the company currently has three offices, all located in the metropolitan Omaha area, comprising a total of 56,000 square feet of space. He said that two new towers were planned for construction at 144th and Dodge Streets in the Heartwood Preserve area. When completed at the end of 2020, the two structures would add 200,000 square feet of space to Carson headquarters.
The first tower will have six floors, he said. Plans call for it to include a fitness center, café, outdoor decks and possibly a daycare center. It will also feature Carson Commons, a two-story training and gathering space with a rooftop terrace. The Commons wing will open to outside green space, where the Carson “family” can host events. The building’s glass exterior will symbolize light and transparency, reflecting Carson’s cultural values.
While both towers are slated to open in 2020, the spokesman said no details were currently available about the design of the second tower.
“We are building a 100-year company, and we hope this building speaks volumes to advisors and their clients about our commitment to this profession, our long-term growth as a top financial services firm, and the legacy we want to build for years to come,” the spokesman said.
He also said that the company’s Omaha headquarters represented its Midwestern values and work ethic.
This week, Carson continued to demonstrate its dedication to those values by once again growing its family of financial advisors beyond the company's Nebraskan headquarters.
According to a news release, Carson's latest affiliate partner is SRQ Wealth, a concierge financial planning firm headquartered in Sarasota, Fla. SRQ Wealth Managing Partners Stephen J. Martin and Karin Grablin lead a five-person team. The firm, established in 2010, currently manages $143 million in client assets nationwide.