Carson Group, a family of companies serving financial advisors, has promoted Jamie P. Hopkins as managing director of the firm’s Carson Coaching division, the company announced today.

Hopkins joined the company in January 2019 as director of retirement research. He will continue to hold that position, while also leading Carson Coaching.

Hopkins has extensive industry experience as an educator and academic leader. Before joining Carson, he served as director of retirement research at the American College of Financial Services in Bryn Mawr, Pa., where he held a variety of academic positions since 2012.

In addition to promoting Hopkins to a leadership role at Carson Coaching, the firm announced it will expand the division’s coaching staff with the hire of Craig W. Lemoine and Preston D. Cherry.

Lemoine has worked and taught in wealth and risk management for more than twenty years. He helps advisors build practices around advanced higher education planning and to refine their wealth and risk management processes. He currently directs the financial planning program at the University of Illinois.

Cherry, an industry veteran, is completing his doctorate at Texas Tech University. As a Carson coach, Cherry will help advisors build holistic planning practices and focus on high-income earners but low-asset clients through scalable fee-only processes.

Carson Group was founded by Ron Carson. It serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching and Carson Partners. All three operations are based in Omaha, Neb.