Citing a desire to spend more time with his family, Jamie Hopkins will leave Omaha, Neb.-based Carson Group at the end of September, the veteran advisor confirmed today.
Hopkins said by text that he needed to “get off the road a bit” to focus on his wife and three children and on making a larger impact in his local community. As Carson’s managing partner of wealth solutions, Hopkins traveled extensively around the country, and his credentials, expertise and personability made him a high-demand favorite in the industry as a public speaker and commentator.
“I’ll stay part of the Carson family and community,” he texted from the firm’s annual Excell conference for advisors. He said he will continue to run the FinServ Foundation, which strives to increase diversity in financial services and of which Carson is an active supporter. Four other Carson executive also serve on the board of directors.
“I don’t have a ton to add,” he continued. “I love Ron [Carson]…and Burt White is a great leader here. I’m excited for Carson’s future.”
Hopkins said he will announce his next work role sometime next week.
According to a statement by the firm, the search the right person to take over Hopkins’ role is underway.
“We will miss his leadership, his passion for our profession, and his desire to always put the best interests of our clients first,” said White, the firm’s chief strategy officer. “His role in elevating the Carson brand over the past five years and serving as a vocal advocate on the importance of financial planning was a testament to furthering a mission larger than any one person or company.”
Replacing Hopkins fully with a single person may be difficult based on his C.V. alone. Hopkins is a lawyer who holds MBA, CFP, LLM, CLU, ChFC and RICP designations. He also is a Finance Professor of Practice at Creighton University’s Heider College of Business.
In additional regular contributions to Forbes and other journalistic outlets, Hopkins co-authored three text books, wrote two e-books on retirement and authored Rewirement: Rewiring The Way You Think About Retirement, published in 2021.
Before joining Carson in 2019, Hopkins was an associate professor of taxation at The American College of Financial Services Retirement Income program and director of the New York Life Center for Retirement Income. And in his spare time he co-created the Retirement Income Certified Professional (RICP) designation, which has trained thousands of advisors in the art of retirement income planning.
He first joined Carson group as its director of retirement research, and in 2021 was promoted to managing partner of wealth solutions. The independent RIA currently manages some $28 billion in client assets.