“To me, financial advice isn’t just about the numbers, it’s about your interests and your emotions, your people and your plans. I have seen how financial decisions always come with consequences, good or bad. My role as financial guide is to help navigate the emotional aspects of investing so that clients can sleep better at night.”
Carson joined our affiliated firms in 2010 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on dental and medical practitioners.
Carson earned his bachelor’s degree from Utah Valley University and California State East Bay. He then went to work as a tax associate at Deloitte in San Jose for 2 years where he built a solid tax foundation that he still utilizes today.
