| Name | Title | Contact Details |
|---|---|---|
Monica Rogan |
Chief Operating Officer | Profile |
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Vizo Financial Corporate Credit Union is a state-chartered credit union, with our headquarters located in Greensboro, North Carolina. We also have an office in Middletown, Pennsylvania. Vizo Financial serves over 1,200 credit unions, leagues and CUSOs ...
TP ICAP is a global firm of professional intermediaries that plays a pivotal role in the world`s financial, energy and commodities markets. We create strong networks in person and through technology. We provide comprehensive analysis and insight into market conditions and long-term trends. We combine data, knowledge and intelligence into contextual insight and commercial guidance. By engaging with our clients, and providing innovative products and services, we enable our clients to transact with confidence, facilitating the flow of capital and commodities around the world, enhancing investment and contributing to economic growth. Our values of honesty, integrity, respect and excellence underpin everything we do.
Dillon is a Jackson, MI-based company in the Financial Services sector.
Access Point Financial (APF) is a direct lender focused on the hospitality industry. We offer a full-service lending and advisory platform that provides financing to qualified hotel franchisees of all major brands and independent boutique hotels throughout the United States and Canada. APF`s extensive experience in hotel bridge financing, mortgage and CapEx lending, combined with our consistent track record makes APF the leader in this specialty finance sector. Our executive team has more than 100 years of combined hotel financing experience and has worked together for more than 10 years to establish an excellent reputation and strong performance history. We are able to make quick decisions and close loans in a matter of days. As one of the most historically active direct lenders in the hospitality finance sector, APF has the knowledge and experience to provide tailored, customized loan and capital lease programs to meet our clients` specific needs. The leading organizations and brands in the hospitality industry endorse Access Point Financial as a preferred hotel financing partner for their franchisees. APF offers franchisees financing options and expertise to meet the unique challenges of acquiring, refinancing, converting or renovating hospitality properties.