| Name | Title | Contact Details |
|---|---|---|
Brendon McCaulley |
Chief Information Security 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.
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First Peoples Community Federal Credit Union is a member-owned cooperative committed to meeting the ongoing financial needs of its members in a safe, prudent personal manner, with the best service possible. As a community credit union, we support the development and expansion of the community. First Peoples Community Federal Credit Union serves any persons who live or work in Allegany, Garrett and Washington Counties in Maryland; Somerset, Bedford and Fulton Counties in Pennsylvania; and Mineral, Hampshire and Morgan Counties in West Virginia. Membership is also available to Verizon employees that headquartered in the counties of Frederick, Washington, Allegany, and Garrett in Maryland.