Carson Group, recognized as one of America’s rapidly growing financial service providers, has announced the addition of Daniel Applegarth as the new Chief Financial Officer and Eric Vrba as Controller, fortifying its executive ranks amid substantial growth.
Applegarth transitions to Carson Group following an impressive 18-year career at Orion Advisor Solutions, where he was instrumental in expanding the company into a preeminent fintech powerhouse, managing over $3 trillion in advisory assets. “We are thrilled to welcome Daniel to our executive leadership team,” expressed Burt White, CEO of Carson Group. “Daniel joins us from one of our longtime strategic partners, which means he brings extensive knowledge not only of our industry and the RIA space, but also of Carson.”
Applegarth’s expertise in navigating the complexities of a high-growth firm is expected to be invaluable for Carson Group as it continues to evolve. “As our growth accelerates, our financial operations have grown increasingly more complex. Daniel is an experienced CFO who has managed through the complexities and growth at a larger firm. His expertise and deep understanding of the industry make him the ideal person to join our leadership team in this time of growth and change,” White added.
“I’m looking forward to being a part of this dynamic team,” Applegarth stated. “Joining Carson offers an incredible opportunity to bring my expertise to a team that’s known for its forward-thinking approach. I’m particularly impressed by the strong leadership here, whose vision and guidance will drive our collective success. I can’t wait to contribute to Carson’s ongoing journey of shaping the future of wealth management.”
Eric Vrba, joining as Controller, also brings significant experience from City+Ventures and as assistant controller alongside Applegarth at Orion, enhancing the financial management within the wealth management segment. “I’m excited to join Carson and contribute to the exciting future of this innovative company,” Vrba commented. “The leadership team’s energy and enthusiasm for enhancing our services for advisors and clients are truly inspiring. Daniel has been an important mentor to me, and I am delighted to work alongside him again. Carson’s strong reputation in the financial services industry and the Omaha community makes it a perfect place for me to thrive both personally and professionally.”
White remarked on the strategic additions, “As we lay the groundwork for a more adaptable and growth-focused organization, we need leaders who can bring financial discipline and support our commitment to advisor growth while ensuring our financial stability. Daniel and Eric are aligned with our mission to elevate Carson’s value for our advisors and clients, and their leadership will be essential in driving the next phase of growth.”
About Carson Group:
Founded in 1983 by Ron Carson, Carson Group supports financial advisors and investors through its integrated businesses—Carson Wealth, Carson Coaching, and Carson Partners. The group offers a suite of services including marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching to help advisors optimize their practices. Managing $35.5 billion in assets under management, Carson Group’s network spans over 150 partner offices nationwide, including 50 Carson Wealth branches, serving a substantial client base.
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