Carson supports advisors and their clients across wealth planning and asset management as a Wealth Management Analyst, contributing to the client experience through data gathering and analysis, preparation of market and investment materials, and participation in client meetings. He is developing a comprehensive understanding of wealth management through Sequoia’s rotational training program.

Carson approaches his work with a strong focus on honesty, teamwork, and relationship building. Having grown up with an awareness of how profoundly financial literacy and thoughtful planning can shape outcomes for families, he is driven by a genuine desire to be a patient and present part of the process. Carson believes that trust is earned, and that it’s the foundation of support that is truly tailored to the person receiving it. He earned his Bachelor of Science in finance from the University of Arizona.

Carson lives in Scottsdale, Arizona. Outside of the office, he enjoys staying active through sports and exploring new places.