Summary

• Jamie Hopkins is the managing partner of wealth solutions for Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors.
• He is the founder of nonprofit FinServ Foundation, which supports the next generation of financial professionals through coaching and mentorship.
• Jamie is a Finance Professor of Practice at Creighton University’s Heider College of Business.
• Jamie is a top-10 Investopedia 100 Top Financial Advisor for 2023.

Experience

Jamie Hopkins is the managing partner of wealth solutions for Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. His specialties include guiding his clients through complex tax law, building retirement plans, and creating wealth-building strategies. Prior to joining Carson Group, he was the co-Director of the New York Life Center for Retirement Income and a professor in the Retirement Income Program at the American College of Financial Services. Jamie is a top-10 澳洲幸运5官方🅘开奖结果体彩网:Investopedia 100 Top Financial Advis🌃or for 2023.

In addition to his work with Carson Group, Jamie serves as the founder of nonprofit FinServ Foundation, which supports the next generation of financial professionals through coaching and mentorship. At the end of 2022, to further increase financial literacy within the financial planning space, Jamie and his team at the Carson Group created the Youtube series, "The Financial Advisor’s Guide to the SECURE 2.0 Act"  that broke down every major provision of the SECURE 2.0 Act and highlights important planning points for financial advisors to understand. In addition, he is a finance professor of practice at Creighton University’s Heider College of Business.

Jamie has earned several distinguished honors, such as the Top 40 Young Attorney distinction by the ABA, 40 Under 40 in Financial Services by InvestmentNews, and 2017 Distinguished Author by Trusts and Estates Journal. He is regularly featured in major publications, such as the Wall Street Journal, and NPR.

Education

Jamie earned a BA in political science from Davidson College, an MBA in business law and JD in law from Villanova University, and a Master of Laws in taxation and tax law from Te✅mple University.