Randall & Pobar, LLC, a woman-owned and operated, full-service financial planning firm based in Mount Pleasant, Wisconsin, has announced it is joining Carson Partners, a growing network of more than 135 experienced financial advisory firms.
Founded a decade ago, Randall & Pobar serves individuals and families, many of whom are navigating an upcoming or current life transition, such as retirement, career change, inheritance, loss of a spouse and more. Firm co-founder and owner Michele Randall, CFP®, says joining Carson Partners will aid her firm in ensuring the most comprehensive resources are available to clients.
“We pride ourselves in being our client’s go-to financial partner for sound, strategic financial planning and investment management. We are eager to join the Carson Partners network to access additional resources and strengthen our client relationships,” said Randall.
Randall says the firm’s 10-year anniversary was ideal timing to join Carson Partners. She plans to expand her team soon and feels better positioned to provide deeper value to clients with Carson’s deep bench of like-minded, talented and experienced professionals.
“The one-on-one care and support from Carson are unmatched. I am excited to be affiliated with an organization with experience, knowledge, answers and a solid reputation. Ron Carson talks about being confident but humble—I think that comes through from every person I’ve interacted with,” said Randall.
Founded by CEO Ron Carson in 1983, Carson Group is headquartered in Omaha, Neb. It serves over 44,000 client families nationwide through its three businesses—Carson Wealth, Carson Coaching and Carson Partners.
“We are proud to welcome Randall & Pobar to Carson Partners. Michele and her partner have built an excellent firm that is very valuable to those in Southeast Wisconsin and beyond. We are eager to support Randall & Pobar as they continue to help families with the intricate financial transitions that life brings,” said Gregg Johnson, national sales director of Carson Group.
Randall & Pobar remains independently owned and empowered to make all business and operational decisions.