Carson Wealth in Napa, California, announced that wealth advisor, Tom Commander and senior planner, Tim McNamara are joining Kent Kuhlmann’s team and adding to the firm’s expanding footprint in Northern California.
The Carson Wealth team in Napa serves affluent families, business owners, executives and institutions in Napa, Sonoma, San Jose and surrounding areas. The firm currently manages more than $100 million in assets for families and businesses in 32 states.
“The decision to join Carson Wealth was an easy one,” said Tom Commander, wealth advisor. “This strategic move gives me the opportunity to provide clients with the support of Carson Wealth’s full roster of highly specialized professionals offering services ranging from estate planning, investment management and financial planning.”
Before joining Carson Wealth, Commander worked as an investment advisor with Jacobson Wealth Management.
Commander joined the financial services profession after serving 29 years in law enforcement with the Napa Sheriff’s Office. While working for Napa County, Commander served as a member of Napa County’s Deferred Compensation Board for 12 years. As a board member and chair, he discovered he had a passion and interest in the financial services industry and decided to pursue a career as a financial professional.
Commander holds a life, health and accident insurance license for the state of California.
Senior planner, Tim McNamara, a 30-year financial services veteran, will also be joining Carson Wealth. McNamara previously owned and operated his own consultancy practice and specialized in advising clients on estate, tax, business succession, charitable planning and real estate development needs.
“I have found that the needs of our ultra-high-net-worth investors are unique and require strategies tailored to their individual needs,” said McNamara. “Carson Wealth embraces a highly-customized approach and has invested heavily in systems that give clients the services they want. With this partnership, I now have access to industry-leading technology that will allow me to provide clients with planning solutions that are right for them.”
Carson 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.