Murray Marketing Minute: Hockey, Heart, and High School
Matt Johnson Wealth Advisor Hockey, Heart, and High School Over the years, I’ve had the opportunity to coach hockey at many levels, from brand new six-year-olds to 18-year-old high school players who can skate circles around me. I’ve loved working with every athlete I’ve coached, and it’s e …
Murray Marketing Minute: Warm Hearts & Warm Churros | December 2025
Thom Hall CFP, ChFC, CEPA Managing Director, Partner & Wealth Advisor Warm Hearts & Warm Churros For the past several years, we’ve had a tradition of making churros for trick-or-treaters on Halloween. We bought a churro press years ago for one of our firm’s fall family festivals, an …
Murray Marketing Minute: Dirt Princesses | November 2025
Larz Macfarlane Wealth Advisor Dirt Princesses If you had walked past our family at the berry patch that evening, you might have seen what looked like a scene straight out of a Norman Rockwell painting—until you looked a little closer. My daughters, dressed in sparkly sandals and pastel top …
Murray Marketing Minute: Welcome Landon! | October 2025
Landon DeCoursey – Associate Wealth Advisor Welcome Landon! We’re excited to welcome Landon DeCoursey as the newest member of our Murray team! Landon joins Carson Wealth and he’s already making an impact with his energy, curiosity, and genuine care for clients. His path into financial …
Murray Marketing Minute: Now This is Loyal! | September 2025
Written about Lori Knighton Director of Operations, Registered Administrative Assistant Fifteen years ago, several amazing things happened: The first Apple iPad was released Uber and Instagram were both launched in 2010 The world’s tallest building, the Burj Khalifa, officially opened in …
Murray Marketing Minute: Bittersweet Lasts | August 2025
Liz Hall – Project Manager Bittersweet Lasts Thom and I have been doing this for our whole marriage…raising children. When I said “yes” to marrying him almost 27 years ago it came with “yes” to being a mom to 2 children. So, family life and raising kids is all we have ever known to …
Valuations
Carson Wealth’s Thom Hall CFP®️, ChFC®️, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, …
The Exit Planning Process
Carson Wealth’s Thom Hall CFP®️, ChFC®️, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC. Op …
Choosing Your Business Exit Term
Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, L …
Assemble Your Business Exit Planning Team
Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, L …
Planning Your Exit on Your Terms
Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, L …
