Insights

Laural Jeppson Director, Operations Family Auction Equals Family Fun Every August our immediate family and some extended relatives spend a week in McCall Idaho on Payette Lake. It is our favorite place, and we really plan around it, including how to pay for such a trip. Years ago, the previ …

Introducing Our Newest Member Joshua Potts Paraplanner Introducing the newest member of the Carson Wealth Murray team. Joshua Potts is originally from Las Vegas; but more recently, he attended Brigham Young University-Idaho, studying Financial Planning. As part of the leadership team for th …

Liz Hall Marketing, Specialist The Hall family loves spending time at Lake Powell! Thom and I went on a trip there with single friends before we got married, and it has been part of our lives ever since. Lake Powell is a beautiful reservoir that has provided more than 30 special trips for o …

Landon DeCoursey Associate Wealth Advisor Truly Unforgettable We live in a world obsessed with what comes next. A new trend, design, or idea, each one quietly suggests we are behind if we do not keep up. The cycle never slows, and I have always found it exhausting. Maybe that is why I have …

Heidi Wilkey Advisor Assistant Did Someone Say Party? If you know me, you know that I love a good party. I am always looking for an excuse to gather people together. It’s something I have always loved, and I’ve gotten pretty good at it. Whether it’s a surprise birthday party or an event for …

Larz Macfarlane, Wealth Advisor Small Milestones This winter marks a small milestone for our family: it’s our first one in our new home since Carson recruited us away from Phoenix. When we moved, we braced ourselves for snow. Serious snow. The kind that justifies new coats, winter getaways …

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 …

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 …

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 …

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 …

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 …

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 …

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 Wealth Services, LLC, o …

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 Wealth Services, LLC, or CWM, LLC. Opi …

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 Wealth Services, LLC, or CWM, LL …

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 Wealth Services, LLC, or CWM, LL …

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 Wealth Services, LLC, or CWM, LL …