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Recognizing Excellence: The 2025 Women in Wealth Management Awards

On April 30, 2025, the Carson Group proudly announced the recipients of its 2025 Women in Wealth Management Awards. This prestigious program highlights exceptional women in the financial services sector who are making important contributions to their profession and communities. The award ceremony took place during the annual women’s conference, Represent, held at beautiful Hilton Head Island, South Carolina.

The awards aim to recognize the outstanding achievements of women and their male allies in the wealth management field, inspiring others while fostering a sense of community among finance professionals.

Award Categories and Recipients
The following women received accolades for their exceptional leadership, mentorship, and innovation:

1. Excellence in Mentorship Award
Recipient: Lee Ann Forshee, CFP®, Wealth Advisor, Office Manager at Carson Wealth True North Financial
This award celebrates women who have made significant impacts as mentors within their industry, guiding the next generation of financial advisors.

2. Community Impact Award
Recipient: Peggy Monahan, Director at Carson Private Client, Carson Wealth Omaha
Honoring individuals dedicated to giving back, this award recognizes those who leverage their expertise to enact substantial change in their communities.

3. Industry Transformer Award
Recipient: Debra Taylor, CPA/PFSTM, JD, CDFA®, Managing Partner and Chief Tax Strategist at Carson Wealth Franklin Lakes
Recognizing innovative leaders like Debra, this award highlights the individuals pushing boundaries and leading advancements in the wealth management industry.

4. Up Comer Award
Recipient: Amanda Bearden, CFP®, Financial Advisor at Pesta Pesta Wealth Management
This award celebrates emerging talents making significant early impacts in wealth management through commitment to client-centered service and growth.

5. Allyship Award
Recipient: Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial, Inc.®
This award recognizes the significant contributions made by men in supporting and advocating for women professionals in finance.

6. Career of Excellence Award
Recipient: Karin Grablin, CPA, CFP®, Managing Partner, Senior Wealth Advisor at SRQ Wealth
Aimed at women with over 15 years in finance, this award acknowledges those who have achieved notable success and milestones throughout their careers.

7. Backstage Star Award
Recipient: Renee Boulger, Director of Operations at Valorem Financial
Recognizing those behind the scenes, this award highlights the individuals whose consistent support and management ensure smooth daily operations.

8. Transition Triumph Award
Recipient: Denise Talbert, Wealth Advisor at Bain Wealth Management
Celebrating successful transitions within the industry, this award honors women who have moved from operational roles to advisory positions.

9. Growth Top Advisor
Recipient: Debra Taylor again as Managing Partner and Chief Tax Strategist
This award spotlights women achieving exceptional results, especially in asset growth, while upholding a dedication to excellence.

Heather Randolph Carter, the Chief Marketing Officer of Carson Group, expressed, "The Women in Wealth Management Awards celebration exemplifies the impact and leadership women bring to our industry. Each recipient embodies excellence and represents a reminder of the importance of representation, benefiting both the financial profession and the investors we serve."

The winners were chosen by a panel of judges from various sectors, including the CFP Board Center for Financial Planning and representatives from outside firms, showcasing the industry's commitment to recognizing excellence.

In its fourth year, the Represent conference continues to empower women in finance, offering a platform to connect, grow, and uplift each other in shaping the future of wealth management. With nearly $41 billion in assets under management and covering over 52,000 families through its partner advisory network, Carson Group remains dedicated to amplifying female voices in financial services.

For further information related to Carson and their growth opportunities, visit Carson Group.

Investment advisory services are offered through CWM, LLC, an SEC-registered investment advisor. Carson Wealth operates under the brand name of CWM, LLC.