Carson Group Welcomes New Advisors Kiho Choi and John Dunphy with Rebranding
On January 16, 2025, Carson Group announced that it will welcome California-based advisors Kiho Choi and John Dunphy into its ranks. This significant move represents not only a strategic partnership but also a significant rebranding initiative as the duo transitions to operating under the name Twin Pines Wealth Management. With over $40 billion in assets under management, Carson Group continues to reinforce its standing as a major player in the wealth advisory landscape.
Choi and Dunphy bring over three decades of wealth management experience to Carson Group, having established themselves in the industry with a reputation for strong client service and personal connections. The new branding as Twin Pines symbolizes their sophisticated approach to wealth management, rooted in solid values and a commitment to growth.
Gregg Johnson, the national sales director at Carson Group, expressed enthusiasm about the partnership, stating, 'Our goal at Carson Group is to empower advisors like Kiho and John who have cultivated successful practices. We provide the necessary support and resources to tackle the complex challenges they face in their business endeavors.'
This partnership allows Twin Pines Wealth Management to leverage Carson's extensive ecosystem, enhancing its service offerings while scaling operations efficiently. Both Choi and Dunphy emphasized that their decision to join Carson Group was largely influenced by the company’s commitment to its partners, aligning perfectly with their own values towards client service.
John Dunphy, now managing partner and senior wealth advisor at Twin Pines, said, 'The alignment in commitment to excellence between Carson Group and us was a deciding factor. We are excited to focus on client interests and to ensure their needs remain our top priority as fiduciaries.' This is especially critical in a market where sound financial advice and integrity are paramount.
As part of Carson’s network, Twin Pines Wealth Management will gain access to a wide array of resources and tools designed to enhance the advisor-client experience. This expanded capability is expected to improve client service and operational efficiency, ultimately resulting in better outcomes for their clientele.
Carson Group’s continued growth demonstrates its dedication to providing innovative solutions for financial advisors, aimed at nurturing their endeavors while ensuring client satisfaction remains at the forefront.
With more than 150 partner offices and over 51,000 client families within its advisory network, Carson Group further solidifies its role as a trusted partner in wealth management. For those interested in exploring partnerships with Carson Group, more information is available on their website.
In conclusion, the synergy between Carson Group and Twin Pines Wealth Management signifies a forward-thinking approach in the financial sector—merging exceptional advisory capabilities with a rich resource ecosystem. This partnership is poised for a fruitful journey ahead in guiding clients through their financial endeavors, ensuring they receive the highest level of service and expertise in wealth management.
Choi and Dunphy bring over three decades of wealth management experience to Carson Group, having established themselves in the industry with a reputation for strong client service and personal connections. The new branding as Twin Pines symbolizes their sophisticated approach to wealth management, rooted in solid values and a commitment to growth.
Gregg Johnson, the national sales director at Carson Group, expressed enthusiasm about the partnership, stating, 'Our goal at Carson Group is to empower advisors like Kiho and John who have cultivated successful practices. We provide the necessary support and resources to tackle the complex challenges they face in their business endeavors.'
This partnership allows Twin Pines Wealth Management to leverage Carson's extensive ecosystem, enhancing its service offerings while scaling operations efficiently. Both Choi and Dunphy emphasized that their decision to join Carson Group was largely influenced by the company’s commitment to its partners, aligning perfectly with their own values towards client service.
John Dunphy, now managing partner and senior wealth advisor at Twin Pines, said, 'The alignment in commitment to excellence between Carson Group and us was a deciding factor. We are excited to focus on client interests and to ensure their needs remain our top priority as fiduciaries.' This is especially critical in a market where sound financial advice and integrity are paramount.
As part of Carson’s network, Twin Pines Wealth Management will gain access to a wide array of resources and tools designed to enhance the advisor-client experience. This expanded capability is expected to improve client service and operational efficiency, ultimately resulting in better outcomes for their clientele.
Carson Group’s continued growth demonstrates its dedication to providing innovative solutions for financial advisors, aimed at nurturing their endeavors while ensuring client satisfaction remains at the forefront.
With more than 150 partner offices and over 51,000 client families within its advisory network, Carson Group further solidifies its role as a trusted partner in wealth management. For those interested in exploring partnerships with Carson Group, more information is available on their website.
In conclusion, the synergy between Carson Group and Twin Pines Wealth Management signifies a forward-thinking approach in the financial sector—merging exceptional advisory capabilities with a rich resource ecosystem. This partnership is poised for a fruitful journey ahead in guiding clients through their financial endeavors, ensuring they receive the highest level of service and expertise in wealth management.
Topics Financial Services & Investing）
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