Carson Simpson
Lehi,UT
Summary
Results-oriented professional with a keen interest in finance and business initiatives. Experienced in leveraging analytical skills to support decision-making and improve financial outcomes. Committed to fostering growth and innovation in diverse business environments.
Overview
14
14
years of professional experience
Work History
Owner, Financial Advisor
C.S. Wealth, LLC
04.2024 - Current
- Founded C.S. Wealth to empower families and business owners in financial management.
- Provided comprehensive financial planning services tailored for business owners.
- Developed financial strategies that empowered business owners to prioritize growth.
- Created wealth-building strategies that enabled clients to focus on expanding their enterprises.
- Conducted data research that informed financial planning and optimized investment strategies.
- Ensured compliance with legal requirements while maintaining client satisfaction.
- Managed scheduling and communication to facilitate seamless client interactions.
- Implemented creative problem-solving techniques to address client needs effectively.
Financial Representative
Primerica
05.2023 - 05.2024
- Licensed agent for life insurance sales in Idaho.
- Coached clients through sensitive financial discussions, enhancing their decision-making confidence.
- Addressed client needs and concerns using effective communication strategies, improving client satisfaction.
- Facilitated consultations to build trust with clients, fostering long-term relationships.
Ranch Manager
Simpson Brother Farms
06.2012 - 06.2025
- Cared for cattle and horses, maintaining clean stalls and ensuring proper nutrition.
- Led and showed cattle, ensuring adherence to best practices in animal handling.
- Monitored animal health overnight, identifying health issues in calves and facilitating veterinarian care.
- Performed extensive physical labor, including lifting heavy objects over 100 pounds by hand.
- Managed crew operations, demonstrating strong leadership and accountability.
- Operated a range of equipment, including tractors, semi-trucks, loaders, backhoes, and skid steers, to support daily ranch operations.
- Maintained rigorous work schedules with frequent early mornings and late nights.
- Completed a maximum of 22 hours of work within a single day.
Electrician Assistant
Dusty’s Electric
11.2018 - 03.2023
- Gained construction experience by assisting with electrical installations and repairs.
- Coordinated parts procurement and logistics to ensure timely project execution.
- Supported project coordination through administrative tasks to facilitate smooth operations.
Education
Securities License: Series 65 -
FINRA
04-2024
Life Insurance License -
Idaho Department of Insurance
08-2023
Financial Coach Master Training -
Ramsey Solutions
03-2023
High School -
Carey High School
01-2020
Skills
- Financial planning
- Investment strategy
- Tax strategy
- Financial analysis
- Accounting
- Compliance management
- Client relationship management
- Investment software
- CRM software
- Google Workspace
- Data research
- Problem solving
- Website Creation
- Strategic communication
Personal Information
- 24 years old
- Married since 2022
Timeline
Owner, Financial Advisor
C.S. Wealth, LLC
04.2024 - Current
Financial Representative
Primerica
05.2023 - 05.2024
Electrician Assistant
Dusty’s Electric
11.2018 - 03.2023
Ranch Manager
Simpson Brother Farms
06.2012 - 06.2025
Securities License: Series 65 -
FINRA
Life Insurance License -
Idaho Department of Insurance
Financial Coach Master Training -
Ramsey Solutions
High School -
Carey High School