About Us

Discover why clients love us ... and why you will too.

About Carson Choice Retirement Solutions

While there are countless firms, clients choose us because of our consultative team approach and our ability to deliver transparency, integrity and superior service, all with a personal touch.

linkedin

Richard J. Carson, President

RICHARD (RICK) CARSON is founder and CEO of Carson Choice Retirement Solutions, Inc., a Registered Investment Advisory firm in Bala Cynwyd, PA. Rick and his company assist corporate clients and individuals with their financial needs including but not limited to employee benefits, life insurance, estate planning, and individual investment planning.

Rick coauthored What Do you Mean, I’m Responsible? with the sole purpose of empowering not only company plan sponsors but also their employees. Most plan sponsors know they have a fiduciary responsibility but seem not to understand the breadth of that responsibility. Over Rick’s thirty years in business, he’s learned that employees of these companies have a different responsibility — to themselves and their own personal retirement. The days of the company taking care of employee retirement, for the most part, are gone! Rick’s goal and gift is to help both employer and employee.

Rick has been a frequent guest on WCAU Radio in Philadelphia, PA, and has given more than thirty financial workshops. He maintains a Series 65 securities license as well as life and health licenses. Rick is also a member of the National Association of Plan Advisors and the Better Business Bureau. On a personal level, Rick has been married for close to thirty-five years. He and his wife, Liz, are grateful parents of two very kind and thoughtful daughters, Emily and Julie. Their golden retriever, Sydney, accompanies Rick to work.

Jane Hesler, Operations Manager

Jane comes to Carson Choice Retirement Solutions with more than 25 years of experience working with Group Health, Life and Disability benefits. She is life and health insurance licensed and her background is in account management of both self-funded and fully-insured clients. Her knowledge and expertise is managing and understanding the needs of clients. Jane previously held positions at AmeriHealth New Jersey {AHNJ) and HealthNow. At AHNJ, she was the Manager of the Large Group Self-Insured Retention team. At HealthNow, she was the Manager of the Brokerage Operations team dealing with fully insured clients and their brokers.

In her spare time, Jane enjoys the company of her family and friends. She loves cooking, reading and playing games. She also volunteers each month at the Ronald McDonald House in South Jersey helping to cook home cooked meals for their guests.

Our Partners

Landor Print Default

The_Vanguard_Group_Logo.svg

DFA-logo

pcs_logo2

Print

ishares_logo2