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.

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Richard J. Carson, Partner

Richard (Rick) recently merged Carson Choice Retirement Solutions, Inc., with Brumbaugh Wealth Management to further expand his team, add more office locations and increase investment options available to clients. Rick has over 35 years of experience in helping people plan for their financial future. He is the founder and President of Carson Choice, a Registered Investment Advisory firm in Bala Cynwyd, Pennsylvania where his team provides corporate clients and individuals with holistic financial planning solutions.

Rick is well known for the time he dedicates to helping educate both clients and corporations about the importance of financial planning. He coauthored What Do you Mean, I’m Responsible?, a book with the sole purpose of helping company plan sponsors better understand their fiduciary responsibility and empowering their employees to take responsibility for both themselves and their own personal retirement. Rick has been a frequent guest on WCAU Radio in Philadelphia and has given more than thirty financial workshops.

Rick maintains a Series 65 securities license as well as life and health licenses. He 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 nearly forty years. He and his wife, Liz, are grateful parents of two very kind and thoughtful daughters, Emily and Julie.

Jane Hesler, Senior Operations Manager

Jane has an extensive background in financial services focusing on managing and understanding the needs of clients. She brings more than 25 years of experience working with group health, life and disability benefits and is licensed in both life and health insurance. Her background also includes account management of both self funded and fully-insured clients.

Prior to coming on board at Brumbaugh Wealth Management, Jane was with Carson Choice Retirement Solutions beginning in 2018. 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 working with fully insured clients and their brokers.

In her spare time, Jane enjoys the company of her family and friends. She loves walking, cooking, reading and playing games.

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