BACK TO TEAM

Ben Mathis

Chief Information Officer

As Chief Information Officer, Ben brings a unique perspective to Carson Wealth by having worked in variety of industries. Ben brings fresh and innovative ideas to the firm, which enhances our technology solutions for our clients.

Ben joined Carson Wealth in April 2013 as the firm’s Chief Technology Officer. He has worked in the technology field for more than 13 years, most recently serving as Vice President of Technology for PayFlex Systems USA, Inc., an industry-leading, account-based health plan administrator. Ben also has leadership experience in the financial services industry, including functioning as the head of IT Infrastructure at a Broker/Dealer.

Ben is a lifelong Omaha area resident and has been married to his wife, Dawn, since August 2002. Dawn works as a supervisor for the ESL department of a local school district. They enjoy spending time with friends and family, music, playing golf and are avid Husker and Green Bay Packer fans. They love spending time outdoors, working in their garden, grilling their favorite foods and taking some time to relax.

Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd

President

Janet Anderson

Chief Operating Officer, Carson Partners

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Risk Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Scott Conroy

Managing Partner, Business Consulting & Training

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Teri Shepherd

President

Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Gerry Herbison

Executive Business Coach

Jaclyn Peal

Vice President, Business Consulting

Jessica Harrington

Executive Business Coach

Jamie Hopkins

Managing Director, Carson Coaching
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

J.J. Peller

Business Coach

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Business Consulting & Training

Jason Carver

Vice President, Mergers & Acquisitions

Sarah M. Cain

Vice President, Coaching & Consulting

Business Development