Bobby Steinau

Vice President, Business Consulting

Throughout his career Bobby has had experience working with advisors throughout varying stages of their career, and in vastly different organizational structures. This experience allows him to approach each conversation in a truly consultative manner looking at each office uniquely with the goal of helping them develop the strategy and solutions best suited to help meet their clients needs. He also brings a high level of respect to his role as he feels the work of a Financial Advisor is so essential. He finds joy in helping offices develop strategies that allow their clients attain their financial dreams and experience life to it’s fullest.

Prior to joining the Carson Group Bobby spent 11 years at LPL Financial. During his tenure he worked in a variety of different roles most recently serving as the Vice President of Business Consulting engaging with the top 100 largest offices in the Los Angeles, San Diego, and Hawaii territories. Bobby was responsible for supporting the strategic and daily operational needs of his client base, driving profitability to the platform, creating new revenue opportunities and improving the overall engagement of each client. Before joining the Business Consulting team, he spent time as Vice President of LPL’s RIA Custody Platform as well as several different positions within the firm’s Business Development divisions.

Bobby earned a Bachelor of Science degree in Communication from Arizona State University in Tempe, Arizona, and holds the Series 7 license.

He currently lives in San Diego, California with his wife Laura, his twin daughters Kayla and Hailey, and their dog Penny. Bobby enjoys spending time with his family, playing golf, hiking, and doing home improvement projects around the house.

Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd


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

David Screnar

Chief Financial Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben


Executive Board

Teri Shepherd


Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben


Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Jessica Harrington

Executive Business Coach

Jamie Hopkins

Managing Director, Carson Coaching

J.J. Peller

Business Coach

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

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, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Justin Starnes

Senior Vice President, Sales & Distribution

Mark Page

VP, Strategic Partner Development

Morgan Mithlo

Business Development Consultant, Southeast

Tyler Hamik

Business Development Consultant, West

Steven M. Laska

Vice President, Business Development, East

Andy Larson

Business Development Consultant, Central South

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant, Central North

Chelsie Morales

Associate Vice President, Business Development, West

Scott Wood

Executive Sales Coach

Jessica Brooks

Associate Vice President, Business Development, Central South

Ethan Goff

Associate Vice President, Business Development, Central North

Katie McGuire

Associate Vice President, Business Development, Southeast

Kristi Harrison

Vice President, Business Development, Central South

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central North