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Brian Green

Senior Vice President, Corporate Strategy

Brian brings 4 years of experience in the financial services industry to his role as Senior Vice President of Corporate Strategy. Prior to his introduction to the industry he served 8 years in the United States Marine Corps and brings a unique skillset specific to operational and strategic planning.

Brian received his bachelor’s degree from the University of Nebraska – Omaha and has a M.S. in Project Management from the University of Wisconsin-Platteville. Brian also maintains designations as a Project Management Professional (PMP) and Certified Scrum Master (CSM). Prior to joining Carson Wealth, he held various positions in the United States Marine Corps and lead the Project Management Office at a local Broker Dealer.

Brian has been married to his wife, Meghan, since July 2009. They have Five children: Adelynn (9), Delaney (8), Brinleigh (5), Henry (3) and Oliver (1). He is an avid sports fan and enjoys coaching his children’s sports teams. 

Favorite quote: “Very little is needed to make a happy life; it is all within yourself, in your way of thinking.” – Marcus Aurelius

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