Chelsie Morales

Associate Vice President, Partnership Development, West

As an Associate Vice President of Business Development, Chelsie helps advisors design and implement solutions for their everyday challenges. Chelsie believes that getting to know advisors on a deep and personal level allows her to better understand their pain points and customize a solution to help them achieve that next level of success.

Chelsie graduated with a Bachelor of Science in Business Administration from the University of Nebraska at Kearney, followed by her MBA from the W.P. Carey School of Business. Her most recent role was an Account Manager for the second-largest travel nursing company in the country. She spent her time cultivating relationships with the hospital managers, along with placing and managing 250+ nurses at a time.

Outside of work, Chelsie enjoys staying active, spending time outdoors with her husband, Will, and chihuahua, Moose, and most recently loving on their new son, Carson. When grandma and grandpa want to babysit, Chelsie and Will love to attend local concerts, and have attended over 50 (and counting) so far.

Getting To Know Chelsie

Favorite food

Her mother-in-law’s homemade enchiladas

Favorite quote

“If it doesn’t challenge you it won’t change you.”

Favorite book

Small Great Things by Jodi Picoult

What motivates Chelsie

Being the best possible version of herself, in order to help create a life of opportunities for her son.

Favorite holiday


Place Chelsie would most like to visit


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 & Accounting

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


Executive Board

Teri Shepherd


Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben


Coaching & Consulting

Gerry Herbison

Executive Business Coach

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

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