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Dan Tobin

Chief Risk Officer

As Chief Compliance Officer, Dan brings over 16 years of experience in financial services primarily in operations and supervision roles. Dan started his financial services career in 1999 with Ameritrade. Dan’s passion for operations and risk management are due to his desire to strive for perfection in which mitigating risk plays a big role. While perfection may not be attainable, it is a goal that we strive to achieve every day to provide the best experience for our internal and external stakeholders.

Dan was born and raised in Omaha, graduated from Creighton Prep and received his Bachelor of Arts from Augustana College in Sioux Falls, SD with a major in Mathematics. During his free time, Dan enjoys playing ice hockey if he is not coaching his son’s sports.

Dan and his family are happy to be back in Omaha after a few years living in Des Moines, Iowa. Dan has been married to his wife, Kim, since June 2003 and they both enjoy spending time with their son Caleb. Caleb is active in sports and his favorite sports are basketball and baseball.

Getting To Know Dan

Favorite food

BBQ

Favorite quote

“Enjoy the little things for one day you may look back and realize they were the big things.”

If Dan could meet anyone, past or present, it would be

His first ancestors to arrive in the United States

Favorite movie

Seabiscuit

Favorite holiday

4th of July

Place Dan would most like to visit

Rome

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