David Screnar

Chief Financial Officer

As CFO, David’s goal is to raise the overall financial acumen of the business by putting rigor around subjective questions and providing recommendations for how to service customers in an effective and efficient manner.

David joined Carson Group in September 2017. Before he joined, he was the Vice President of Finance for the Unified Communication division of West Corporation, leading business plan development, financial forecasting, and financial analysis, as well as competitive analysis and benchmarking. Prior to his time at West Corporation, David led the Financial Planning and Analysis and Business Intelligence team at InterCall, where he was involved in strategic planning, FP&A and go-to market activities such as sales efficiency, pricing and M&A.

David received his MBA from University of Notre Dame with a focus in Finance and Strategy and holds a Bachelor of Business Administration from Marquette University.

David enjoys spending time with his lovely wife, Emily, and his children, Henry, Harper, Carter and Chloe. He also enjoys reading, Marquette basketball, skiing and traveling.

Getting To Know David

Best piece of financial advice David received

Borrowing only based on necessity

Favorite holiday

4th of July because it’s America’s birthday

Favorite quote

“There are two things in life we alone control…our effort and our attitude.” – Chuck Wilson

Favorite book

 Pillars of the Earth by Ken Follett

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