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Diana Koger

Client Relationship Specialist

Diana is a Client Relationship Specialist for Carson Group Coaching. She provides independent financial advisors with guidance and direction in the daily execution of their business goals. She discovers the challenges advisors need to overcome, directs them to Carson Group Coaching’s content and tools, and guides them through tactical consultation to move the needle.

In a way, Diana’s role is designed to help advisors close the knowing-doing gap. She rarely comes across an advisor who doesn’t know what they need to do to become successful. Diana provides accountability when motivation isn’t present and direction when focus is lost – and does so through the use of Carson Group Coaching’s tested content and proven growth concepts.

Diana brings many skills and talents to the team at Carson Group Coaching. She specializes in marketing strategies, social media, content marketing, website design consultations, and practice management. She has her Bachelor’s degree in Marketing Management and is working towards her Master’s Degree in Organizational Leadership from Bellevue University.

Diana grew up in rural Nebraska and now calls Omaha home. She and her husband have two beautiful children and together they enjoy camping, Husker football, and being outside every chance they get.

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 & 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

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