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Gerry Herbison

Executive Business Coach

Gerry Herbison, DBA, ChFC®, CFP®, CASL®, CLF® is currently a Carson Executive Business Coach and Adjunct Professor of Leadership and Practice Management at The American College of Financial Services. Formerly, Dr. Herbison was a full-time Assistant Professor of Management Studies and the Leadership Programs Director with The American College.

He served four years as Vice President of Sales at The College before joining The College’s academic division. Prior to joining The College, he worked as a Registered Representative, Investment Advisor, and Regional Vice President for AXA. During his 10-year tenure with the company,  he was honored as an Elite Regional Vice President.

Gerry specializes in management and leadership development, having studied the best practices of top-performing field leaders and advisors. He has presented keynote, main stage, and breakout sessions for home office and field leaders, and advisors throughout the financial services industry. He teaches college classes at the undergraduate, masters, and doctoral level to students in the financial services industry, the military, and the college general population, where he receives excellent teacher and presenter reviews.

Gerry holds CFP Certification, and earned the following American College designations: Chartered Financial Consultant (ChFC) in 1998, the Chartered Advisor for Senior Living (CASL) in 2005, and the Chartered Leadership Fellow (CLF) in 2010. He holds a B.S. in Training Design, and completed the Masters of Science in Management (MSM) degree at The American College in 2008. He completed his doctoral degree in Business Administration at Wilmington University in 2013.

Gerry has four children, ranging in ages from teens to mid-twenties. He is married to Peg – a  Pediatric Physical Therapist (and saint!). His hobbies include bike riding and photography, and he has been “learning” guitar for a few years.

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