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Jaclyn Peal

Vice President, Business Consulting

As Vice President of Business Consulting, Jaclyn Peal works with Carson Partners to develop business growth plans, including organic and inorganic growth opportunities. Her goal is to make sure partners take advantage of the tools and resources available to them through the Carson partnership.

Prior to joining Carson, Jaclyn spent four years in relationship management at Gemini Fund Services (now Ultimus Fund Solutions) where she provided distribution consulting and business growth coaching to RIA offices that manage mutual fund and ETF products. Prior to Gemini, she worked at Securities America for seven years and held various roles in supervision, compliance surveillance, and wealth management. Jaclyn discovered her passion for the industry when she began her financial career at a Morgan Stanley branch office.

Jaclyn earned her Bachelor of Arts degrees in accounting and in business finance from Mercyhurst University in Erie, Pennsylvania. She holds her Series 7, 66, 24, 53; and Life, Accident and Health Insurance License.

A Pennsylvania native, Jaclyn currently lives in Omaha with her husband, Ryan, and two daughters, Allison and Lauren.

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