Jessica Perez

Vice President, Partnership Development, West

Jessica is driven by assisting advisors in reaching their goals, building better relationships with their clients and increasing efficiencies so they may enjoy a better quality of life. Jessica has served financial advisors across the country for 10 years and her greatest strength is her persistence and determination in developing optimal solutions for advisor needs.

Jessica graduated from Arizona State University with a Bachelor of Science in Business Management and a Certificate in International Business. Prior to joining Carson, Jessica assisted an international real estate firm in growing from $1.7B to $4B in assets. Her most recent role, Vice President of National Accounts, included managing and growing the distribution channel of both RIAs and independent broker-dealers. Prior to that, she was the Vice President of Sales in the Northeast for five years where she consistently helped financial advisors in presenting unique investment strategies to their clients. In 2012, Jessica was featured as the alumni keynote speaker at her former high school’s commencement ceremony.

Outside of work, Jessica loves spending time with her husband, Sean, their daughter, Lilianna, and handsome Yorkshire terrier, Leonidas. Jessica and Sean are both natives of Arizona but enjoy escaping the summer heat to cooler climates. Jessica enjoys wine and craft beer tasting, working out, swimming, camping, cooking, family gatherings and international travel.

Getting To Know Jessica

Favorite food

Caprese salad and spaghetti bolognese

Favorite quote

“You can do anything, but you can’t do everything.” – David Allen

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

Her great-grandma

Hidden talent/skills

Remodeling/home design (SHE LOVES IT!)

Favorite book

Beach Money by Jordan Adler

Favorite TV show

“Law & Order”

What motivates Jessica

SUCCESS! Be successful in all that she sets her mind to.

Favorite holiday

Thanksgiving, she loves FOOD!

Something on Jessica’s bucket list

Skydiving or a hot air balloon ride (She is planning to do both soon!)

Place Jessica would most like to visit

Spain, Greece and South America

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

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


Executive Board

Teri Shepherd


Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben


Coaching & Consulting

Gerry Herbison

Executive Business Coach

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

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