JoAnn Abt

Corporate Counsel

JoAnn is an accomplished attorney with more than 10 years of experience working in highly-regulated industries. She received her Bachelor’s Degree from the University of Nebraska-Omaha and is a Cum Laude graduate from the Creighton School of Law where she received her Juris Doctorate. She has also participated in the FINRA/Wharton Certified Regulatory and Compliance Professional Program at the Wharton School at the University of Pennsylvania.

Prior to joining the team, JoAnn spent more than 15 years working in the financial services and insurance industries holding positions such as Compliance Director and Assistant General Counsel. Combining her unique blend of legal and compliance skills, JoAnn seeks to create and maintain an environment which ensures both internal stakeholders and clients can be certain their best interests are top of mind.

JoAnn is a lifelong resident of Omaha where she and her husband, Jim, currently make their home. She has three children, Joe, Jack and Katie. In her free time, she likes to watch her children participate in a wide variety of activities, read and cook. JoAnn is also an avid supporter of Special Olympics Nebraska and Children’s Respite Care Center.

Getting To Know JoAnn

Favorite food

It’s a tie. Anything at all with peanut butter or nachos.

Favorite Quote

“Be faithful in small things because it is in them that your strength lies.” -Mother Theresa

What motivates JoAnn

Her family.

Place JoAnn would most like to visit

The Vatican

Biggest Accomplishment

Going to law school while working and being a mom to three children, and still graduating with honors.

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