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Joanna Swanson

Vice President, Advisor Development

Joanna has over a decade of experience in working with individuals to meet their financial goals. She has traveled the county meeting with employers, financial advisors, non-profits and individuals to discuss how the right financial products can help them prepare for the future.

Prior to joining Carson Group, Joanna spent eleven years working at First National Bank in their Wealth Management division. During that time she managed the Nebraska Enable Savings Program and assisted in managing the Nebraska 529 College Savings Program. She also spent 4 years in the Retirement Plan Services division where she oversaw the strategy development, implementation, and management of education programs.

Prior to First National, Joanna spent three years at Union Pacific Railroad as a Business Manager in the marketing and sales department, and three years in the advertising and publication industry in Los Angeles, CA.

Joanna loves to spend time with her husband, Keith and two children, CJ and Lena. Joanna and Keith are very active and enjoy encouraging and engaging their kids in an active lifestyle. The family in particular enjoys swimming and running together. They also enjoy an annual trip to Southern California to soak in the sunshine and palm trees.

Executive Leadership

Teri Shepherd

President

Aaron Schaben

President

Kim Reed

Senior Vice President, Finance & Accounting

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Lantz Hunt

Chief Operating Officer, CWM, LLC

Ben Mathis

Chief Information Officer

Dan Tobin

Chief Risk Officer

Janet Anderson

Senior Vice President, Service and Support

Ron Carson

Founder and CEO

Executive Board

Teri Shepherd

President

Aaron Schaben

President

Ron Carson

Founder and CEO

Jamie Hopkins

Managing Partner of Wealth Solutions

Coaching & Consulting

Mark Wellwood

Vice President, Business Consulting

Jon Reidenouer

Vice President, Business Consulting

Jaclyn Peal

Vice President, Business Consulting

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Business Development