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JP Mortenson

Partnership Development Consultant, Central North

J.P. Mortenson adds value to Carson with his fast-paced competitive background and his willingness to fit advisors for either Carson Partners or Carson Coaching.

Prior to joining Carson, J.P. worked for Dakota Business Lending as a Finance Intern and Closing Specialist while getting his undergraduate degree at Minnesota State University Moorhead in finance and business marketing. J.P. also was a member of the MSUM football team and was a winner of the Dragon Award for his excellence on and off the football field. He is currently earning his MBA at Creighton.

J.P. enjoys competition and being active. His favorite sports/activities are football, baseball, hockey, golfing, hiking, fishing and anything that keeps him moving.

Getting To Know JP

Favorite food

Filet mignon medium rare

Favorite TV show

“The Office”

What motivates J.P.

Any type of competition

Favorite book

Can’t Hurt Me by David Goggins

Something on JP’s bucket list

Summit Mount Rainier

Favorite movie

“Good Will Hunting”… Because it reminds J.P. of himself

Favorite quote

“Success is a byproduct of hard work.”

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

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