Katie McGuire

Associate Vice President, Partnership Development, Southeast

As Associate Vice President, Business Development, Katie works alongside financial advisors to help them look at the industry landscape and choose a partner who has their client’s best interest in mind. Katie likes to have a deep understanding of an advisor’s business and deliver value-added solutions that will truly transform how they do business and improve their client’s experience. Katie is changing the lives of advisors and the investors they serve.

Katie joined Carson in December 2013. She graduated from the University of Nebraska Omaha with a Bachelor of Science in Business Administration in Communications and brings over a decade of sales and client retention/satisfaction experience to her current role. Before she started helping advisors pursue their goals, she was assisting small business owners by developing marketing solutions at one of the leading providers of data gathering in the country and was the Director of Member Services at one of the nation’s leading health and fitness clubs.

When she’s not at work, Katie likes to stay active and spend time in her kitchen with her husband, Dan, creating new recipes. She is lucky enough to have a huge family – three brothers, two sisters, ten nieces and nephews and two parents who have been happily married for 40 years – and they all get together every Sunday for family dinner. She also has the most adorable German shepherd named Bella. She has Katie’s heart and has a ton of energy so she takes up most of her free time.

Getting To Know Katie

Favorite food


Favorite quote

“If you haven’t found it yet, keep looking.” – Steve Jobs

Favorite holiday


What motivates Katie

Knowing that she’s adding value to the relationships she keeps

Places Katie would most like to visit

Italy, Greece, Thailand

Favorite movie

“Love Actually”

If Katie could meet anyone past or present


Favorite book

Bossypants by Tina Fey

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 & 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


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