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Kim Reed

VP, Finance

As Vice President, Finance, Kim’s focus is on the financial operations of the company, which includes optimizing day-to-day functions. Kim also strives to identify opportunities to improve reporting and sharing information with the rest of the organization in a meaningful fashion, providing data points that can assist in decision-making.

Kim is originally from Beresford, SD and graduated from the University of North Dakota with Bachelor of Accountancy degree. She spent the past 10 years as Controller/VP Finance for a technology company based in Omaha before joining Carson Wealth in 2014.

Kim and her family live on an acreage outside of Bennington, NE.  She enjoys spending time with her husband, Rick, daughter, Makenzie, and son, Grayson. They enjoy camping in the spring and fall, biking and swimming and cheering on the University of North Dakota hockey team.

Getting To Know Kim

Favorite food

Taco Pizza

What motivates Kim

Any challenge

Favorite holiday

Christmas (especially a white one)…she loves family and snow

Something on Kim’s bucket list

To attend the Kentucky Derby

Place Kim would most like to visit

Norway

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