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Kristi Harrison

Vice President, Partnership Development, Central South

Designing and implementing solutions for advisors on their challenging demands is an opportunity Kristi is passionate about. Kristi enjoys spending time identifying areas that can be improved, developed or changed and then formulating a solution to meet all three.

Kristi graduated with Bachelor of Arts Degree in Business Management from Central College in Pella, Iowa. Her most recent role was a Marketing Manager for a large, Midwest grocery store chain. Her responsibilities included growing their social media presence and in return increasing sales and profits. Prior to this role, Kristi spent an extensive period of time in the financial services industry for a Fortune 500 company. She gained experience in a variety of roles including benefit consulting and 401(k)/retirement solutions for institutional-sized businesses with a focus on corporate acquisitions, mergers and investment platforms.

Outside of work, Kristi enjoys spending time with her husband, Randy; her kids Jacob, Jonah and Madeleine; and her sidekick Shih Tzu, Chumley. Kristi enjoys traveling with her family each year to Table Rock Lake and anywhere there is an amusement park nearby. In her free time, she enjoys designing jewelry, attending her kids’ sport activities, cooking or shopping.

Getting To Know Kristi

Favorite movie

“A Few Good Men”

Hidden talent

She’s a published jewelry designer

Favorite quote

“A goal without a plan is just a wish” – Antoine de Saint-Exupery

Best piece of financial advice

Enjoy 80 percent, save 10 percent, and give away/tithe 10 percent while remaining debt free

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