Lisa Synowicki

Director, Partnership Development Operations

Lisa brings over 23 years of financial services experience to her role of Director of Business Development Operations. Her level of experience partnered with the desire to streamline processes, passion to create efficiencies, and leadership all aid in her goal to provide premium service to anyone she works with.

Prior to joining Carson, Lisa spent 18 years working with a large Omaha-based independent broker-dealer. She held numerous roles during her 18-year tenure and her last 10 years were spent in recruiting where she managed the internal sales team and helped drive revenue to the firm.

Lisa and her family are lifelong residents of Omaha. Lisa loves spending the little free time she has with her husband, Steve, and two children.

Getting To Know Lisa

Favorite food

La Casa pizza

What motivates Lisa

Besides family being the obvious, waking up each morning, doing what she loves and knowing she is making a positive impact in someone’s life.

Favorite holiday


Something on Lisa’s bucket list

 Learn how to swim!

Place Lisa would most like to visit

Lisa would love to take a trip to Poland with her family. Lisa’s husband, who also works at Carson, is 100 percent Polish!

Biggest accomplishment

Two amazing kiddos!  

Best piece of financial advice received

“If you have to charge it, you don’t need it.”

Favorite quote

“Good better, best, never let it rest. ‘Til  your good is better and your better is best.”

If Lisa could meeting anyone past or present


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

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