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Michael Lawrence

Portfolio Manager

Mike is a portfolio manager for the QBI Investment team at Carson Group.  He is responsible for the management and oversight of the QBI Low Volatility strategies.  Mike has over two decades of experience with systematic strategies, including 16 years as a portfolio manager with Chicago Equity Partners.  Mike led a four-member equity portfolio management team at Chicago Equity Partners responsible for the oversight of more than $1 billion in domestic and international equity strategies.  He earned a bachelor’s degree and an MBA from DePaul University.  He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Executive Leadership

Teri Shepherd

President

Aaron Schaben

President

Kim Reed

Senior Vice President, Finance & Accounting

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Lantz Hunt

Chief Operating Officer, CWM, LLC

Ben Mathis

Chief Information Officer

Dan Tobin

Chief Risk Officer

Janet Anderson

Senior Vice President, Service and Support

Ron Carson

Founder and CEO

Executive Board

Teri Shepherd

President

Aaron Schaben

President

Ron Carson

Founder and CEO

Jamie Hopkins

Managing Partner of Wealth Solutions

Coaching & Consulting

Mark Wellwood

Vice President, Business Consulting

Jon Reidenouer

Vice President, Business Consulting

Jaclyn Peal

Vice President, Business Consulting

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Business Development