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Michael Rose

Executive Business Coach

An experienced financial advisor and practice management consultant, Michael leverages 20 years of industry experience when guiding advisors toward their goals. He’s driven to help coaching members transform their practices into the firms they dream of.

Being an advisor can be a lonely endeavor. They are constantly in demand to solve clients’ problems, but who can they turn to when wrestling with their own challenges? That’s where a good coach comes in – Michael is an empathetic listener, asks poignant questions, and is a great brainstorming partner.

Whether it’s creating a client engagement model that inspires referrals, developing a systematic and reward-driven approach to key business functions, or empowering a team to excel, Michael offers advisors the strategies and tools to accomplish more.

Michael motivates advisors to do what they do best and delegate the rest. He believes firm leaders should place the highest priority on hiring their perfect compliment. This is someone who is as gifted at planning, prioritizing, and seeing things through as advisors are at landing the $2M prospect they just met. The right partnership, Michael says, has the power to convert business aspirations into real-world triumphs.

Michael began his career in the financial services industry in 2000, when he built a successful investment management practice in Sarasota, Florida. In 2009, he relocated to Minnesota and spent the next several years as a consultant, aiding advisors around the country as they fine-tuned their processes and created implementation plans to transform their businesses.

Immediately prior to joining Carson Group, Michael led the practice development organization at RBC Wealth Management. He worked with advisors and their teams to organize and improve client service and communication. His work allowed advisory firms to create a client experience that turned clients into enthusiastic advocates who proactively promoted their advisors.

Michael is a graduate of Boston University where he received a bachelor’s degree in finance. He enjoys spending time with his wife and daughter, works hard at learning to play the acoustic guitar and, in the warmer months, spends as much time as possible on the Minneapolis bike trails.

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 & 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

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