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Nelly Carson

Chief Comfort Officer

As Chief Comfort Officer, Nelly provides comfort and emotional support to the Carson Wealth team with her joyful nature, calm demeanor and eagerness to interact with all internal stakeholders and clients. Prior to joining Carson Wealth, Nelly interned at The Lodge in Tekamah, Nebraska, specializing in pheasant hunting. Her behavioral training has proved to be a positive influence during company meetings in the Wall Street conference room. Nelly currently resides with the Carson family and when she is not in the west hallway of the office, she works primarily from home.

Getting To Know Nelly

Favorite Quote

 Fetch!

If Nelly could meet anyone, past or present, it would be

 Lassie

Hidden talent/skills

 Can catch a pheasant at record speed

What motivates Nelly

 Treats!

Favorite holiday

Bring your dog to work day

Something on Nelly’s bucket list

 Eat an entire box of Milkbone treats in one setting

Hidden Talent

 Shaking, sitting and laying down on command

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