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Sarah M. Cain

Vice President, Coaching & Consulting

Sarah is passionate about using high-performance strategies to help business owners create and grow strong, purposeful businesses. Prior to joining Carson Group Coaching, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Director of Planning & Client Services, Program Director and Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination. Her key accomplishments at the firm include managing the launch and ensuing growth of the independent RIA; overseeing the implementation of new technology platforms including CRM, financial planning, client portal, and PAS software systems; and developing a national training business for financial advisors.

After earning her degree in Finance from Washburn University, Sarah began a career in the financial industry and continued her education by completing the CFP Certification Professional Education program through the College for Financial Planning. It wasn’t long before she discovered a true desire to coach entrepreneurs, leading her to pursue designations as a Certified Professional Coach and Certified Business Coach.

Sarah and her husband, Brandon, live in Kansas City with their four-legged children. Away from work, she enjoys spending time with her friends and family (including her amazing niece and nephews), exploring the outdoors, and, along with her husband, continuing a quest to find the best street tacos in KC.

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