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Scott Wood

Vice President, Partnership Development

Scott has been in the financial services industry since 1989. He spent over 20 years working in business development and consulting for a broker/dealer before coming to Carson Group in 2011. “My experience in this industry has shown me the most successful financial advisors love building relationships with clients and they have a passion for helping people address what matters most to them – it might be their family, a retirement they can enjoy instead of worry about or supporting a charity or societal need. That’s a noble pursuit because it makes a difference.”

He has extensive experience in coaching and training advisors in areas including strategic prospecting, time management and communicating value. Blueprinting is critical to Scott, as a coach. “When advisors have clarity about what they want to build – the vision they have for their business and life – and why they want to, it naturally leads to establishing goals that measure progress towards that vision. Then, we can identify daily activity that supports the goals and drives toward the vision. It all works together”.

Leadership is also an area he feels strongly about. “There are plenty of good asset- gatherers in the industry. But to separate yourself from the pack and go to the next level, you have to invest time as the CEO and leader of your organization. Culture has a huge impact on success”.

He earned his Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Nebraska – Kearney. In his personal time, Scott loves being with his family at his kids’ sports events or other activities, watching a movie together, or relaxing on a beautiful beach. He’s a big fan of Husker football, enjoys coaching youth baseball and is also an active member of his Christian community. Scott and his wife, Beth, have three wonderful children – daughter Joree and sons Cameron and Sam.

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