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Steve Synowicki

Director of Training

As Director of Training, Steve provides training resources and direction to our partners to help enhance operational efficiencies. He prides himself in providing extraordinary customer service and always goes above and beyond to help our clients pursue their goals.

Prior to joining Carson Wealth, Steve spent over 14 years working for two major broker-dealers in the financial services industry. He brings diverse experience to the table with previous roles in operations, customer service, compliance, supervision, technology, training and leadership development. Steve received his Bachelor’s degree in Finance and Banking from the University of Nebraska at Omaha.

When he’s not at work, Steve enjoys spending time with his wife, Lisa, daughter, Alli, and son, Jonas. He also tries to spend as much time as possible at the golf course or local fishing hole. Steve is an avid sports fan with strong allegiances to the Nebraska Cornhuskers, Chicago Bears and New York Mets.

Getting To Know Steve

Favorite food

Cajun crawfish boil

Favorite movie

The Natural

Favorite holiday

The 4th of July

Place Steve would most like to visit

Poland. Steve is 100% Polish and would love to see the land of his ancestors.

Steve’s biggest accomplishment

His family

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