Steven M. Laska

Vice President, Business Development, East

Steve has over 25 years of industry experience. After serving his country as an Armor Officer in the U.S. Army, Steve joined SEI Investments, where he served in various positions. He eventually rose to a senior leadership position within the Investment Advisor Channel. He established a joint venture between SEI and Schwab. Steve started PIMCO’s Independent Advisor Channel where he served as national sales manager. He built the internal and external sales force from the ground up. In the early 2000’s, Steve followed another passion, and founded a socially responsible education company, that resulted in thousands of children, who had been struggling, achieve grade level standards and beyond. Steve returned to the Financial Industry where he worked to establish distribution for smaller boutique asset management firms. Eventually Steve entered the advisor world, where he successfully took a firm from $30mm in AUM to $250mm in AUM in just 24 months. Most recently, Steve has been an Investment Banker, where he has represented Large RIA’s, and boutique Asset Management firms on both the buy and sell side of transactions.

Steve graduated as a Distinguished Military Graduate from The Florida Institute of Technology in 1989 with a degree in Business Finance. He is passionate about spending time with family and friends. He loves helping people work towards achieving their goals, and develop into superstars. Steve loves to play golf and the guitar.

Executive Leadership

Brian Green

Director of Enterprise Management

Teri Shepherd


Janet Anderson

VP, Operations

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 Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben


Executive Board

Teri Shepherd


Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben


Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Jessica Harrington

Executive Business Coach

Jamie Hopkins

Managing Director, Carson Coaching and Director, Retirement Research

J.J. Peller

Business Coach

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Sales Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Justin Starnes

Senior Vice President, Sales & Distribution

Mark Page

VP, Strategic Partner Development

Morgan Mithlo

Business Development Consultant, Southeast

Tyler Hamik

Business Development Consultant, West

Steven M. Laska

Vice President, Business Development, East

Andy Larson

Business Development Consultant, Central South

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant, Central North

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development, Central South

Ethan Goff

Associate Vice President, Business Development, Central North

Katie McGuire

Associate Vice President, Business Development, East

Kristi Harrison

Vice President, Business Development, Central South

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central North

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.


Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless