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Joanna Swanson

Vice President, Advisor Development

Joanna has over a decade of experience in working with individuals to meet their financial goals. She has traveled the county meeting with employers, financial advisors, non-profits and individuals to discuss how the right financial products can help them prepare for the future.

Prior to joining Carson Group, Joanna spent eleven years working at First National Bank in their Wealth Management division. During that time she managed the Nebraska Enable Savings Program and assisted in managing the Nebraska 529 College Savings Program. She also spent 4 years in the Retirement Plan Services division where she oversaw the strategy development, implementation, and management of education programs.

Prior to First National, Joanna spent three years at Union Pacific Railroad as a Business Manager in the marketing and sales department, and three years in the advertising and publication industry in Los Angeles, CA.

Joanna loves to spend time with her husband, Keith and two children, CJ and Lena. Joanna and Keith are very active and enjoy encouraging and engaging their kids in an active lifestyle. The family in particular enjoys swimming and running together. They also enjoy an annual trip to Southern California to soak in the sunshine and palm trees.

Areas of Expertise

  • College Savings
  • Retirement Education Services
  • Financial Products

As Seen In:

Executive Leadership

Brian Green

Director of Enterprise Management

Teri Shepherd

President

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

President

Executive Board

Teri Shepherd

President

Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Jessica Harrington

Executive Business Coach

Jamie Hopkins

Managing Director, Carson Coaching and Director, Retirement Research
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

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

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